401k Plan data: LOCKE LORD LLP RETIREMENT SAVINGS PLAN plan

LOCKE LORD LLP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	LOCKE LORD LLP RETIREMENT SAVINGS PLAN
Plan identification number	001

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOCKE LORD, LLP has sponsored the creation of one or more 401k plans.

Company Name: LOCKE LORD, LLP

Employer identification number (EIN): 741164324

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about LOCKE LORD, LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4424893

More information about LOCKE LORD, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKE LORD LLP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 E. PHILIP BUSH E. PHILIP BUSH 2018-09-11
001 2016-01-01 E. PHILIP BUSH E. PHILIP BUSH 2017-10-16
001 2015-01-01 E. PHILIP BUSH E. PHILIP BUSH 2016-10-14
001 2014-01-01 E. PHILIP BUSH E. PHILIP BUSH 2015-10-11
001 2013-01-01 E. PHILIP BUSH E. PHILIP BUSH 2014-10-14
001 2012-01-01 E. PHILIP BUSH E. PHILIP BUSH 2013-08-21
001 2011-01-01 E. PHILIP BUSH E. PHILIP BUSH 2012-10-12
001 2009-01-01 E. PHILIP BUSH E. PHILIP BUSH 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	E. PHILIP BUSH	E. PHILIP BUSH	2018-09-11
001	2016-01-01	E. PHILIP BUSH	E. PHILIP BUSH	2017-10-16
001	2015-01-01	E. PHILIP BUSH	E. PHILIP BUSH	2016-10-14
001	2014-01-01	E. PHILIP BUSH	E. PHILIP BUSH	2015-10-11
001	2013-01-01	E. PHILIP BUSH	E. PHILIP BUSH	2014-10-14
001	2012-01-01	E. PHILIP BUSH	E. PHILIP BUSH	2013-08-21
001	2011-01-01	E. PHILIP BUSH	E. PHILIP BUSH	2012-10-12
001	2009-01-01	E. PHILIP BUSH	E. PHILIP BUSH	2010-10-15

Plan Statistics for LOCKE LORD LLP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LOCKE LORD LLP RETIREMENT SAVINGS PLAN

