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BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameBRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BRADLEY ARANT BOULT CUMMINGS LLP has sponsored the creation of one or more 401k plans.

Company Name:BRADLEY ARANT BOULT CUMMINGS LLP
Employer identification number (EIN):630243316
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about BRADLEY ARANT BOULT CUMMINGS LLP

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 2124320

More information about BRADLEY ARANT BOULT CUMMINGS LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOE WOOD
0012016-01-01JOE WOOD
0012015-01-01JOE WOOD
0012014-01-01JOE WOOD
0012013-01-01JOE WOOD
0012012-01-01JOE WOOD
0012011-01-01JOSEPH P WOOD
0012010-01-01JOE WOOD
0012009-01-01JOHN MOLEN JOHN MOLEN2010-10-14

Plan Statistics for BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,220
Total number of active participants reported on line 7a of the Form 55002022-01-011,001
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01314
Total of all active and inactive participants2022-01-011,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,319
Number of participants with account balances2022-01-011,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,167
Total number of active participants reported on line 7a of the Form 55002021-01-01926
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01290
Total of all active and inactive participants2021-01-011,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,220
Number of participants with account balances2021-01-011,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,188
Total number of active participants reported on line 7a of the Form 55002020-01-01898
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01265
Total of all active and inactive participants2020-01-011,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,167
Number of participants with account balances2020-01-011,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,151
Total number of active participants reported on line 7a of the Form 55002019-01-01955
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01229
Total of all active and inactive participants2019-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,188
Number of participants with account balances2019-01-011,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,111
Total number of active participants reported on line 7a of the Form 55002018-01-01927
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01220
Total of all active and inactive participants2018-01-011,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,151
Number of participants with account balances2018-01-011,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01928
Total number of active participants reported on line 7a of the Form 55002017-01-01912
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01197
Total of all active and inactive participants2017-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,111
Number of participants with account balances2017-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01912
Total number of active participants reported on line 7a of the Form 55002016-01-01782
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01144
Total of all active and inactive participants2016-01-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01928
Number of participants with account balances2016-01-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01835
Total number of active participants reported on line 7a of the Form 55002015-01-01781
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01128
Total of all active and inactive participants2015-01-01909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01912
Number of participants with account balances2015-01-01873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01787
Total number of active participants reported on line 7a of the Form 55002014-01-01715
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01117
Total of all active and inactive participants2014-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01835
Number of participants with account balances2014-01-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01760
Total number of active participants reported on line 7a of the Form 55002013-01-01656
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01128
Total of all active and inactive participants2013-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01787
Number of participants with account balances2013-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01675
Total number of active participants reported on line 7a of the Form 55002012-01-01626
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01131
Total of all active and inactive participants2012-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01760
Number of participants with account balances2012-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01699
Total number of active participants reported on line 7a of the Form 55002011-01-01528
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01144
Total of all active and inactive participants2011-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01675
Number of participants with account balances2011-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01677
Total number of active participants reported on line 7a of the Form 55002010-01-01558
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01141
Total of all active and inactive participants2010-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01699
Number of participants with account balances2010-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01526
Total number of active participants reported on line 7a of the Form 55002009-01-01393
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01101
Total of all active and inactive participants2009-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01494
Number of participants with account balances2009-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-47,225,267
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,051,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,438,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$32,192,146
Value of total assets at end of year2022-12-31$502,327,882
Value of total assets at beginning of year2022-12-31$569,604,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$612,975
Total interest from all sources2022-12-31$98,529
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,140,931
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$8,140,931
Administrative expenses professional fees incurred2022-12-31$17,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$12,826,112
Participant contributions at end of year2022-12-31$2,272,264
Participant contributions at beginning of year2022-12-31$2,148,168
Participant contributions at end of year2022-12-31$693,093
