401k Plan data: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN plan

SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 401k Plan overview

Plan Name	SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN
Plan identification number	005

SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 ATTORNEY DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2019-01-01
005 2018-01-01 BRUCE CELEBREZZE 2019-09-06
005 2017-01-01 BRUCE CELEBREZZE BRUCE CELEBREZZE 2018-10-19
005 2016-01-01 DAVID ALLEN DAVID ALLEN 2017-10-18
005 2015-01-01 CRAIG PETERSON CRAIG PETERSON 2016-10-14
005 2014-01-01 DAVID SANDERS DAVID SANDERS 2015-10-07
005 2013-01-01 DAVID SANDERS DAVID SANDERS 2014-10-15
005 2012-01-01 MARY BETH MACEDO DAVID SANDERS 2013-10-07
005 2011-01-01 ANNA S. O'CONNOR DAVID SANDERS 2012-10-10
005 2010-01-01 ANNA S. OCONNOR DAVID SANDERS 2012-03-30
005 2009-01-01 ANNA S. OCONNOR PATRICIA L. WILLIAMSON 2010-08-25
005 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2019-01-01
005	2018-01-01	BRUCE CELEBREZZE	2019-09-06
005	2017-01-01	BRUCE CELEBREZZE		BRUCE CELEBREZZE	2018-10-19
005	2016-01-01	DAVID ALLEN		DAVID ALLEN	2017-10-18
005	2015-01-01	CRAIG PETERSON		CRAIG PETERSON	2016-10-14
005	2014-01-01	DAVID SANDERS		DAVID SANDERS	2015-10-07
005	2013-01-01	DAVID SANDERS		DAVID SANDERS	2014-10-15
005	2012-01-01	MARY BETH MACEDO		DAVID SANDERS	2013-10-07
005	2011-01-01	ANNA S. O'CONNOR		DAVID SANDERS	2012-10-10
005	2010-01-01	ANNA S. OCONNOR		DAVID SANDERS	2012-03-30
005	2009-01-01	ANNA S. OCONNOR		PATRICIA L. WILLIAMSON	2010-08-25
005	2008-01-01

Plan Statistics for SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN

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

Measure Date Value
2019: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 389
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 95
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 224
Total of all active and inactive participants 2017-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 321
Number of participants with account balances 2017-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 399
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 182
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 206
Total of all active and inactive participants 2016-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 389
Number of participants with account balances 2016-01-01 365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 193
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 205
Total of all active and inactive participants 2015-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 399
Number of participants with account balances 2015-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 417
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 205
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 201
Total of all active and inactive participants 2014-01-01 406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 406
Number of participants with account balances 2014-01-01 374
2013: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 469
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 225
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 192
Total of all active and inactive participants 2013-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 417
Number of participants with account balances 2013-01-01 387
2012: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 495
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 302
Number of other retired or separated participants entitled to future benefits 2012-01-01 167
Total of all active and inactive participants 2012-01-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 469
Number of participants with account balances 2012-01-01 398
2011: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 473
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 326
Number of other retired or separated participants entitled to future benefits 2011-01-01 167
Total of all active and inactive participants 2011-01-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 495
Number of participants with account balances 2011-01-01 392
2010: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 308
Number of other retired or separated participants entitled to future benefits 2010-01-01 163
Total of all active and inactive participants 2010-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 473
Number of participants with account balances 2010-01-01 367
2009: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 488
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 314
Number of other retired or separated participants entitled to future benefits 2009-01-01 158
Total of all active and inactive participants 2009-01-01 472
Total participants 2009-01-01 472
Number of participants with account balances 2009-01-01 372