Measure Date Value
2022: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,912
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 955
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 936
Total of all active and inactive participants 2022-01-01 1,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 18
Total participants 2022-01-01 1,909
Number of participants with account balances 2022-01-01 1,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,986
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 969
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 933
Total of all active and inactive participants 2021-01-01 1,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 10
Total participants 2021-01-01 1,912
Number of participants with account balances 2021-01-01 1,879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,172
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,002
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 975
Total of all active and inactive participants 2020-01-01 1,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 9
Total participants 2020-01-01 1,986
Number of participants with account balances 2020-01-01 1,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,246
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,115
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,048
Total of all active and inactive participants 2019-01-01 2,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 9
Total participants 2019-01-01 2,172
Number of participants with account balances 2019-01-01 2,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,362
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,166
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,054
Total of all active and inactive participants 2018-01-01 2,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 19
Total participants 2018-01-01 2,246
Number of participants with account balances 2018-01-01 2,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,429
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,235
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,100
Total of all active and inactive participants 2017-01-01 2,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 17
Total participants 2017-01-01 2,357
Number of participants with account balances 2017-01-01 2,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 70
2016: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,446
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 982
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 439
Total of all active and inactive participants 2016-01-01 1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 8
Total participants 2016-01-01 1,429
Number of participants with account balances 2016-01-01 1,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,431
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,002
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 437
Total of all active and inactive participants 2015-01-01 1,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 7
Total participants 2015-01-01 1,446
Number of participants with account balances 2015-01-01 1,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,457
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,015
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 410
Total of all active and inactive participants 2014-01-01 1,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 6
Total participants 2014-01-01 1,431
Number of participants with account balances 2014-01-01 1,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,485
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,059
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 393
Total of all active and inactive participants 2013-01-01 1,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 5
Total participants 2013-01-01 1,457
Number of participants with account balances 2013-01-01 1,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 963
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,098
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 383
Total of all active and inactive participants 2012-01-01 1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 1,485
Number of participants with account balances 2012-01-01 1,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 978
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 743
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 218
Total of all active and inactive participants 2011-01-01 961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 963
Number of participants with account balances 2011-01-01 953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 626
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 776
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 362
Total of all active and inactive participants 2009-01-01 1,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,138
Number of participants with account balances 2009-01-01 1,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,912
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	955
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	936
Total of all active and inactive participants	2022-01-01	1,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	18
Total participants	2022-01-01	1,909
Number of participants with account balances	2022-01-01	1,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,986
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	969
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	933
Total of all active and inactive participants	2021-01-01	1,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	10
Total participants	2021-01-01	1,912
Number of participants with account balances	2021-01-01	1,879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,172
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,002
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	975
Total of all active and inactive participants	2020-01-01	1,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	9
Total participants	2020-01-01	1,986
Number of participants with account balances	2020-01-01	1,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,246
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,115
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,048
Total of all active and inactive participants	2019-01-01	2,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	9
Total participants	2019-01-01	2,172
Number of participants with account balances	2019-01-01	2,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,362
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,166
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,054
Total of all active and inactive participants	2018-01-01	2,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	19
Total participants	2018-01-01	2,246
Number of participants with account balances	2018-01-01	2,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,429
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,235
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,100
Total of all active and inactive participants	2017-01-01	2,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	17
Total participants	2017-01-01	2,357
Number of participants with account balances	2017-01-01	2,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	70
2016: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,446
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	982
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	439
Total of all active and inactive participants	2016-01-01	1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	8
Total participants	2016-01-01	1,429
Number of participants with account balances	2016-01-01	1,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,431
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,002
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	437
Total of all active and inactive participants	2015-01-01	1,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	7
Total participants	2015-01-01	1,446
Number of participants with account balances	2015-01-01	1,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,457
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,015
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	410
Total of all active and inactive participants	2014-01-01	1,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	6
Total participants	2014-01-01	1,431
Number of participants with account balances	2014-01-01	1,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,485
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,059
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	393
Total of all active and inactive participants	2013-01-01	1,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	5
Total participants	2013-01-01	1,457
Number of participants with account balances	2013-01-01	1,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	963
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,098
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	383
Total of all active and inactive participants	2012-01-01	1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	1,485