Participant contributions at beginning of year2022-12-31$594,089
Assets. Other investments not covered elsewhere at end of year2022-12-31$92,462,851
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$98,638,413
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,109,580
Other income not declared elsewhere2022-12-31$-13,035,313
Administrative expenses (other) incurred2022-12-31$105,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-67,276,550
Value of net assets at end of year (total assets less liabilities)2022-12-31$502,327,882
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$569,604,432
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
Assets. partnership/joint venture interests at end of year2022-12-31$53,133
Assets. partnership/joint venture interests at beginning of year2022-12-31$55,555
Investment advisory and management fees2022-12-31$490,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$269,861,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$322,934,596
Value of interest in pooled separate accounts at end of year2022-12-31$44,679,183
Value of interest in pooled separate accounts at beginning of year2022-12-31$40,100,933
Interest on participant loans2022-12-31$100,579
Value of interest in common/collective trusts at end of year2022-12-31$91,412,075
Value of interest in common/collective trusts at beginning of year2022-12-31$104,251,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-2,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-56,745,679
Net investment gain/loss from pooled separate accounts2022-12-31$1,016,846
Net investment gain or loss from common/collective trusts2022-12-31$-18,892,727
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$14,256,454
Employer contributions (assets) at end of year2022-12-31$893,601
Employer contributions (assets) at beginning of year2022-12-31$880,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,438,308
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 name2022-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2022-12-31260079381
2021 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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$99,576,190
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$23,845,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,222,885
Value of total corrective distributions2021-12-31$7,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$26,305,671
Value of total assets at end of year2021-12-31$569,604,432
Value of total assets at beginning of year2021-12-31$493,873,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$615,172
Total interest from all sources2021-12-31$108,753
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,363,665
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$18,363,665
Administrative expenses professional fees incurred2021-12-31$15,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$11,135,143
Participant contributions at end of year2021-12-31$2,148,168
Participant contributions at beginning of year2021-12-31$2,250,155
Participant contributions at end of year2021-12-31$594,089
Participant contributions at beginning of year2021-12-31$700,974
Assets. Other investments not covered elsewhere at end of year2021-12-31$98,638,413
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$86,694,393
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,082,981
Other income not declared elsewhere2021-12-31$12,567,379
Administrative expenses (other) incurred2021-12-31$99,687
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$75,730,803
Value of net assets at end of year (total assets less liabilities)2021-12-31$569,604,432
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$493,873,629
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
Assets. partnership/joint venture interests at end of year2021-12-31$55,555
Assets. partnership/joint venture interests at beginning of year2021-12-31$26,566
Investment advisory and management fees2021-12-31$499,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$322,934,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$274,141,628
Value of interest in pooled separate accounts at end of year2021-12-31$40,100,933
Value of interest in pooled separate accounts at beginning of year2021-12-31$42,478,184
Interest on participant loans2021-12-31$108,753
Value of interest in common/collective trusts at end of year2021-12-31$104,251,688
Value of interest in common/collective trusts at beginning of year2021-12-31$86,726,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$29,915,974
Net investment gain/loss from pooled separate accounts2021-12-31$805,627
Net investment gain or loss from common/collective trusts2021-12-31$11,509,121
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$13,087,547
Employer contributions (assets) at end of year2021-12-31$880,990
Employer contributions (assets) at beginning of year2021-12-31$855,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,222,885
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2021-12-31260079381
2020 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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$84,631,149
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$39,309,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$38,754,562
Value of total corrective distributions2020-12-31$904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,049,424
Value of total assets at end of year2020-12-31$493,873,629
Value of total assets at beginning of year2020-12-31$448,551,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$553,727
Total interest from all sources2020-12-31$135,518
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,633,492
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$10,633,492
Administrative expenses professional fees incurred2020-12-31$15,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$10,488,411
Participant contributions at end of year2020-12-31$2,250,155
Participant contributions at beginning of year2020-12-31$2,741,724
Participant contributions at end of year2020-12-31$700,974
Participant contributions at beginning of year2020-12-31$614,150
Assets. Other investments not covered elsewhere at end of year2020-12-31$86,694,393
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$77,989,232
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,180,127
Other income not declared elsewhere2020-12-31$17,241,089
Administrative expenses (other) incurred2020-12-31$99,536
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$45,321,956
Value of net assets at end of year (total assets less liabilities)2020-12-31$493,873,629
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$448,551,673
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
Assets. partnership/joint venture interests at end of year2020-12-31$26,566
Assets. partnership/joint venture interests at beginning of year2020-12-31$28,891
