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MORGAN US EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameMORGAN US EMPLOYEES' 401(K) PLAN
Plan identification number 002

MORGAN US EMPLOYEES' 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORGANITE INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MORGANITE INDUSTRIES, INC.
Employer identification number (EIN):561268548
NAIC Classification:335310

Additional information about MORGANITE INDUSTRIES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-03-27
Company Identification Number: 0013175806
Legal Registered Office Address: 4000 WESTCHASE BLVD STE 170

RALEIGH
United States of America (USA)
27607

More information about MORGANITE INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORGAN US EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01FRED WOLLMAN
0022016-01-01FRED WOLLMAN
0022015-01-01FRED WOLLMAN
0022014-01-01FRED WOLLMAN
0022013-01-01FRED WOLLMAN
0022012-01-01FRED WOLLMAN
0022011-01-01FRED WOLLMAN
0022010-01-01FRED WOLLMAN FRED WOLLMAN2011-10-07
0022009-01-01FRED WOLLMAN FRED WOLLMAN2010-10-08

Plan Statistics for MORGAN US EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for MORGAN US EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: MORGAN US EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,008
Total number of active participants reported on line 7a of the Form 55002022-01-012,163
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01778
Total of all active and inactive participants2022-01-012,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0131
Total participants2022-01-012,972
Number of participants with account balances2022-01-012,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0161
2021: MORGAN US EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,105
Total number of active participants reported on line 7a of the Form 55002021-01-012,002
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01982
Total of all active and inactive participants2021-01-012,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-013,008
Number of participants with account balances2021-01-013,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MORGAN US EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,426
Total number of active participants reported on line 7a of the Form 55002020-01-012,125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01689
Total of all active and inactive participants2020-01-012,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0124
Total participants2020-01-012,838
Number of participants with account balances2020-01-012,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: MORGAN US EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,376
Total number of active participants reported on line 7a of the Form 55002019-01-012,427
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01633
Total of all active and inactive participants2019-01-013,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-013,082
Number of participants with account balances2019-01-013,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0171
2018: MORGAN US EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,239
Total number of active participants reported on line 7a of the Form 55002018-01-012,478
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01563
Total of all active and inactive participants2018-01-013,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-013,060
Number of participants with account balances2018-01-013,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01288
2017: MORGAN US EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,918
Total number of active participants reported on line 7a of the Form 55002017-01-012,376
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01519
Total of all active and inactive participants2017-01-012,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-012,906
Number of participants with account balances2017-01-012,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01232
2016: MORGAN US EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,129
Total number of active participants reported on line 7a of the Form 55002016-01-012,314
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01595
Total of all active and inactive participants2016-01-012,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-012,918
Number of participants with account balances2016-01-012,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01187
2015: MORGAN US EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,067
Total number of active participants reported on line 7a of the Form 55002015-01-012,332
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01591
Total of all active and inactive participants2015-01-012,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-012,930
Number of participants with account balances2015-01-012,888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01171
2014: MORGAN US EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,962
Total number of active participants reported on line 7a of the Form 55002014-01-012,322
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01534
Total of all active and inactive participants2014-01-012,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-012,865
Number of participants with account balances2014-01-012,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01146
2013: MORGAN US EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,115
Total number of active participants reported on line 7a of the Form 55002013-01-012,283
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01545
Total of all active and inactive participants2013-01-012,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-012,833
Number of participants with account balances2013-01-012,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01120
2012: MORGAN US EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,944
Total number of active participants reported on line 7a of the Form 55002012-01-012,413
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01558
Total of all active and inactive participants2012-01-012,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,975
Number of participants with account balances2012-01-012,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01161
2011: MORGAN US EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,887
Total number of active participants reported on line 7a of the Form 55002011-01-012,417
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01513
Total of all active and inactive participants2011-01-012,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-012,936
Number of participants with account balances2011-01-012,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01103
2010: MORGAN US EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,867
Total number of active participants reported on line 7a of the Form 55002010-01-012,368
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01513
Total of all active and inactive participants2010-01-012,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-012,888
Number of participants with account balances2010-01-012,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0195
2009: MORGAN US EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,228