Number of participants with account balances	2012-01-01	1,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	978
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	743
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	218
Total of all active and inactive participants	2011-01-01	961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	963
Number of participants with account balances	2011-01-01	953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	626
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	776
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	362
Total of all active and inactive participants	2009-01-01	1,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,138
Number of participants with account balances	2009-01-01	1,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LOCKE LORD LLP RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$114
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	$-125,690,104
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$62,078,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$61,831,339
Value of total corrective distributions	2022-12-31	$7,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$31,789,205
Value of total assets at end of year	2022-12-31	$757,805,334
Value of total assets at beginning of year	2022-12-31	$945,574,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$240,437
Total interest from all sources	2022-12-31	$797,884
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$7,961,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$7,961,228
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$13,007,645
Participant contributions at end of year	2022-12-31	$1,807,885
Participant contributions at beginning of year	2022-12-31	$2,187,420
Participant contributions at end of year	2022-12-31	$1,974,148
Participant contributions at beginning of year	2022-12-31	$1,997,337
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$94,990,816
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$123,727,766
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$6,265,699
Other income not declared elsewhere	2022-12-31	$-19,226,161
Administrative expenses (other) incurred	2022-12-31	$80,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-187,769,055
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$757,805,334
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$945,574,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$266,227
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$185,328
Investment advisory and management fees	2022-12-31	$160,268
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$345,533,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$443,367,842
Interest on participant loans	2022-12-31	$89,977
Value of interest in common/collective trusts at end of year	2022-12-31	$269,717,439
Value of interest in common/collective trusts at beginning of year	2022-12-31	$330,331,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$42,803,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$42,974,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$42,974,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$707,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$711,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$800,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-97,631,457
Net investment gain or loss from common/collective trusts	2022-12-31	$-49,380,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$12,515,861
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$2,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$61,831,339
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2022-12-31	752393478
2021 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$1,265,004
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	$142,932,583
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$58,579,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$58,381,915
Value of total corrective distributions	2021-12-31	$8,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$29,262,045
Value of total assets at end of year	2021-12-31	$945,574,275
Value of total assets at beginning of year	2021-12-31	$859,956,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$189,167
Total interest from all sources	2021-12-31	$127,352
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$18,176,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$18,176,222
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$12,775,918
Participant contributions at end of year	2021-12-31	$2,187,420
Participant contributions at beginning of year	2021-12-31	$2,728,608
Participant contributions at end of year	2021-12-31	$1,997,337
Participant contributions at beginning of year	2021-12-31	$2,276,177
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$123,727,766
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$113,215,365
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,222,955
Other income not declared elsewhere	2021-12-31	$17,083,071
Administrative expenses (other) incurred	2021-12-31	$80,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$84,352,679
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$945,574,275
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$859,956,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$185,328
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$209,905
Investment advisory and management fees	2021-12-31	$108,329
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$443,367,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$379,362,172
Interest on participant loans	2021-12-31	$118,057
Value of interest in common/collective trusts at end of year	2021-12-31	$330,331,398
Value of interest in common/collective trusts at beginning of year	2021-12-31	$309,739,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$42,974,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$51,366,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$51,366,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$9,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$800,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,058,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$44,474,128
Net investment gain or loss from common/collective trusts	2021-12-31	$33,809,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$11,263,172
Employer contributions (assets) at end of year	2021-12-31	$2,967
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$58,381,915
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2021-12-31	752393478
2020 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$973,032
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	$420,084
Total income from all sources (including contributions)	2020-12-31	$129,054,048
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$54,702,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$54,559,101
Value of total corrective distributions	2020-12-31	$4,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$27,899,282
Value of total assets at end of year	2020-12-31	$859,956,592
Value of total assets at beginning of year	2020-12-31	$785,052,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$139,404
Total interest from all sources	2020-12-31	$329,489
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$6,440,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$6,440,891
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$12,710,734
Participant contributions at end of year	2020-12-31	$2,728,608
Participant contributions at beginning of year	2020-12-31	$3,044,032
Participant contributions at end of year	2020-12-31	$2,276,177
Participant contributions at beginning of year	2020-12-31	$2,345,977
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$113,215,365
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$101,468,558
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,727,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$420,084
Other income not declared elsewhere	2020-12-31	$13,309,206
Administrative expenses (other) incurred	2020-12-31	$64,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$74,351,378
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$859,956,592
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$784,632,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$209,905
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$75,263
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$379,362,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$348,796,963
Interest on participant loans	2020-12-31	$150,294
Value of interest in common/collective trusts at end of year	2020-12-31	$309,739,705
Value of interest in common/collective trusts at beginning of year	2020-12-31	$290,561,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$51,366,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$37,817,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$37,817,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$179,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,058,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,015,217
