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SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameSEDGWICK LLP STAFF DEFERRED SAVINGS PLAN
Plan identification number 004

SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.

401k Sponsoring company profile

SEDGWICK LLP has sponsored the creation of one or more 401k plans.

Company Name:SEDGWICK LLP
Employer identification number (EIN):941033310
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about SEDGWICK LLP

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2011-07-05
Company Identification Number: 603125874
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about SEDGWICK LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042019-01-01
0042018-01-01BRUCE CELEBREZZE2019-09-06
0042017-01-01BRUCE CELEBREZZE BRUCE CELEBREZZE2018-10-19
0042016-01-01DAVID ALLEN DAVID ALLEN2017-10-18
0042015-01-01CRAIG PETERSON CRAIG PETERSON2016-10-14
0042014-01-01DAVID SANDERS DAVID SANDERS2015-10-07
0042013-01-01DAVID SANDERS DAVID SANDERS2014-10-15
0042012-01-01MARY BETH MACEDO DAVID SANDERS2013-10-07
0042011-01-01ANNA S. OCONNOR DAVID SANDERS2012-10-10
0042010-01-01ANNA S. OCONNOR DAVID SANDERS2011-07-29
0042009-01-01ANNA S. OCONNOR PATRICIA L. WILLIAMSON2010-08-25

Plan Statistics for SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN

401k plan membership statisitcs for SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN

Measure Date Value
2019: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-010
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01234
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01610
Total number of active participants reported on line 7a of the Form 55002017-01-01234
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01246
Total of all active and inactive participants2017-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01490
Number of participants with account balances2017-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01619
Total number of active participants reported on line 7a of the Form 55002016-01-01374
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01227
Total of all active and inactive participants2016-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01610
Number of participants with account balances2016-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01607
Total number of active participants reported on line 7a of the Form 55002015-01-01400
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01211
Total of all active and inactive participants2015-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01619
Number of participants with account balances2015-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01651
Total number of active participants reported on line 7a of the Form 55002014-01-01363
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01235
Total of all active and inactive participants2014-01-01607
Total participants2014-01-01607
Number of participants with account balances2014-01-01571
2013: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01642
Total number of active participants reported on line 7a of the Form 55002013-01-01458
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01185
Total of all active and inactive participants2013-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01651
Number of participants with account balances2013-01-01609
2012: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01643
Total number of active participants reported on line 7a of the Form 55002012-01-01466
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01168
Total of all active and inactive participants2012-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01642
Number of participants with account balances2012-01-01609
2011: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01638
Total number of active participants reported on line 7a of the Form 55002011-01-01478
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01156
Total of all active and inactive participants2011-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01643
Number of participants with account balances2011-01-01616
2010: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01634
Total number of active participants reported on line 7a of the Form 55002010-01-01477
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-01155
Total of all active and inactive participants2010-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01638
Number of participants with account balances2010-01-01600
2009: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01606
Total number of active participants reported on line 7a of the Form 55002009-01-01482
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01149
Total of all active and inactive participants2009-01-01634
Total participants2009-01-01634
Number of participants with account balances2009-01-01599

