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ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN
Plan identification number 001

ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.

401k Sponsoring company profile

ARNOLD GALLAGHER PC has sponsored the creation of one or more 401k plans.

Company Name:ARNOLD GALLAGHER PC
Employer identification number (EIN):931098861
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01
0012020-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01KRIS COBURN KRIS COBURN2018-05-29
0012015-11-01KRIS COBURN KRIS COBURN2017-04-10
0012014-11-01KRIS COBURN KRIS COBURN2016-06-30
0012013-11-01KRIS COBURN KRIS COBURN2016-06-30
0012012-11-01KRIS COBURN KRIS COBURN2016-06-30
0012011-11-01KRIS COBURN KRIS COBURN2013-02-26
0012010-11-01KRIS COBURN KRIS COBURN2012-02-17
0012009-11-01KRIS COBURN KRIS COBURN2011-02-22

Plan Statistics for ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN

Measure Date Value
2021: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-0124
Total number of active participants reported on line 7a of the Form 55002021-11-0116
Number of retired or separated participants receiving benefits2021-11-0110
Total of all active and inactive participants2021-11-0126
Total participants2021-11-0126
Number of participants with account balances2021-11-0124
2020: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-0125
Total number of active participants reported on line 7a of the Form 55002020-11-0115
Number of retired or separated participants receiving benefits2020-11-019
Total of all active and inactive participants2020-11-0124
Total participants2020-11-0124
Number of participants with account balances2020-11-0121
2019: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-0127
Total number of active participants reported on line 7a of the Form 55002019-11-0117
Number of retired or separated participants receiving benefits2019-11-018
Total of all active and inactive participants2019-11-0125
Total participants2019-11-0125
Number of participants with account balances2019-11-0122
2018: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-0126
Total number of active participants reported on line 7a of the Form 55002018-11-0121
Number of retired or separated participants receiving benefits2018-11-016
Total of all active and inactive participants2018-11-0127
Total participants2018-11-0127
Number of participants with account balances2018-11-0125
2017: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-0127
Total number of active participants reported on line 7a of the Form 55002017-11-0125
Number of retired or separated participants receiving benefits2017-11-011
Total of all active and inactive participants2017-11-0126
Total participants2017-11-0126
2016: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-0128
Total number of active participants reported on line 7a of the Form 55002016-11-0124
Number of retired or separated participants receiving benefits2016-11-013
Total of all active and inactive participants2016-11-0127
Total participants2016-11-0127
Number of participants with account balances2016-11-0127
2015: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-0128
Total number of active participants reported on line 7a of the Form 55002015-11-0124
Number of retired or separated participants receiving benefits2015-11-014
Total of all active and inactive participants2015-11-0128
Total participants2015-11-0128
Number of participants with account balances2015-11-0128
2014: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-0131
Total number of active participants reported on line 7a of the Form 55002014-11-0126
Number of retired or separated participants receiving benefits2014-11-012
Total of all active and inactive participants2014-11-0128
Total participants2014-11-0128
Number of participants with account balances2014-11-0127
2013: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-0135
Total number of active participants reported on line 7a of the Form 55002013-11-0127
Number of retired or separated participants receiving benefits2013-11-014
Total of all active and inactive participants2013-11-0131
Total participants2013-11-0131
Number of participants with account balances2013-11-0131
2012: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-0134
Total number of active participants reported on line 7a of the Form 55002012-11-0126
Number of retired or separated participants receiving benefits2012-11-019
Total of all active and inactive participants2012-11-0135
Total participants2012-11-0135
Number of participants with account balances2012-11-0135
2011: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-0133
Total number of active participants reported on line 7a of the Form 55002011-11-0127
Number of retired or separated participants receiving benefits2011-11-017
Total of all active and inactive participants2011-11-0134
Total participants2011-11-0134
Number of participants with account balances2011-11-0134
2010: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-0133
Total number of active participants reported on line 7a of the Form 55002010-11-0130
Number of retired or separated participants receiving benefits2010-11-013
Total of all active and inactive participants2010-11-0133
Total participants2010-11-0133
Number of participants with account balances2010-11-0133
2009: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0132
Total number of active participants reported on line 7a of the Form 55002009-11-0130
Number of other retired or separated participants entitled to future benefits2009-11-013
Total of all active and inactive participants2009-11-0133
Total participants2009-11-0133
Number of participants with account balances2009-11-0133