Investment advisory and management fees2020-12-31$438,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$274,141,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$261,186,071
Value of interest in pooled separate accounts at end of year2020-12-31$42,478,184
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,293,396
Interest on participant loans2020-12-31$135,518
Value of interest in common/collective trusts at end of year2020-12-31$86,726,610
Value of interest in common/collective trusts at beginning of year2020-12-31$102,650,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,830,781
Net investment gain/loss from pooled separate accounts2020-12-31$479,496
Net investment gain or loss from common/collective trusts2020-12-31$11,261,349
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$12,380,886
Employer contributions (assets) at end of year2020-12-31$855,119
Employer contributions (assets) at beginning of year2020-12-31$1,047,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$38,754,562
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 name2020-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2020-12-31260079381
2019 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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$99,851,413
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$26,318,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,811,084
Value of total corrective distributions2019-12-31$180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,950,890
Value of total assets at end of year2019-12-31$448,551,673
Value of total assets at beginning of year2019-12-31$375,018,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$507,445
Total interest from all sources2019-12-31$142,133
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,796,575
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$10,796,575
Administrative expenses professional fees incurred2019-12-31$15,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$9,966,142
Participant contributions at end of year2019-12-31$2,741,724
Participant contributions at beginning of year2019-12-31$2,502,600
Participant contributions at end of year2019-12-31$614,150
Participant contributions at beginning of year2019-12-31$585,986
Assets. Other investments not covered elsewhere at end of year2019-12-31$77,989,232
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$71,708,614
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,851,454
Other income not declared elsewhere2019-12-31$8,258,708
Administrative expenses (other) incurred2019-12-31$117,230
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$5,189
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$73,532,704
Value of net assets at end of year (total assets less liabilities)2019-12-31$448,551,673
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$375,018,969
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
Assets. partnership/joint venture interests at end of year2019-12-31$28,891
Assets. partnership/joint venture interests at beginning of year2019-12-31$15,000
Investment advisory and management fees2019-12-31$375,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$261,186,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$210,303,923
Value of interest in pooled separate accounts at end of year2019-12-31$2,293,396
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$142,133
Value of interest in common/collective trusts at end of year2019-12-31$102,650,436
Value of interest in common/collective trusts at beginning of year2019-12-31$88,499,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$41,914,280
Net investment gain/loss from pooled separate accounts2019-12-31$6,458
Net investment gain or loss from common/collective trusts2019-12-31$12,782,369
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,133,294
Employer contributions (assets) at end of year2019-12-31$1,047,773
Employer contributions (assets) at beginning of year2019-12-31$1,398,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,811,084
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 name2019-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2019-12-31260079381
2018 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$79
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$0
Total income from all sources (including contributions)2018-12-31$-11,393,901
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$25,801,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$25,408,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,154,912
Value of total assets at end of year2018-12-31$375,018,969
Value of total assets at beginning of year2018-12-31$412,214,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$393,862
Total interest from all sources2018-12-31$122,929
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,102,222
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$12,102,222
Administrative expenses professional fees incurred2018-12-31$15,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$9,292,017
Participant contributions at end of year2018-12-31$2,502,600
Participant contributions at beginning of year2018-12-31$2,684,148
Participant contributions at end of year2018-12-31$585,986
Participant contributions at beginning of year2018-12-31$586,193
Assets. Other investments not covered elsewhere at end of year2018-12-31$71,708,614
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$88,306,538
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,165,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-16,177,698
Administrative expenses (other) incurred2018-12-31$124,099
Total non interest bearing cash at end of year2018-12-31$5,189
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-37,195,880
Value of net assets at end of year (total assets less liabilities)2018-12-31$375,018,969
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$412,214,770
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
Assets. partnership/joint venture interests at end of year2018-12-31$15,000
Assets. partnership/joint venture interests at beginning of year2018-12-31$25,000
Investment advisory and management fees2018-12-31$254,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$210,303,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$235,618,562
Interest on participant loans2018-12-31$122,929
Value of interest in common/collective trusts at end of year2018-12-31$88,499,278
Value of interest in common/collective trusts at beginning of year2018-12-31$83,569,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-26,620,284
Net investment gain or loss from common/collective trusts2018-12-31$-2,975,982
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$11,697,788
Employer contributions (assets) at end of year2018-12-31$1,398,379
Employer contributions (assets) at beginning of year2018-12-31$1,424,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$25,408,117