Total number of active participants reported on line 7a of the Form 55002009-01-012,304
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01559
Total of all active and inactive participants2009-01-012,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-012,867
Number of participants with account balances2009-01-012,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01355

Financial Data on MORGAN US EMPLOYEES' 401(K) PLAN

Measure Date Value
2022 : MORGAN US EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-17,206,819
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,354,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,975,934
Expenses. Certain deemed distributions of participant loans2022-12-31$593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,349,373
Value of total assets at end of year2022-12-31$242,649,144
Value of total assets at beginning of year2022-12-31$287,210,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$377,845
Total interest from all sources2022-12-31$160,174
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,238,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,238,344
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,909,533
Participant contributions at end of year2022-12-31$3,485,500
Participant contributions at beginning of year2022-12-31$3,245,059
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,716,918
Other income not declared elsewhere2022-12-31$1,337,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-44,561,191
Value of net assets at end of year (total assets less liabilities)2022-12-31$242,649,144
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$287,210,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$63,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$181,795,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$227,152,933
Interest on participant loans2022-12-31$160,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$57,368,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$56,812,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-42,292,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,722,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,975,934
Contract administrator fees2022-12-31$314,089
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : MORGAN US EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$54,095,377
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$23,327,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$22,891,590
Value of total corrective distributions2021-12-31$12,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,163,045
Value of total assets at end of year2021-12-31$287,210,335
Value of total assets at beginning of year2021-12-31$256,442,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$423,635
Total interest from all sources2021-12-31$186,606
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,823,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,823,437
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,080,985
Participant contributions at end of year2021-12-31$3,245,059
Participant contributions at beginning of year2021-12-31$3,774,583
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,252,099
Other income not declared elsewhere2021-12-31$1,366,059
Administrative expenses (other) incurred2021-12-31$1,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$30,767,603
Value of net assets at end of year (total assets less liabilities)2021-12-31$287,210,335
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$256,442,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$64,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$227,152,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$194,351,322
Interest on participant loans2021-12-31$186,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$56,812,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$58,316,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$30,556,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,829,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,891,590
Contract administrator fees2021-12-31$357,752
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : MORGAN US EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$46,678,070
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$31,842,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$31,384,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,836,208
Value of total assets at end of year2020-12-31$256,442,732
Value of total assets at beginning of year2020-12-31$241,606,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$458,126
Total interest from all sources2020-12-31$233,943
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,899,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,899,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,484,587
Participant contributions at end of year2020-12-31$3,774,583
Participant contributions at beginning of year2020-12-31$4,423,046
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,024,186
Other income not declared elsewhere2020-12-31$1,426,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,835,919
Value of net assets at end of year (total assets less liabilities)2020-12-31$256,442,732
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$241,606,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$15,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$194,351,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$186,234,262
Interest on participant loans2020-12-31$233,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$13,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$13,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$58,316,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$50,935,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,281,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,327,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$31,384,025
Contract administrator fees2020-12-31$442,376
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : MORGAN US EMPLOYEES' 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$55,318,567
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$20,899,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,426,911
Expenses. Certain deemed distributions of participant loans2019-12-31$4,852
Value of total corrective distributions2019-12-31$17,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,715,089
Value of total assets at end of year2019-12-31$241,606,813
Value of total assets at beginning of year2019-12-31$207,187,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$450,373
Total interest from all sources2019-12-31$253,633
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,185,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,185,383
Administrative expenses professional fees incurred2019-12-31$10,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,524,355
Participant contributions at end of year2019-12-31$4,423,046
Participant contributions at beginning of year2019-12-31$4,517,239
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$595,133
Other income not declared elsewhere2019-12-31$1,304,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$34,419,271
Value of net assets at end of year (total assets less liabilities)2019-12-31$241,606,813