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$3,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$47,605,921
Net investment gain or loss from common/collective trusts	2020-12-31	$33,469,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$11,460,684
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$2,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$54,555,443
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2020-12-31	752393478
2019 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$462,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$420,084
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	$196,316,115
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$47,738,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$47,313,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$62,824,878
Value of total assets at end of year	2019-12-31	$785,052,266
Value of total assets at beginning of year	2019-12-31	$635,591,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$425,109
Total interest from all sources	2019-12-31	$216,581
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,942,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,942,498
Administrative expenses professional fees incurred	2019-12-31	$365,602
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$13,013,823
Participant contributions at end of year	2019-12-31	$3,044,032
Participant contributions at beginning of year	2019-12-31	$3,257,750
Participant contributions at end of year	2019-12-31	$2,345,977
Participant contributions at beginning of year	2019-12-31	$2,213,698
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$101,468,558
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$82,375,792
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$36,965,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$420,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$933,563
Administrative expenses (other) incurred	2019-12-31	$50
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$997,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$148,577,720
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$784,632,182
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$635,591,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$59,457
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$348,796,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$284,086,510
Interest on participant loans	2019-12-31	$165,930
Value of interest in common/collective trusts at end of year	2019-12-31	$290,561,505
Value of interest in common/collective trusts at beginning of year	2019-12-31	$226,322,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$37,817,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$35,363,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$35,363,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$50,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,015,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$973,988
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$3,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$124,629,125
Net investment gain or loss from common/collective trusts	2019-12-31	$769,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$12,845,764
Employer contributions (assets) at end of year	2019-12-31	$2,728
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$47,309,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2019-12-31	752392478
2018 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,348
Total income from all sources (including contributions)	2018-12-31	$-1,154,089
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$76,940,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$76,547,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$31,067,694
Value of total assets at end of year	2018-12-31	$635,591,767
Value of total assets at beginning of year	2018-12-31	$713,688,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$393,843
Total interest from all sources	2018-12-31	$736,832
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$7,962,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$7,962,923
Administrative expenses professional fees incurred	2018-12-31	$393,843
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$12,483,604
Participant contributions at end of year	2018-12-31	$3,257,750
Participant contributions at beginning of year	2018-12-31	$3,557,554
Participant contributions at end of year	2018-12-31	$2,213,698
Participant contributions at beginning of year	2018-12-31	$2,072,175
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$82,375,792
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$98,542,922
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,708,604
Other income not declared elsewhere	2018-12-31	$-3,633,465
Total non interest bearing cash at end of year	2018-12-31	$997,804
Total non interest bearing cash at beginning of year	2018-12-31	$1,177,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-78,095,009
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$635,591,767
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$713,686,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$284,086,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$318,284,703
Interest on participant loans	2018-12-31	$157,910
Value of interest in common/collective trusts at end of year	2018-12-31	$226,322,656
Value of interest in common/collective trusts at beginning of year	2018-12-31	$251,968,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$35,363,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$37,143,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$37,143,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$578,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$973,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$934,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-40,541,106
Net investment gain or loss from common/collective trusts	2018-12-31	$3,253,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$13,875,486
Employer contributions (assets) at beginning of year	2018-12-31	$6,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$76,547,077
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$1,348
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2018-12-31	752392478
2017 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$261,974,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,284
Total income from all sources (including contributions)	2017-12-31	$121,804,401
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$78,329,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$77,953,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$30,539,378
Value of total assets at end of year	2017-12-31	$713,688,124
Value of total assets at beginning of year	2017-12-31	$408,240,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$376,468
Total interest from all sources	2017-12-31	$562,390
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$7,598,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$7,598,472
Administrative expenses professional fees incurred	2017-12-31	$376,468
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$11,296,032
Participant contributions at end of year	2017-12-31	$3,557,554
Participant contributions at beginning of year	2017-12-31	$2,455,214
Participant contributions at end of year	2017-12-31	$2,072,175
Participant contributions at beginning of year	2017-12-31	$1,188,138
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$98,542,922
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$62,490,480
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,357,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$12,336,239
Total non interest bearing cash at end of year	2017-12-31	$1,177,907
Total non interest bearing cash at beginning of year	2017-12-31	$1,442,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$43,474,451
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$713,686,776
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$408,237,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$318,284,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$310,963,549
Interest on participant loans	2017-12-31	$147,370
Interest earned on other investments	2017-12-31	$106,971
Value of interest in common/collective trusts at end of year	2017-12-31	$251,968,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$37,143,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$28,539,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$28,539,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$308,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$934,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,161,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$46,038,396
Net investment gain or loss from common/collective trusts	2017-12-31	$24,729,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$13,885,922
Employer contributions (assets) at end of year	2017-12-31	$6,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$77,953,482
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$1,348
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$3,284