Financial Data on ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN

Measure Date Value
2022 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-10-31$-881,963
Expenses. Total of all expenses incurred2022-10-31$2,427,079
Benefits paid (including direct rollovers)2022-10-31$2,408,646
Total plan assets at end of year2022-10-31$5,405,000
Total plan assets at beginning of year2022-10-31$8,714,042
Value of fidelity bond covering the plan2022-10-31$500,000
Total contributions received or receivable from participants2022-10-31$140,984
Other income received2022-10-31$-1,172,947
Net income (gross income less expenses)2022-10-31$-3,309,042
Net plan assets at end of year (total assets less liabilities)2022-10-31$5,405,000
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$8,714,042
Total contributions received or receivable from employer(s)2022-10-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-10-31$18,433
2021 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-10-31$1,936,488
Expenses. Total of all expenses incurred2021-10-31$424,076
Benefits paid (including direct rollovers)2021-10-31$398,846
Total plan assets at end of year2021-10-31$8,714,042
Total plan assets at beginning of year2021-10-31$7,201,630
Value of fidelity bond covering the plan2021-10-31$500,000
Total contributions received or receivable from participants2021-10-31$168,306
Other income received2021-10-31$1,568,182
Net income (gross income less expenses)2021-10-31$1,512,412
Net plan assets at end of year (total assets less liabilities)2021-10-31$8,714,042
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$7,201,630
Assets. Value of participant loans2021-10-31$571
Total contributions received or receivable from employer(s)2021-10-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$25,230
2020 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-10-31$591,259
Expenses. Total of all expenses incurred2020-10-31$161,684
Benefits paid (including direct rollovers)2020-10-31$141,808
Total plan assets at end of year2020-10-31$7,201,630
Total plan assets at beginning of year2020-10-31$6,772,055
Value of fidelity bond covering the plan2020-10-31$500,000
Total contributions received or receivable from participants2020-10-31$191,895
Other income received2020-10-31$199,364
Net income (gross income less expenses)2020-10-31$429,575
Net plan assets at end of year (total assets less liabilities)2020-10-31$7,201,630
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$6,772,055
Assets. Value of participant loans2020-10-31$7,219
Total contributions received or receivable from employer(s)2020-10-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$19,876
2019 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-10-31$1,004,339
Expenses. Total of all expenses incurred2019-10-31$1,367,220
Benefits paid (including direct rollovers)2019-10-31$1,348,891
Total plan assets at end of year2019-10-31$6,772,055
Total plan assets at beginning of year2019-10-31$7,134,936
Value of fidelity bond covering the plan2019-10-31$500,000
Total contributions received or receivable from participants2019-10-31$193,735
Other income received2019-10-31$603,203
Net income (gross income less expenses)2019-10-31$-362,881
Net plan assets at end of year (total assets less liabilities)2019-10-31$6,772,055
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$7,134,936
Assets. Value of participant loans2019-10-31$30,121
Total contributions received or receivable from employer(s)2019-10-31$207,401
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$18,329
2017 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-10-31$1,426,998
Expenses. Total of all expenses incurred2017-10-31$1,324,916
Benefits paid (including direct rollovers)2017-10-31$1,301,651
Total plan assets at end of year2017-10-31$8,232,524
Total plan assets at beginning of year2017-10-31$8,130,442
Value of fidelity bond covering the plan2017-10-31$500,000
Total contributions received or receivable from participants2017-10-31$148,247
Other income received2017-10-31$1,078,751
Net income (gross income less expenses)2017-10-31$102,082
Net plan assets at end of year (total assets less liabilities)2017-10-31$8,232,524
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$8,130,442
Assets. Value of participant loans2017-10-31$52,855
Total contributions received or receivable from employer(s)2017-10-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$23,265
2016 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-10-31$482,990
Expenses. Total of all expenses incurred2016-10-31$132,894
Benefits paid (including direct rollovers)2016-10-31$102,571
Total plan assets at end of year2016-10-31$8,130,442
Total plan assets at beginning of year2016-10-31$7,780,346
Value of fidelity bond covering the plan2016-10-31$500,000
Total contributions received or receivable from participants2016-10-31$159,493
Other income received2016-10-31$193,497
Net income (gross income less expenses)2016-10-31$350,096
Net plan assets at end of year (total assets less liabilities)2016-10-31$8,130,442
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$7,780,346
Assets. Value of participant loans2016-10-31$42,837
Total contributions received or receivable from employer(s)2016-10-31$130,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$30,323
2015 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-10-31$397,685
Expenses. Total of all expenses incurred2015-10-31$151,818
Benefits paid (including direct rollovers)2015-10-31$120,265
Total plan assets at end of year2015-10-31$7,780,346