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$207,187,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$186,234,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$155,902,704
Interest on participant loans2019-12-31$253,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$50,935,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$46,753,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,860,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,595,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,426,911
Contract administrator fees2019-12-31$440,373
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : MORGAN US EMPLOYEES' 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,670,030
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$20,209,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,757,191
Expenses. Certain deemed distributions of participant loans2018-12-31$749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,994,741
Value of total assets at end of year2018-12-31$207,187,542
Value of total assets at beginning of year2018-12-31$218,726,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$451,385
Total interest from all sources2018-12-31$233,016
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,792,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,792,047
Administrative expenses professional fees incurred2018-12-31$31,100
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,179,437
Participant contributions at end of year2018-12-31$4,517,239
Participant contributions at beginning of year2018-12-31$4,655,501
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$118,013
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,489,626
Other income not declared elsewhere2018-12-31$1,175,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,539,295
Value of net assets at end of year (total assets less liabilities)2018-12-31$207,187,542
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$218,726,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$155,902,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$166,034,638
Interest on participant loans2018-12-31$219,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$46,753,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$47,806,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,525,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,325,678
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$112,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,757,191
Contract administrator fees2018-12-31$420,285
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : MORGAN US EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$43,032,670
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$19,244,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,945,794
Value of total corrective distributions2017-12-31$158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,740,473
Value of total assets at end of year2017-12-31$218,726,837
Value of total assets at beginning of year2017-12-31$194,938,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$298,649
Total interest from all sources2017-12-31$196,785
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,349,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,349,899
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,691,134
Participant contributions at end of year2017-12-31$4,655,501
Participant contributions at beginning of year2017-12-31$4,736,402
Participant contributions at end of year2017-12-31$118,013
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,112,051
Other income not declared elsewhere2017-12-31$1,034,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$23,788,069
Value of net assets at end of year (total assets less liabilities)2017-12-31$218,726,837
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$194,938,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$166,034,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$140,604,384
Interest on participant loans2017-12-31$196,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$47,806,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$49,597,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,710,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,937,288
Employer contributions (assets) at end of year2017-12-31$112,568
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,945,794
Contract administrator fees2017-12-31$298,649
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HUGHES PITTMAN AND GUPTON, LLP
Accountancy firm EIN2017-12-31561415202
2016 : MORGAN US EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$33,484,122
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,128,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,974,505
Value of total corrective distributions2016-12-31$4,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,408,609
Value of total assets at end of year2016-12-31$194,938,768
Value of total assets at beginning of year2016-12-31$180,583,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$150,252
Total interest from all sources2016-12-31$215,387
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,481,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,481,785
Administrative expenses professional fees incurred2016-12-31$23,600
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,229,249
Participant contributions at end of year2016-12-31$4,736,402
Participant contributions at beginning of year2016-12-31$4,944,687
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$45,089
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,524,444
Other income not declared elsewhere2016-12-31$1,039,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,355,242
Value of net assets at end of year (total assets less liabilities)2016-12-31$194,938,768
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$180,583,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$140,604,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$130,052,211
Interest on participant loans2016-12-31$215,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$49,597,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$45,490,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,339,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,654,916
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$50,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,974,505
Contract administrator fees2016-12-31$126,652
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUGHES PITTMAN AND GUPTON, LLP
Accountancy firm EIN2016-12-31561415202
2015 : MORGAN US EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$15,715,262
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,209,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,044,920
Expenses. Certain deemed distributions of participant loans2015-12-31$24,105
Value of total corrective distributions2015-12-31$1,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,654,233
Value of total assets at end of year2015-12-31$180,583,526
Value of total assets at beginning of year2015-12-31$178,077,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$139,414
Total interest from all sources2015-12-31$204,582
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,095,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,095,039