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2017-12-31	752392478
2016 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$24,474
Total income from all sources (including contributions)	2016-12-31	$56,340,128
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$30,923,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$30,662,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$23,709,898
Value of total assets at end of year	2016-12-31	$408,240,679
Value of total assets at beginning of year	2016-12-31	$382,845,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$261,315
Total interest from all sources	2016-12-31	$199,896
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$7,952,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$7,952,255
Administrative expenses professional fees incurred	2016-12-31	$228,054
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$8,970,753
Participant contributions at end of year	2016-12-31	$2,455,214
Participant contributions at beginning of year	2016-12-31	$2,661,064
Participant contributions at end of year	2016-12-31	$1,188,138
Participant contributions at beginning of year	2016-12-31	$1,736,110
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$62,490,480
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$62,667,277
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,890,196
Other income not declared elsewhere	2016-12-31	$4,570,156
Administrative expenses (other) incurred	2016-12-31	$33,261
Total non interest bearing cash at end of year	2016-12-31	$1,442,075
Total non interest bearing cash at beginning of year	2016-12-31	$34,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$25,416,599
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$408,237,395
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$382,820,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$310,963,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$297,957,902
Interest on participant loans	2016-12-31	$109,780
Interest earned on other investments	2016-12-31	$41,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$28,539,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$16,072,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$16,072,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$48,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,161,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,119,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$19,907,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$11,848,949
Employer contributions (assets) at beginning of year	2016-12-31	$596,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$30,662,214
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$3,284
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$24,474
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2016-12-31	752392478
2015 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$24,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$9,325
Total income from all sources (including contributions)	2015-12-31	$19,713,774
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$25,971,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$25,671,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$23,415,203
Value of total assets at end of year	2015-12-31	$382,845,270
Value of total assets at beginning of year	2015-12-31	$389,087,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$299,427
Total interest from all sources	2015-12-31	$115,095
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$9,630,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$9,630,754
Administrative expenses professional fees incurred	2015-12-31	$212,695
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$9,426,059
Participant contributions at end of year	2015-12-31	$2,661,064
Participant contributions at beginning of year	2015-12-31	$2,908,934
Participant contributions at end of year	2015-12-31	$1,736,110
Participant contributions at beginning of year	2015-12-31	$1,804,019
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$62,667,277
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$65,268,638
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,040,072
Other income not declared elsewhere	2015-12-31	$-844,615
Administrative expenses (other) incurred	2015-12-31	$39,295
Total non interest bearing cash at end of year	2015-12-31	$34,452
Total non interest bearing cash at beginning of year	2015-12-31	$15,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-6,257,576
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$382,820,796
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$389,078,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$47,437
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$297,957,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$301,048,744
Interest on participant loans	2015-12-31	$113,955
Interest earned on other investments	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$16,072,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$16,374,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$16,374,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,119,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,042,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-12,602,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$11,949,072
Employer contributions (assets) at end of year	2015-12-31	$596,867
Employer contributions (assets) at beginning of year	2015-12-31	$624,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$25,671,923
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$24,474
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$9,325
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WEINSTEIN SPIRA& COMPANY
Accountancy firm EIN	2015-12-31	742181616
2014 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$9,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$9,000
Total income from all sources (including contributions)	2014-12-31	$48,066,257
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$25,033,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$24,771,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$22,439,757
Value of total assets at end of year	2014-12-31	$389,087,697
Value of total assets at beginning of year	2014-12-31	$366,054,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$262,181
Total interest from all sources	2014-12-31	$202,677
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$8,417,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$8,417,665
Administrative expenses professional fees incurred	2014-12-31	$223,504
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$9,570,866
Participant contributions at end of year	2014-12-31	$2,908,934
Participant contributions at beginning of year	2014-12-31	$2,970,862
Participant contributions at end of year	2014-12-31	$1,804,019
Participant contributions at beginning of year	2014-12-31	$1,701,190
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$65,268,638
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$61,510,156
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$522,489
Other income not declared elsewhere	2014-12-31	$3,312,738
Administrative expenses (other) incurred	2014-12-31	$33,261
Total non interest bearing cash at end of year	2014-12-31	$15,532
Total non interest bearing cash at beginning of year	2014-12-31	$108,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$23,032,418
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$389,078,372
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$366,045,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$5,416
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$301,048,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$284,588,307
Interest on participant loans	2014-12-31	$122,713
Interest earned on other investments	2014-12-31	$78,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$16,374,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$13,693,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$13,693,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,042,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$964,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$13,693,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$12,346,402
Employer contributions (assets) at end of year	2014-12-31	$624,419
Employer contributions (assets) at beginning of year	2014-12-31	$518,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$24,771,658
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$9,325
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$9,000
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WEINSTEIN SPIRA & COMPANY
Accountancy firm EIN	2014-12-31	742181616
2013 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$9,000
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	$80,915,268
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$18,628,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$18,410,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$24,290,728
Value of total assets at end of year	2013-12-31	$366,054,954