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 name2018-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2018-12-31260079381
2017 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$163,097
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$82,760,646
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,631,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,311,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,026,202
Value of total assets at end of year2017-12-31$412,214,770
Value of total assets at beginning of year2017-12-31$339,922,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$320,734
Total interest from all sources2017-12-31$117,052
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,345,918
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$9,345,918
Administrative expenses professional fees incurred2017-12-31$21,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$8,844,798
Participant contributions at end of year2017-12-31$2,684,148
Participant contributions at beginning of year2017-12-31$2,678,234
Participant contributions at end of year2017-12-31$586,193
Participant contributions at beginning of year2017-12-31$533,290
Assets. Other investments not covered elsewhere at end of year2017-12-31$88,306,538
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$73,144,453
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,460,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,684,646
Other income not declared elsewhere2017-12-31$11,469,289
Administrative expenses (other) incurred2017-12-31$139,078
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$72,128,715
Value of net assets at end of year (total assets less liabilities)2017-12-31$412,214,770
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$339,922,958
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
Assets. partnership/joint venture interests at end of year2017-12-31$25,000
Assets. partnership/joint venture interests at beginning of year2017-12-31$21,166
Investment advisory and management fees2017-12-31$160,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$235,618,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$187,282,876
Interest on participant loans2017-12-31$117,052
Value of interest in common/collective trusts at end of year2017-12-31$83,569,498
Value of interest in common/collective trusts at beginning of year2017-12-31$68,074,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$29,429,221
Net investment gain or loss from common/collective trusts2017-12-31$7,372,964
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$11,720,631
Employer contributions (assets) at end of year2017-12-31$1,424,831
Employer contributions (assets) at beginning of year2017-12-31$503,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,311,197
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 name2017-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2017-12-31260079381
2016 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$8,794,112
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$46,231,810
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$16,945,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,682,819
Value of total corrective distributions2016-12-31$1,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,224,314
Value of total assets at end of year2016-12-31$339,922,958
Value of total assets at beginning of year2016-12-31$301,842,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$260,880
Total interest from all sources2016-12-31$105,992
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,680,721
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$5,680,721
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$53,605
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$91,840
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$6,760,642
Participant contributions at end of year2016-12-31$2,678,234
Participant contributions at beginning of year2016-12-31$2,429,032
Participant contributions at end of year2016-12-31$533,290
Participant contributions at beginning of year2016-12-31$768,739
Assets. Other investments not covered elsewhere at end of year2016-12-31$73,144,453
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,816,912
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,684,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$168,377
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$6,067,118
Administrative expenses (other) incurred2016-12-31$89,452
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$6,296
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$29,286,285
Value of net assets at end of year (total assets less liabilities)2016-12-31$339,922,958
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$301,842,561
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
Assets. partnership/joint venture interests at end of year2016-12-31$21,166
Assets. partnership/joint venture interests at beginning of year2016-12-31$50,001
Investment advisory and management fees2016-12-31$117,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$187,282,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$211,535,686
Interest on participant loans2016-12-31$105,992
Value of interest in common/collective trusts at end of year2016-12-31$68,074,702
Value of interest in common/collective trusts at beginning of year2016-12-31$59,360,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,153,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,153,813
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,344,034
Net investment gain or loss from common/collective trusts2016-12-31$2,809,631
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,646,760
Employer contributions (assets) at end of year2016-12-31$503,591
Employer contributions (assets) at beginning of year2016-12-31$964,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,682,819
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,845,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$11,469,025
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 name2016-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2016-12-31260079381
2015 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$924,011
Total transfer of assets from this plan2015-12-31$33,135
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$15,545,341
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,256,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,055,774
Value of total corrective distributions2015-12-31$7,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,329,672
Value of total assets at end of year2015-12-31$301,842,561
Value of total assets at beginning of year2015-12-31$294,662,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$192,954
Total interest from all sources2015-12-31$90,672
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,283,821
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$8,283,821