Financial Data on SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN

Measure Date Value
2019 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$18,765
Total plan liabilities at beginning of year2019-12-31$26,200
Total income from all sources2019-12-31$971
Expenses. Total of all expenses incurred2019-12-31$360
Total plan assets at end of year2019-12-31$47,361
Total plan assets at beginning of year2019-12-31$54,185
Expenses. Other expenses not covered elsewhere2019-12-31$360
Other income received2019-12-31$971
Net income (gross income less expenses)2019-12-31$611
Net plan assets at end of year (total assets less liabilities)2019-12-31$28,596
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$27,985
2018 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$26,200
Total income from all sources (including contributions)2018-12-31$3,323,007
Total loss/gain on sale of assets2018-12-31$28,050
Total of all expenses incurred2018-12-31$71,236,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$71,180,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$555,344
Value of total assets at end of year2018-12-31$54,185
Value of total assets at beginning of year2018-12-31$67,941,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,035
Total interest from all sources2018-12-31$26,652
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$338,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$338,154
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$139,638
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$312,628
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$78,208
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$415,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$26,200
Administrative expenses (other) incurred2018-12-31$56,035
Total non interest bearing cash at end of year2018-12-31$360
Total non interest bearing cash at beginning of year2018-12-31$360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-67,913,087
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,985
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$67,941,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$63,741,368
Interest on participant loans2018-12-31$4,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$53,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,764,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,764,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$2,374,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Income. Dividends from common stock2018-12-31$379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$71,180,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$44,162
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$60,986
Aggregate carrying amount (costs) on sale of assets2018-12-31$32,936
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-8,702
Total unrealized appreciation/depreciation of assets2017-12-31$-8,702
Total income from all sources (including contributions)2017-12-31$16,552,905
Total loss/gain on sale of assets2017-12-31$10,772
Total of all expenses incurred2017-12-31$30,766,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,737,084
Expenses. Certain deemed distributions of participant loans2017-12-31$10,731
Value of total corrective distributions2017-12-31$5,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,780,611
Value of total assets at end of year2017-12-31$67,941,072
Value of total assets at beginning of year2017-12-31$82,154,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,250
Total interest from all sources2017-12-31$61,894
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,820,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,816,470
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,128,758
Participant contributions at end of year2017-12-31$312,628
Participant contributions at beginning of year2017-12-31$756,980
Participant contributions at end of year2017-12-31$78,208
Participant contributions at beginning of year2017-12-31$59,497
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$559,878
Administrative expenses (other) incurred2017-12-31$12,250
Total non interest bearing cash at end of year2017-12-31$360
Total non interest bearing cash at beginning of year2017-12-31$360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-14,213,158
Value of net assets at end of year (total assets less liabilities)2017-12-31$67,941,072
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$82,154,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$63,741,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$74,659,510
Interest on participant loans2017-12-31$33,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,764,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,754,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,754,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,887,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$91,975
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$975,033
Income. Dividends from common stock2017-12-31$4,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,737,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$44,162
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$948,518
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$287,463
Aggregate carrying amount (costs) on sale of assets2017-12-31$276,691
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$79,182
Total unrealized appreciation/depreciation of assets2016-12-31$79,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,137
Total income from all sources (including contributions)2016-12-31$10,338,205
Total loss/gain on sale of assets2016-12-31$-395
Total of all expenses incurred2016-12-31$7,729,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,721,234
Expenses. Certain deemed distributions of participant loans2016-12-31$3,101
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,847,224
Value of total assets at end of year2016-12-31$82,154,230
Value of total assets at beginning of year2016-12-31$79,563,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,933
Total interest from all sources2016-12-31$41,450
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,499,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,482,690
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,925,734
Participant contributions at end of year2016-12-31$756,980
Participant contributions at beginning of year2016-12-31$777,347
Participant contributions at end of year2016-12-31$59,497
Participant contributions at beginning of year2016-12-31$51,775
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$946,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$18,137
Administrative expenses (other) incurred2016-12-31$4,933
Total non interest bearing cash at end of year2016-12-31$360
Total non interest bearing cash at beginning of year2016-12-31$18,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,608,937
Value of net assets at end of year (total assets less liabilities)2016-12-31$82,154,230
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$79,545,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$74,659,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$71,794,167
Interest on participant loans2016-12-31$39,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,754,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,298,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,298,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,871,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$975,033