Value of total assets at beginning of year	2013-12-31	$303,758,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$217,746
Total interest from all sources	2013-12-31	$181,170
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$6,361,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$6,361,362
Administrative expenses professional fees incurred	2013-12-31	$182,541
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$9,878,257
Participant contributions at end of year	2013-12-31	$2,970,862
Participant contributions at beginning of year	2013-12-31	$2,823,063
Participant contributions at end of year	2013-12-31	$1,701,190
Participant contributions at beginning of year	2013-12-31	$1,251,259
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$61,510,156
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$51,035,178
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,220,614
Other income not declared elsewhere	2013-12-31	$9,217,141
Administrative expenses (other) incurred	2013-12-31	$3,710
Total non interest bearing cash at end of year	2013-12-31	$108,443
Total non interest bearing cash at beginning of year	2013-12-31	$763,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$62,287,024
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$366,045,954
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$303,758,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$31,495
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$284,588,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$236,588,907
Interest on participant loans	2013-12-31	$120,417
Interest earned on other investments	2013-12-31	$59,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$13,693,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$10,272,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$10,272,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$964,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$904,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$40,864,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$12,191,857
Employer contributions (assets) at end of year	2013-12-31	$518,508
Employer contributions (assets) at beginning of year	2013-12-31	$119,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$18,410,498
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$9,000
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WEINSTEIN SPIRA & COMPANY
Accountancy firm EIN	2013-12-31	742181616
2012 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$46,705,482
Total transfer of assets from this plan	2012-12-31	$3,743,223
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$212,459
Total income from all sources (including contributions)	2012-12-31	$48,917,560
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$17,228,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$17,075,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$19,967,380
Value of total assets at end of year	2012-12-31	$303,758,930
Value of total assets at beginning of year	2012-12-31	$229,319,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$152,601
Total interest from all sources	2012-12-31	$111,128
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$101,746
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$7,346,769
Participant contributions at end of year	2012-12-31	$2,823,063
Participant contributions at beginning of year	2012-12-31	$2,597,451
Participant contributions at end of year	2012-12-31	$1,251,259
Participant contributions at beginning of year	2012-12-31	$1,248,517
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$51,035,178
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$641,313
Administrative expenses (other) incurred	2012-12-31	$15,081
Total non interest bearing cash at end of year	2012-12-31	$763,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$31,689,174
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$303,758,155
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$229,106,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$35,774
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$236,588,907
Interest on participant loans	2012-12-31	$111,128
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$224,959,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$10,272,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$904,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$11,979,298
Employer contributions (assets) at end of year	2012-12-31	$119,817
Employer contributions (assets) at beginning of year	2012-12-31	$513,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$17,075,785
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$775
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$212,459
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WEINSTEIN SPIRA & COMPANY
Accountancy firm EIN	2012-12-31	742181616
2011 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$3,084,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$212,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$422,489
Total income from all sources (including contributions)	2011-12-31	$17,764,823
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$10,811,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$10,701,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$19,789,476
Value of total assets at end of year	2011-12-31	$229,319,181
Value of total assets at beginning of year	2011-12-31	$225,660,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$110,147
Total interest from all sources	2011-12-31	$115,749
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$110,147
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$7,068,687
Participant contributions at end of year	2011-12-31	$2,597,451
Participant contributions at beginning of year	2011-12-31	$2,481,566
Participant contributions at end of year	2011-12-31	$1,248,517
Participant contributions at beginning of year	2011-12-31	$891,025
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$744,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$422,489
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$6,953,012
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$229,106,722
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$225,238,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest on participant loans	2011-12-31	$115,749
Value of interest in master investment trust accounts at end of year	2011-12-31	$224,959,632
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$222,178,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$11,976,686
Employer contributions (assets) at end of year	2011-12-31	$513,581
Employer contributions (assets) at beginning of year	2011-12-31	$109,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$10,701,664
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$212,459
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WEINSTEIN SPIRA & COMPANY
Accountancy firm EIN	2011-12-31	742181616
2010 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$6,298,252
Total transfer of assets from this plan	2010-12-31	$10,962,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$422,489
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	$43,729,214
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$10,320,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$10,206,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$19,477,441
Value of total assets at end of year	2010-12-31	$224,522,334
Value of total assets at beginning of year	2010-12-31	$195,356,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$114,771
Total interest from all sources	2010-12-31	$136,601
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$103,901
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$6,853,280
Participant contributions at end of year	2010-12-31	$2,481,566
Participant contributions at beginning of year	2010-12-31	$2,100,458
Participant contributions at end of year	2010-12-31	$891,025
Participant contributions at beginning of year	2010-12-31	$1,312,250
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$441,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$422,489
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$10,870
Total non interest bearing cash at end of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$33,408,217
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$224,099,845
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$195,356,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Interest on participant loans	2010-12-31	$136,601
Value of interest in master investment trust accounts at end of year	2010-12-31	$221,040,102
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$191,426,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$12,182,472
Employer contributions (assets) at end of year	2010-12-31	$109,641
Employer contributions (assets) at beginning of year	2010-12-31	$517,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$10,206,226
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	WEINSTEIN SPIRA & COMPANY
Accountancy firm EIN	2010-12-31	742181616
2009 : LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LOCKE LORD LLP RETIREMENT SAVINGS PLAN