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$11,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$91,840
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$103,914
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$6,185,339
Participant contributions at end of year2015-12-31$2,429,032
Participant contributions at beginning of year2015-12-31$2,221,355
Participant contributions at end of year2015-12-31$768,739
Participant contributions at beginning of year2015-12-31$472,396
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,043,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$168,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$63,809
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-2,810,137
Administrative expenses (other) incurred2015-12-31$48,484
Total non interest bearing cash at end of year2015-12-31$6,296
Total non interest bearing cash at beginning of year2015-12-31$71,724
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$6,289,026
Value of net assets at end of year (total assets less liabilities)2015-12-31$301,842,561
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$294,662,659
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
Assets. partnership/joint venture interests at end of year2015-12-31$50,001
Assets. partnership/joint venture interests at beginning of year2015-12-31$641,378
Investment advisory and management fees2015-12-31$133,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$211,535,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$211,028,691
Interest on participant loans2015-12-31$90,672
Value of interest in common/collective trusts at end of year2015-12-31$59,360,722
Value of interest in common/collective trusts at beginning of year2015-12-31$55,114,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,153,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,949,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,949,637
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,675,548
Net investment gain or loss from common/collective trusts2015-12-31$326,861
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,100,452
Employer contributions (assets) at end of year2015-12-31$964,030
Employer contributions (assets) at beginning of year2015-12-31$118,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,055,774
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,845,000
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,555,520
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$11,469,025
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$11,321,526
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 name2015-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2015-12-31260079381
2014 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$983,602
Total transfer of assets from this plan2014-12-31$171,414
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$36,037,267
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,988,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,813,040
Value of total corrective distributions2014-12-31$26,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,922,788
Value of total assets at end of year2014-12-31$294,662,659
Value of total assets at beginning of year2014-12-31$268,801,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$149,644
Total interest from all sources2014-12-31$90,783
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,067,547
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$10,067,547
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$11,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$103,914
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$215,722
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$5,283,405
Participant contributions at end of year2014-12-31$2,221,355
Participant contributions at beginning of year2014-12-31$2,093,157
Participant contributions at end of year2014-12-31$472,396
Participant contributions at beginning of year2014-12-31$451,499
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,356,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$63,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$3,526,519
Administrative expenses (other) incurred2014-12-31$21,761
Total non interest bearing cash at end of year2014-12-31$71,724
Total non interest bearing cash at beginning of year2014-12-31$1,166
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$25,048,501
Value of net assets at end of year (total assets less liabilities)2014-12-31$294,662,659
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$268,801,970
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
Assets. partnership/joint venture interests at end of year2014-12-31$641,378
Assets. partnership/joint venture interests at beginning of year2014-12-31$96,833
Investment advisory and management fees2014-12-31$116,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$211,028,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$198,559,430
Interest on participant loans2014-12-31$90,783
Value of interest in common/collective trusts at end of year2014-12-31$55,114,141
Value of interest in common/collective trusts at beginning of year2014-12-31$49,717,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,949,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,198,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,198,537
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$90,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,506,286
Net investment gain or loss from common/collective trusts2014-12-31$1,923,344
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,283,348
Employer contributions (assets) at end of year2014-12-31$118,568
Employer contributions (assets) at beginning of year2014-12-31$78,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,813,040
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,555,520
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$144,433
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$11,321,526
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$10,155,592
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 name2014-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2014-12-31260079381
2013 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$364,123
Total transfer of assets from this plan2013-12-31$3,971
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$60,758,936
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,329,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,214,954
Value of total corrective distributions2013-12-31$1,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,551,362
Value of total assets at end of year2013-12-31$268,801,970
Value of total assets at beginning of year2013-12-31$215,011,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$112,475
Total interest from all sources2013-12-31$88,903
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,780,584
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$7,780,584