Administrative expenses professional fees incurred2015-12-31$23,600
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,418,191
Participant contributions at end of year2015-12-31$4,944,687
Participant contributions at beginning of year2015-12-31$4,603,221
Participant contributions at end of year2015-12-31$45,089
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$435,538
Other income not declared elsewhere2015-12-31$977,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,505,786
Value of net assets at end of year (total assets less liabilities)2015-12-31$180,583,526
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$178,077,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$130,052,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$131,506,826
Interest on participant loans2015-12-31$204,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$31,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$31,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$45,490,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$41,936,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,216,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,800,504
Employer contributions (assets) at end of year2015-12-31$50,975
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,044,920
Contract administrator fees2015-12-31$114,338
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HUGHES PITTMAN AND GUPTON, LLP
Accountancy firm EIN2015-12-31561415202
2014 : MORGAN US EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$25,633,717
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,818,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,612,950
Value of total corrective distributions2014-12-31$13,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,572,471
Value of total assets at end of year2014-12-31$178,077,740
Value of total assets at beginning of year2014-12-31$166,262,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$192,019
Total interest from all sources2014-12-31$191,141
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,920,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,920,194
Administrative expenses professional fees incurred2014-12-31$23,600
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,725,249
Participant contributions at end of year2014-12-31$4,603,221
Participant contributions at beginning of year2014-12-31$4,332,899
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$464,276
Other income not declared elsewhere2014-12-31$932,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,815,137
Value of net assets at end of year (total assets less liabilities)2014-12-31$178,077,740
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$166,262,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$131,506,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$121,330,489
Interest on participant loans2014-12-31$191,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$31,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$41,936,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$40,599,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,017,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,382,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,612,950
Contract administrator fees2014-12-31$166,816
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HUGHES PITTMAN AND GUPTON, LLP
Accountancy firm EIN2014-12-31561415202
2013 : MORGAN US EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$38,032,405
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,449,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,257,882
Expenses. Certain deemed distributions of participant loans2013-12-31$39,237
Value of total corrective distributions2013-12-31$495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,008,797
Value of total assets at end of year2013-12-31$166,262,603
Value of total assets at beginning of year2013-12-31$143,679,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$151,627
Total interest from all sources2013-12-31$1,126,829
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,546,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,546,871
Administrative expenses professional fees incurred2013-12-31$23,100
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$16,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,232,869
Participant contributions at end of year2013-12-31$4,332,899
Participant contributions at beginning of year2013-12-31$4,132,170
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$876,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$22,583,164
Value of net assets at end of year (total assets less liabilities)2013-12-31$166,262,603
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$143,679,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$121,330,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$98,536,347
Interest on participant loans2013-12-31$181,213
Interest earned on other investments2013-12-31$945,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$40,599,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$41,010,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,349,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,899,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,257,882
Contract administrator fees2013-12-31$128,527
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HUGHES PITTMAN AND GUPTON, LLP
Accountancy firm EIN2013-12-31561415202
2012 : MORGAN US EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$28,289,982
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,515,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,408,814
Expenses. Certain deemed distributions of participant loans2012-12-31$1,310
Value of total corrective distributions2012-12-31$5,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,367,923
Value of total assets at end of year2012-12-31$143,679,439
Value of total assets at beginning of year2012-12-31$129,905,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$100,121
Total interest from all sources2012-12-31$1,117,052
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,884,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,884,506
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$16,153,300
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,392,868
Participant contributions at end of year2012-12-31$4,132,170
Participant contributions at beginning of year2012-12-31$3,495,941
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$720,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,774,321
Value of net assets at end of year (total assets less liabilities)2012-12-31$143,679,439
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$129,905,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$524
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$98,536,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$86,438,454
Interest on participant loans2012-12-31$166,931
Interest earned on other investments2012-12-31$950,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$41,010,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$39,970,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,920,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,254,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,408,814