2022: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LOCKE LORD LLP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

31047

Policy instance

Insurance contract or identification number	31047
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

31047

Policy instance

Insurance contract or identification number	31047
Number of Individuals Covered	2
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

31047

Policy instance

Insurance contract or identification number	31047
Number of Individuals Covered	3
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

31047

Policy instance

Insurance contract or identification number	31047
Number of Individuals Covered	3
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

31047

Policy instance

Insurance contract or identification number	31047
Number of Individuals Covered	3
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

31047

Policy instance

Insurance contract or identification number	31047
Number of Individuals Covered	3
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

880636006PR

Policy instance

Insurance contract or identification number	880636006PR
Number of Individuals Covered	1
Insurance policy start date	2015-09-16
Insurance policy end date	2016-09-16
Total amount of commissions paid to insurance broker	USD $1,985
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,985
Insurance broker organization code?	3
Insurance broker name	CHRIS AITKEN

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

31047

Policy instance

Insurance contract or identification number	31047
Number of Individuals Covered	3
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

880636006PR

Policy instance

Insurance contract or identification number	880636006PR
Number of Individuals Covered	1
Insurance policy start date	2014-09-16
Insurance policy end date	2015-09-16
Total amount of commissions paid to insurance broker	USD $1,949
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,949
Insurance broker organization code?	3
Insurance broker name	CHRIS AITKEN

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

31047

Policy instance

Insurance contract or identification number	31047
Number of Individuals Covered	3
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

880636006PR

Policy instance

Insurance contract or identification number	880636006PR
Number of Individuals Covered	1
Insurance policy start date	2013-09-16
Insurance policy end date	2014-09-16
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Insurance broker name	CHRIS AITKEN

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

31047

Policy instance

Insurance contract or identification number	31047
Number of Individuals Covered	3
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

880636006PR

Policy instance

Insurance contract or identification number	880636006PR
Number of Individuals Covered	1
Insurance policy start date	2012-09-16
Insurance policy end date	2013-09-16
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Insurance broker name	CHRIS AITKEN

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Company Name:	LOCKE LORD, LLP
Employer identification number (EIN):	741164324
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4424893