Measure	Date	Value
2019: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	389
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	95
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	224
Total of all active and inactive participants	2017-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	321
Number of participants with account balances	2017-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	399
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	182
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	206
Total of all active and inactive participants	2016-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	389
Number of participants with account balances	2016-01-01	365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	193
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	205
Total of all active and inactive participants	2015-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	399
Number of participants with account balances	2015-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	205
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	201
Total of all active and inactive participants	2014-01-01	406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	406
Number of participants with account balances	2014-01-01	374
2013: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	469
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	225
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	192
Total of all active and inactive participants	2013-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	417
Number of participants with account balances	2013-01-01	387
2012: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	495
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	302
Number of other retired or separated participants entitled to future benefits	2012-01-01	167
Total of all active and inactive participants	2012-01-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	469
Number of participants with account balances	2012-01-01	398
2011: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	473
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	326
Number of other retired or separated participants entitled to future benefits	2011-01-01	167
Total of all active and inactive participants	2011-01-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	495
Number of participants with account balances	2011-01-01	392
2010: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	308
Number of other retired or separated participants entitled to future benefits	2010-01-01	163
Total of all active and inactive participants	2010-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	473
Number of participants with account balances	2010-01-01	367
2009: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	488
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	314
Number of other retired or separated participants entitled to future benefits	2009-01-01	158
Total of all active and inactive participants	2009-01-01	472
Total participants	2009-01-01	472
Number of participants with account balances	2009-01-01	372