Contract administrator fees2012-12-31$99,597
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HUGHES PITTMAN AND GUPTON, LLP
Accountancy firm EIN2012-12-31561415202
2011 : MORGAN US EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$12,854,310
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,034,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,940,126
Expenses. Certain deemed distributions of participant loans2011-12-31$1,972
Value of total corrective distributions2011-12-31$842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,214,076
Value of total assets at end of year2011-12-31$129,905,118
Value of total assets at beginning of year2011-12-31$127,085,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$91,843
Total interest from all sources2011-12-31$957,612
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,381,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,381,970
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,453,100
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,089,351
Participant contributions at end of year2011-12-31$3,495,941
Participant contributions at beginning of year2011-12-31$3,250,711
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$342,996
Total non interest bearing cash at beginning of year2011-12-31$454,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,819,527
Value of net assets at end of year (total assets less liabilities)2011-12-31$129,905,118
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$127,085,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$86,438,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$84,614,373
Value of interest in pooled separate accounts at beginning of year2011-12-31$25,936,094
Interest on participant loans2011-12-31$155,214
Interest earned on other investments2011-12-31$802,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$39,970,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,829,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,859,016
Net investment gain/loss from pooled separate accounts2011-12-31$159,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,781,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,940,126
Contract administrator fees2011-12-31$91,843
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HUGHES, PITTMAN AND GUPTON LLP
Accountancy firm EIN2011-12-31561415202
2010 : MORGAN US EMPLOYEES' 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$72,667
Total unrealized appreciation/depreciation of assets2010-12-31$72,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$23,382,299
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,569,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,224,122
Expenses. Certain deemed distributions of participant loans2010-12-31$27,930
Value of total corrective distributions2010-12-31$247,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,999,406
Value of total assets at end of year2010-12-31$127,085,591
Value of total assets at beginning of year2010-12-31$113,272,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$69,204
Total interest from all sources2010-12-31$177,320
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,043,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,043,129
Administrative expenses professional fees incurred2010-12-31$26,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,632,624
Participant contributions at end of year2010-12-31$3,250,711
Participant contributions at beginning of year2010-12-31$3,139,511
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$164,625
Other income not declared elsewhere2010-12-31$16,226
Administrative expenses (other) incurred2010-12-31$3,708
Total non interest bearing cash at end of year2010-12-31$454,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$13,813,052
Value of net assets at end of year (total assets less liabilities)2010-12-31$127,085,591
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$113,272,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$84,614,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$71,883,655
Value of interest in pooled separate accounts at end of year2010-12-31$25,936,094
Value of interest in pooled separate accounts at beginning of year2010-12-31$37,571,544
Interest on participant loans2010-12-31$177,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$239,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$239,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,829,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$438,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,157,482
Net investment gain/loss from pooled separate accounts2010-12-31$916,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,202,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,224,122
Contract administrator fees2010-12-31$39,496
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HUGHES, PITTMAN AND GUPTON LLP
Accountancy firm EIN2010-12-31561415202
2009 : MORGAN US EMPLOYEES' 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MORGAN US EMPLOYEES' 401(K) PLAN

2022: MORGAN US EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORGAN US EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORGAN US EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORGAN US EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORGAN US EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORGAN US EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MORGAN US EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MORGAN US EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MORGAN US EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MORGAN US EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MORGAN US EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MORGAN US EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MORGAN US EMPLOYEES' 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MORGAN US EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered2970
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered3008
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered2835
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered3058
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered3032
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered2886
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered2888
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered2815
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered2751
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 1
Insurance contract or identification numberGA28055
Number of Individuals Covered2848
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 2
Insurance contract or identification numberGA28055
Number of Individuals Covered2825
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-07-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberGA51897-2
Policy instance 3
Insurance contract or identification numberGA51897-2
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28055
Policy instance 2
Insurance contract or identification numberGA28055
Number of Individuals Covered2743
Insurance policy start date2010-09-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2743
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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