Total plan assets at beginning of year2015-10-31$7,534,479
Value of fidelity bond covering the plan2015-10-31$500,000
Total contributions received or receivable from participants2015-10-31$170,000
Other income received2015-10-31$42,685
Net income (gross income less expenses)2015-10-31$245,867
Net plan assets at end of year (total assets less liabilities)2015-10-31$7,780,346
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$7,534,479
Assets. Value of participant loans2015-10-31$55,198
Total contributions received or receivable from employer(s)2015-10-31$185,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$31,553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$120,315
2014 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$962,587
Expenses. Total of all expenses incurred2014-10-31$791,512
Benefits paid (including direct rollovers)2014-10-31$766,147
Total plan assets at end of year2014-10-31$7,522,470
Total plan assets at beginning of year2014-10-31$7,351,395
Value of fidelity bond covering the plan2014-10-31$500,000
Total contributions received or receivable from participants2014-10-31$197,570
Other income received2014-10-31$580,017
Net income (gross income less expenses)2014-10-31$171,075
Net plan assets at end of year (total assets less liabilities)2014-10-31$7,522,470
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$7,351,395
Assets. Value of participant loans2014-10-31$19,174
Total contributions received or receivable from employer(s)2014-10-31$185,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$25,365
2013 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-10-31$1,395,665
Expenses. Total of all expenses incurred2013-10-31$2,131,280
Benefits paid (including direct rollovers)2013-10-31$2,062,037
Total plan assets at end of year2013-10-31$7,351,395
Total plan assets at beginning of year2013-10-31$8,087,010
Value of fidelity bond covering the plan2013-10-31$500,000
Total contributions received or receivable from participants2013-10-31$203,052
Other income received2013-10-31$1,012,623
Net income (gross income less expenses)2013-10-31$-735,615
Net plan assets at end of year (total assets less liabilities)2013-10-31$7,351,395
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$8,087,010
Assets. Value of participant loans2013-10-31$39,661
Total contributions received or receivable from employer(s)2013-10-31$179,990
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$69,243
2012 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-10-31$878,597
Expenses. Total of all expenses incurred2012-10-31$1,791,769
Benefits paid (including direct rollovers)2012-10-31$1,725,436
Total plan assets at end of year2012-10-31$8,087,010
Total plan assets at beginning of year2012-10-31$9,000,182
Value of fidelity bond covering the plan2012-10-31$500,000
Total contributions received or receivable from participants2012-10-31$204,436
Other income received2012-10-31$489,161
Net income (gross income less expenses)2012-10-31$-913,172
Net plan assets at end of year (total assets less liabilities)2012-10-31$8,087,010
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$9,000,182
Assets. Value of participant loans2012-10-31$55,360
Total contributions received or receivable from employer(s)2012-10-31$185,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$66,333
2011 : ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-10-31$560,033
Expenses. Total of all expenses incurred2011-10-31$105,611
Benefits paid (including direct rollovers)2011-10-31$27,739
Total plan assets at end of year2011-10-31$9,000,182
Total plan assets at beginning of year2011-10-31$8,545,760
Value of fidelity bond covering the plan2011-10-31$500,000
Total contributions received or receivable from participants2011-10-31$204,702
Other income received2011-10-31$180,331
Net income (gross income less expenses)2011-10-31$454,422
Net plan assets at end of year (total assets less liabilities)2011-10-31$9,000,182
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$8,545,760
Assets. Value of participant loans2011-10-31$48,414
Total contributions received or receivable from employer(s)2011-10-31$175,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$77,872

Form 5500 Responses for ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN

2021: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedYes
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedYes
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedYes
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: ARNOLD GALLAGHER PERCELL ROBERTS & POTTER PC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01This submission is the final filingNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336487-01
Policy instance 1
Insurance contract or identification number336487-01
Number of Individuals Covered2
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336487-01
Policy instance 1
Insurance contract or identification number336487-01
Number of Individuals Covered4
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336487-01
Policy instance 1
Insurance contract or identification number336487-01
Number of Individuals Covered4
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336487-01
Policy instance 1
Insurance contract or identification number336487-01
Number of Individuals Covered2
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336487-01
Policy instance 1
Insurance contract or identification number336487-01
Number of Individuals Covered3
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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