Employer contributions (assets) at end of year2016-12-31$975,033
Employer contributions (assets) at beginning of year2016-12-31$982,163
Income. Dividends from common stock2016-12-31$16,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,721,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$948,518
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$640,570
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$12,980
Aggregate carrying amount (costs) on sale of assets2016-12-31$13,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-15,155
Total unrealized appreciation/depreciation of assets2015-12-31$-15,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,137
Total income from all sources (including contributions)2015-12-31$5,175,744
Total loss/gain on sale of assets2015-12-31$-7,115
Total of all expenses incurred2015-12-31$8,362,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,332,072
Expenses. Certain deemed distributions of participant loans2015-12-31$6,654
Value of total corrective distributions2015-12-31$582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,970,771
Value of total assets at end of year2015-12-31$79,563,430
Value of total assets at beginning of year2015-12-31$82,731,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,875
Total interest from all sources2015-12-31$38,550
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,341,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,328,035
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,926,668
Participant contributions at end of year2015-12-31$777,347
Participant contributions at beginning of year2015-12-31$741,058
Participant contributions at end of year2015-12-31$51,775
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$61,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$18,137
Administrative expenses (other) incurred2015-12-31$22,875
Total non interest bearing cash at end of year2015-12-31$18,497
Total non interest bearing cash at beginning of year2015-12-31$1,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,186,439
Value of net assets at end of year (total assets less liabilities)2015-12-31$79,545,293
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$82,731,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$71,794,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$75,942,941
Interest on participant loans2015-12-31$37,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,298,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,464,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,464,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,152,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$982,163
Employer contributions (assets) at end of year2015-12-31$982,163
Employer contributions (assets) at beginning of year2015-12-31$909,154
Income. Dividends from common stock2015-12-31$13,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,332,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$640,570
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$673,142
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$241,710
Aggregate carrying amount (costs) on sale of assets2015-12-31$248,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$27,628
Total unrealized appreciation/depreciation of assets2014-12-31$27,628
Total transfer of assets from this plan2014-12-31$1,513
Total income from all sources (including contributions)2014-12-31$10,441,547
Total loss/gain on sale of assets2014-12-31$-31,477
Total of all expenses incurred2014-12-31$7,529,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,514,790
Value of total corrective distributions2014-12-31$9,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,298,046
Value of total assets at end of year2014-12-31$82,731,732
Value of total assets at beginning of year2014-12-31$79,821,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,641
Total interest from all sources2014-12-31$36,064
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,559,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,546,269
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$909,154
Amount contributed by the employer to the plan for this plan year2014-12-31$909,154
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,263,699
Participant contributions at end of year2014-12-31$741,058
Participant contributions at beginning of year2014-12-31$710,777
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$125,193
Administrative expenses (other) incurred2014-12-31$5,641
Total non interest bearing cash at end of year2014-12-31$1,275
Total non interest bearing cash at beginning of year2014-12-31$1,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,911,715
Value of net assets at end of year (total assets less liabilities)2014-12-31$82,731,732
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$79,821,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$75,942,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$72,424,498
Interest on participant loans2014-12-31$35,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,464,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,685,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,685,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,551,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$909,154
Employer contributions (assets) at end of year2014-12-31$909,154
Employer contributions (assets) at beginning of year2014-12-31$1,161,270
Income. Dividends from common stock2014-12-31$13,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,514,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$673,142
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$837,370
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,068,107
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,099,584
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$125,850
Total unrealized appreciation/depreciation of assets2013-12-31$125,850
Total transfer of assets from this plan2013-12-31$85,100
Expenses. Interest paid2013-12-31$14,842
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$14,842
Total income from all sources (including contributions)2013-12-31$19,569,274
Total loss/gain on sale of assets2013-12-31$4,201
Total of all expenses incurred2013-12-31$4,664,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,642,847
Value of total corrective distributions2013-12-31$1,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,444,588
Value of total assets at end of year2013-12-31$79,821,530
Value of total assets at beginning of year2013-12-31$65,001,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,685
Total interest from all sources2013-12-31$46,462
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,358,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,345,700
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,623,355
Participant contributions at end of year2013-12-31$710,777
Participant contributions at beginning of year2013-12-31$933,420
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$643,061
Administrative expenses (other) incurred2013-12-31$5,685
Total non interest bearing cash at end of year2013-12-31$1,985
Total non interest bearing cash at beginning of year2013-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,904,799
Value of net assets at end of year (total assets less liabilities)2013-12-31$79,821,530