Administrative expenses professional fees incurred2013-12-31$9,500
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$215,722
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$45,360
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$4,724,945
Participant contributions at end of year2013-12-31$2,093,157
Participant contributions at beginning of year2013-12-31$2,137,414
Participant contributions at end of year2013-12-31$451,499
Participant contributions at beginning of year2013-12-31$509,613
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,113,144
Other income not declared elsewhere2013-12-31$1,080,746
Administrative expenses (other) incurred2013-12-31$16,407
Total non interest bearing cash at end of year2013-12-31$1,166
Total non interest bearing cash at beginning of year2013-12-31$234,574
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$53,429,834
Value of net assets at end of year (total assets less liabilities)2013-12-31$268,801,970
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$215,011,984
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
Assets. partnership/joint venture interests at end of year2013-12-31$96,833
Assets. partnership/joint venture interests at beginning of year2013-12-31$42,843
Investment advisory and management fees2013-12-31$86,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$198,559,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$157,070,710
Interest on participant loans2013-12-31$88,903
Value of interest in common/collective trusts at end of year2013-12-31$49,717,023
Value of interest in common/collective trusts at beginning of year2013-12-31$42,228,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,198,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,000,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,000,285
Asset value of US Government securities at end of year2013-12-31$90,525
Asset value of US Government securities at beginning of year2013-12-31$96,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$31,652,303
Net investment gain or loss from common/collective trusts2013-12-31$3,605,038
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$8,713,273
Employer contributions (assets) at end of year2013-12-31$78,053
Employer contributions (assets) at beginning of year2013-12-31$871,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,214,954
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$144,433
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$44,002
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$10,155,592
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,730,707
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 name2013-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2013-12-31260079381
2012 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$368,625
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$42,204,365
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,574,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,375,231
Value of total corrective distributions2012-12-31$83,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,798,347
Value of total assets at end of year2012-12-31$215,011,984
Value of total assets at beginning of year2012-12-31$187,013,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,658
Total interest from all sources2012-12-31$85,899
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,578,094
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$3,578,094
Administrative expenses professional fees incurred2012-12-31$42,445
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$45,360
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$33,360
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$4,099,474
Participant contributions at end of year2012-12-31$2,137,414
Participant contributions at beginning of year2012-12-31$2,208,850
Participant contributions at end of year2012-12-31$509,613
Participant contributions at beginning of year2012-12-31$397,014
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$249,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$34,945
Other income not declared elsewhere2012-12-31$11,016,653
Administrative expenses (other) incurred2012-12-31$18,482
Total non interest bearing cash at end of year2012-12-31$234,574
Total non interest bearing cash at beginning of year2012-12-31$78,937
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$27,629,909
Value of net assets at end of year (total assets less liabilities)2012-12-31$215,011,984
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$187,013,450
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
Assets. partnership/joint venture interests at end of year2012-12-31$42,843
Assets. partnership/joint venture interests at beginning of year2012-12-31$43,734
Investment advisory and management fees2012-12-31$54,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$157,070,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$140,056,037
Interest on participant loans2012-12-31$85,899
Value of interest in common/collective trusts at end of year2012-12-31$42,228,574
Value of interest in common/collective trusts at beginning of year2012-12-31$39,545,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,000,285
Asset value of US Government securities at end of year2012-12-31$96,183
Asset value of US Government securities at beginning of year2012-12-31$95,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,562,585
Net investment gain or loss from common/collective trusts2012-12-31$2,162,787
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,448,885
Employer contributions (assets) at end of year2012-12-31$871,719
Employer contributions (assets) at beginning of year2012-12-31$389,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,375,231
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$44,002
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$97,068
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,730,707
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,032,903
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 name2012-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2012-12-31260079381
2011 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$597,908
Total transfer of assets from this plan2011-12-31$5,857
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$3,057,855
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,866,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,759,720
Value of total corrective distributions2011-12-31$7,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,075,459
Value of total assets at end of year2011-12-31$187,013,450
Value of total assets at beginning of year2011-12-31$193,229,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$98,954
Total interest from all sources2011-12-31$89,852
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,541,662
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$2,541,662