Financial Data on SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN

Measure	Date	Value
2019 : SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$3,661
Total plan liabilities at beginning of year	2019-12-31	$5,525
Total income from all sources	2019-12-31	$45,859
Expenses. Total of all expenses incurred	2019-12-31	$113
Total plan assets at end of year	2019-12-31	$227,484
Total plan assets at beginning of year	2019-12-31	$183,602
Expenses. Other expenses not covered elsewhere	2019-12-31	$113
Other income received	2019-12-31	$45,859
Net income (gross income less expenses)	2019-12-31	$45,746
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$223,823
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$178,077
2018 : SEDGWICK LLP ATTORNEY 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	$5,525
Total income from all sources (including contributions)	2018-12-31	$2,161,053
Total loss/gain on sale of assets	2018-12-31	$203,275
Total of all expenses incurred	2018-12-31	$38,870,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$38,869,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,397
Value of total assets at end of year	2018-12-31	$183,602
Value of total assets at beginning of year	2018-12-31	$36,887,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,439
Total interest from all sources	2018-12-31	$11,186
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$199,218
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	$195,521
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,397
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$101,070
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$22,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$5,525
Administrative expenses (other) incurred	2018-12-31	$1,439
Total non interest bearing cash at end of year	2018-12-31	$110
Total non interest bearing cash at beginning of year	2018-12-31	$110
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	$-36,709,503
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$178,077
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$36,887,580
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	$177,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$34,414,202
Interest on participant loans	2018-12-31	$2,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$5,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,127,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,127,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$8,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$1,742,977
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
Income. Dividends from common stock	2018-12-31	$3,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$38,869,117
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	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$1,221,842
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
Aggregate proceeds on sale of assets	2018-12-31	$1,428,565
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,225,290
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$395,572
Total unrealized appreciation/depreciation of assets	2017-12-31	$395,572
Total income from all sources (including contributions)	2017-12-31	$9,213,772
Total loss/gain on sale of assets	2017-12-31	$22,607
Total of all expenses incurred	2017-12-31	$8,936,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$8,933,998
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,720,135
Value of total assets at end of year	2017-12-31	$36,887,580
Value of total assets at beginning of year	2017-12-31	$36,610,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,841
Total interest from all sources	2017-12-31	$17,058
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,385,813
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	$1,380,790
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
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	$1,533,729
Participant contributions at end of year	2017-12-31	$101,070
Participant contributions at beginning of year	2017-12-31	$262,541
Participant contributions at end of year	2017-12-31	$22,535
Participant contributions at beginning of year	2017-12-31	$62,313
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$186,406
Administrative expenses (other) incurred	2017-12-31	$2,841
Total non interest bearing cash at end of year	2017-12-31	$110
Total non interest bearing cash at beginning of year	2017-12-31	$110
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	$276,933
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$36,887,580
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$36,610,647
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	$34,414,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$34,296,416
Interest on participant loans	2017-12-31	$10,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,127,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,071,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,071,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$6,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,672,587
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
Income. Dividends from common stock	2017-12-31	$5,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$8,933,998
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	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$1,221,842
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$918,153
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
Aggregate proceeds on sale of assets	2017-12-31	$157,884
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$135,277
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$58,891
Total unrealized appreciation/depreciation of assets	2016-12-31	$58,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,262
Total income from all sources (including contributions)	2016-12-31	$5,348,289
Total loss/gain on sale of assets	2016-12-31	$2,502
Total of all expenses incurred	2016-12-31	$2,141,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,135,091
Expenses. Certain deemed distributions of participant loans	2016-12-31	$5,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,734,963
Value of total assets at end of year	2016-12-31	$36,610,647
Value of total assets at beginning of year	2016-12-31	$33,407,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,321
Total interest from all sources	2016-12-31	$12,827
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,106,010
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	$1,101,263
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
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	$1,927,644
Participant contributions at end of year	2016-12-31	$262,541
Participant contributions at beginning of year	2016-12-31	$229,541
Participant contributions at end of year	2016-12-31	$62,313
Participant contributions at beginning of year	2016-12-31	$42,115
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$807,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$3,262
Administrative expenses (other) incurred	2016-12-31	$1,321
Total non interest bearing cash at end of year	2016-12-31	$110
Total non interest bearing cash at beginning of year	2016-12-31	$3,372
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	$3,206,570
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$36,610,647
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$33,404,077
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	$34,296,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$31,562,439
Interest on participant loans	2016-12-31	$12,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,071,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$709,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$709,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,433,096
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	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Income. Dividends from common stock	2016-12-31	$4,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,135,091
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	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$918,153
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$859,879
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
Aggregate proceeds on sale of assets	2016-12-31	$215,425
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$212,923
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$66,630
Total unrealized appreciation/depreciation of assets	2015-12-31	$66,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,262
Total income from all sources (including contributions)	2015-12-31	$2,667,562
Total loss/gain on sale of assets	2015-12-31	$19,037
Total of all expenses incurred	2015-12-31	$2,974,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,969,791
Value of total corrective distributions	2015-12-31	$3,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,175,674
Value of total assets at end of year	2015-12-31	$33,407,339
Value of total assets at beginning of year	2015-12-31	$33,711,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,409
Total interest from all sources	2015-12-31	$12,432
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,386,788
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	$1,383,234
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
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	$1,986,317
Participant contributions at end of year	2015-12-31	$229,541
Participant contributions at beginning of year	2015-12-31	$259,836
Participant contributions at end of year	2015-12-31	$42,115
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$189,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$3,262
Administrative expenses (other) incurred	2015-12-31	$1,409
Total non interest bearing cash at end of year	2015-12-31	$3,372
Total non interest bearing cash at beginning of year	2015-12-31	$110
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	$-307,116
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$33,404,077
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$33,711,193
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$31,562,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$31,980,652
Interest on participant loans	2015-12-31	$12,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$709,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$747,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$747,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-992,999
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
Income. Dividends from common stock	2015-12-31	$3,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,969,791
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	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$859,879
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$723,191
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
Aggregate proceeds on sale of assets	2015-12-31	$90,392
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$71,355
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$165,862