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$65,001,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$72,424,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$57,108,945
Interest on participant loans2013-12-31$45,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,685,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,007,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,007,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,590,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,178,172
Employer contributions (assets) at end of year2013-12-31$1,161,270
Employer contributions (assets) at beginning of year2013-12-31$1,206,238
Income. Dividends from common stock2013-12-31$12,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,642,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$837,370
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$745,896
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,084,391
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,080,190
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$12,655,954
Total of all expenses incurred2012-12-31$5,522,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,515,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,513,188
Value of total assets at end of year2012-12-31$65,001,831
Value of total assets at beginning of year2012-12-31$57,868,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,609
Total interest from all sources2012-12-31$49,302
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,845,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,845,420
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,495,710
Participant contributions at end of year2012-12-31$933,420
Participant contributions at beginning of year2012-12-31$893,916
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$807,968
Administrative expenses (other) incurred2012-12-31$6,609
Total non interest bearing cash at end of year2012-12-31$100
Total non interest bearing cash at beginning of year2012-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,133,390
Value of net assets at end of year (total assets less liabilities)2012-12-31$65,001,831
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,868,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$57,108,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$50,235,614
Interest on participant loans2012-12-31$48,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,007,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,371,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,371,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,248,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,209,510
Employer contributions (assets) at end of year2012-12-31$1,206,238
Employer contributions (assets) at beginning of year2012-12-31$1,203,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,515,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$745,896
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$163,145
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LAUTZE & LAUTZE
Accountancy firm EIN2012-12-31942513310
2011 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$360,877
Total income from all sources (including contributions)2011-12-31$5,274,038
Total of all expenses incurred2011-12-31$3,167,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,162,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,623,993
Value of total assets at end of year2011-12-31$57,868,441
Value of total assets at beginning of year2011-12-31$55,400,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,410
Total interest from all sources2011-12-31$46,132
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,287,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,287,798
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,491,704
Participant contributions at end of year2011-12-31$893,916
Participant contributions at beginning of year2011-12-31$811,099
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$925,478
Administrative expenses (other) incurred2011-12-31$4,410
Total non interest bearing cash at end of year2011-12-31$100
Total non interest bearing cash at beginning of year2011-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,106,690
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,868,441
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$55,400,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$50,235,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$47,648,003
Interest on participant loans2011-12-31$45,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,371,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,806,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,806,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,683,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,206,811
Employer contributions (assets) at end of year2011-12-31$1,203,963
Employer contributions (assets) at beginning of year2011-12-31$1,135,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,162,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$163,145
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LAUTZE & LAUTZE
Accountancy firm EIN2011-12-31942513310
2010 : SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$10,699,001
Total of all expenses incurred2010-12-31$3,366,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,351,387
Expenses. Certain deemed distributions of participant loans2010-12-31$10,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,663,093
Value of total assets at end of year2010-12-31$55,400,874
Value of total assets at beginning of year2010-12-31$48,068,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,239
Total interest from all sources2010-12-31$38,611
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,076,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,076,829
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,280,790
Participant contributions at end of year2010-12-31$811,099
Participant contributions at beginning of year2010-12-31$533,921
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$235,282
Administrative expenses (other) incurred2010-12-31$5,239
Total non interest bearing cash at end of year2010-12-31$100
Total non interest bearing cash at beginning of year2010-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,332,060
Value of net assets at end of year (total assets less liabilities)2010-12-31$55,400,874
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,068,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$47,648,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,877,468
Interest on participant loans2010-12-31$37,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,806,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,520,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,520,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,920,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,147,021
Employer contributions (assets) at end of year2010-12-31$1,135,272
Employer contributions (assets) at beginning of year2010-12-31$1,136,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,351,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LAUTZE & LAUTZE
Accountancy firm EIN2010-12-31942513310

Form 5500 Responses for SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN

2019: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SEDGWICK LLP STAFF DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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