Administrative expenses professional fees incurred2011-12-31$1,640
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$33,360
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,922,627
Participant contributions at end of year2011-12-31$2,208,850
Participant contributions at beginning of year2011-12-31$1,931,351
Participant contributions at end of year2011-12-31$397,014
Participant contributions at beginning of year2011-12-31$286,865
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$41,636,276
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$177,057
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$34,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$37,964
Other income not declared elsewhere2011-12-31$-7,807,991
Administrative expenses (other) incurred2011-12-31$20,443
Total non interest bearing cash at end of year2011-12-31$78,937
Total non interest bearing cash at beginning of year2011-12-31$47,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-6,808,271
Value of net assets at end of year (total assets less liabilities)2011-12-31$187,013,450
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$193,229,670
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
Assets. partnership/joint venture interests at end of year2011-12-31$43,734
Investment advisory and management fees2011-12-31$76,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$140,056,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$114,434,473
Interest on participant loans2011-12-31$86,975
Value of interest in common/collective trusts at end of year2011-12-31$39,545,600
Value of interest in common/collective trusts at beginning of year2011-12-31$34,223,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,877
Asset value of US Government securities at end of year2011-12-31$95,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,650,874
Net investment gain or loss from common/collective trusts2011-12-31$809,747
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,975,775
Employer contributions (assets) at end of year2011-12-31$389,709
Employer contributions (assets) at beginning of year2011-12-31$630,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,759,720
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$97,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,032,903
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 name2011-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2011-12-31260079381
2010 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$317,325
Total unrealized appreciation/depreciation of assets2010-12-31$317,325
Total transfer of assets to this plan2010-12-31$46,032,264
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$31,282,369
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$11,337,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,303,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,664,979
Value of total assets at end of year2010-12-31$193,229,670
Value of total assets at beginning of year2010-12-31$127,252,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,894
Total interest from all sources2010-12-31$73,246
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,323,629
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$2,323,629
Administrative expenses professional fees incurred2010-12-31$14,400
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$3,744,276
Participant contributions at end of year2010-12-31$1,931,351
Participant contributions at beginning of year2010-12-31$1,293,468
Participant contributions at end of year2010-12-31$286,865
Participant contributions at beginning of year2010-12-31$178,902
Assets. Other investments not covered elsewhere at end of year2010-12-31$41,636,276
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$15,728,034
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$42,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$37,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$28,073
Other income not declared elsewhere2010-12-31$879,380
Administrative expenses (other) incurred2010-12-31$6,034
Total non interest bearing cash at end of year2010-12-31$47,861
Total non interest bearing cash at beginning of year2010-12-31$0
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$19,944,455
Value of net assets at end of year (total assets less liabilities)2010-12-31$193,229,670
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$127,252,951
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$114,434,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$78,708,710
Interest on participant loans2010-12-31$73,246
Value of interest in common/collective trusts at end of year2010-12-31$34,223,952
Value of interest in common/collective trusts at beginning of year2010-12-31$30,757,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,735,748
Net investment gain or loss from common/collective trusts2010-12-31$2,288,062
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,878,636
Employer contributions (assets) at end of year2010-12-31$630,928
Employer contributions (assets) at beginning of year2010-12-31$557,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,303,020
Contract administrator fees2010-12-31$14,460
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 name2010-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2010-12-31260079381
2009 : BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT PLAN

2022: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRADLEY ARANT BOULT CUMMINGS LLP PROFIT SHARING RETIREMENT 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 – 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 numberGA-32079
Policy instance 1
Insurance contract or identification numberGA-32079
Number of Individuals Covered168
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?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 numberGA-32079
Policy instance 1
Insurance contract or identification numberGA-32079
Number of Individuals Covered156
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?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 numberGA-32079
Policy instance 1
Insurance contract or identification numberGA-32079
Number of Individuals Covered155
Insurance policy start date2020-08-26
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?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 numberGA-32079
Policy instance 1
Insurance contract or identification numberGA-32079
Number of Individuals Covered81
Insurance policy start date2019-08-26
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?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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210218293
Policy instance 1
Insurance contract or identification number210218293
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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

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