Total unrealized appreciation/depreciation of assets	2014-12-31	$165,862
Total transfer of assets to this plan	2014-12-31	$1,513
Total income from all sources (including contributions)	2014-12-31	$4,880,658
Total loss/gain on sale of assets	2014-12-31	$-52,205
Total of all expenses incurred	2014-12-31	$2,621,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,615,603
Value of total corrective distributions	2014-12-31	$1,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,260,693
Value of total assets at end of year	2014-12-31	$33,711,193
Value of total assets at beginning of year	2014-12-31	$31,450,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,854
Total interest from all sources	2014-12-31	$15,699
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,381,207
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	$1,377,526
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,218,408
Participant contributions at end of year	2014-12-31	$259,836
Participant contributions at beginning of year	2014-12-31	$314,313
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$42,285
Administrative expenses (other) incurred	2014-12-31	$4,854
Total non interest bearing cash at end of year	2014-12-31	$110
Total non interest bearing cash at beginning of year	2014-12-31	$187
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	$2,259,039
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$33,711,193
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$31,450,641
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$31,980,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$29,678,123
Interest on participant loans	2014-12-31	$14,876
Income. Interest from US Government securities	2014-12-31	$823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$747,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$910,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$910,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,109,402
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
Income. Dividends from common stock	2014-12-31	$3,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,615,603
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	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$723,191
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$547,740
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
Aggregate proceeds on sale of assets	2014-12-31	$316,085
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$368,290
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$176,530
Total unrealized appreciation/depreciation of assets	2013-12-31	$176,530
Total transfer of assets to this plan	2013-12-31	$85,100
Total income from all sources (including contributions)	2013-12-31	$9,156,801
Total loss/gain on sale of assets	2013-12-31	$1,915
Total of all expenses incurred	2013-12-31	$3,479,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,475,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,791,405
Value of total assets at end of year	2013-12-31	$31,450,641
Value of total assets at beginning of year	2013-12-31	$25,688,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,082
Total interest from all sources	2013-12-31	$20,931
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,307,295
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	$1,304,561
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,358,291
Participant contributions at end of year	2013-12-31	$314,313
Participant contributions at beginning of year	2013-12-31	$412,508
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$431,281
Administrative expenses (other) incurred	2013-12-31	$4,082
Total non interest bearing cash at end of year	2013-12-31	$187
Total non interest bearing cash at beginning of year	2013-12-31	$110
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	$5,677,497
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$31,450,641
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,688,044
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$29,678,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$24,340,048
Interest on participant loans	2013-12-31	$20,852
Income. Interest from US Government securities	2013-12-31	$79
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$910,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$634,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$634,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,858,725
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	$1,833
Income. Dividends from common stock	2013-12-31	$2,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,475,222
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	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$547,740
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$301,206
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
Aggregate proceeds on sale of assets	2013-12-31	$71,707
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$69,792
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2013-12-31	390859910
2012 : SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$6,079,391
Total of all expenses incurred	2012-12-31	$1,910,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,908,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,958,259
Value of total assets at end of year	2012-12-31	$25,688,044
Value of total assets at beginning of year	2012-12-31	$21,518,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,170
Total interest from all sources	2012-12-31	$16,136
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$733,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$733,467
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,501,295
Participant contributions at end of year	2012-12-31	$412,508
Participant contributions at beginning of year	2012-12-31	$264,438
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$456,964
Administrative expenses (other) incurred	2012-12-31	$2,170
Total non interest bearing cash at end of year	2012-12-31	$110
Total non interest bearing cash at beginning of year	2012-12-31	$110
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	$4,169,196
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,688,044
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,518,848
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$24,340,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$20,496,739
Interest on participant loans	2012-12-31	$16,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$634,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$687,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$687,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,371,529
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,908,025
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	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$301,206
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$69,595
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	LAUTZE & LAUTZE
Accountancy firm EIN	2012-12-31	942513310
2011 : SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2011 401k financial data
Total transfer of assets from this plan	2011-12-31	$360,877
Total income from all sources (including contributions)	2011-12-31	$2,847,742
Total of all expenses incurred	2011-12-31	$2,018,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,016,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,193,711
Value of total assets at end of year	2011-12-31	$21,518,848
Value of total assets at beginning of year	2011-12-31	$21,050,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,103
Total interest from all sources	2011-12-31	$15,119
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$526,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$526,026
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,400,627
Participant contributions at end of year	2011-12-31	$264,438
Participant contributions at beginning of year	2011-12-31	$265,857
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$793,084
Administrative expenses (other) incurred	2011-12-31	$1,103
Total non interest bearing cash at end of year	2011-12-31	$110
Total non interest bearing cash at beginning of year	2011-12-31	$110
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	$829,680
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,518,848
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,050,045
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$20,496,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$20,038,338
Interest on participant loans	2011-12-31	$15,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$687,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$745,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$745,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$66
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-887,114
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,016,959
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	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$69,595
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	LAUTZE & LAUTZE
Accountancy firm EIN	2011-12-31	942513310
2010 : SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$5,070,526
Total of all expenses incurred	2010-12-31	$1,380,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,380,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,498,932
Value of total assets at end of year	2010-12-31	$21,050,045
Value of total assets at beginning of year	2010-12-31	$17,360,029
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$496
Total interest from all sources	2010-12-31	$13,786
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$393,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$393,886
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,372,120
Participant contributions at end of year	2010-12-31	$265,857
Participant contributions at beginning of year	2010-12-31	$241,497
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$126,812
Administrative expenses (other) incurred	2010-12-31	$496
Total non interest bearing cash at end of year	2010-12-31	$110
Total non interest bearing cash at beginning of year	2010-12-31	$110
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	$3,690,016
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,050,045
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,360,029
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$20,038,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$16,247,102
Interest on participant loans	2010-12-31	$13,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$745,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$871,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$871,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,163,922
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	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,380,014
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	2010-12-31	No
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	LAUTZE & LAUTZE
Accountancy firm EIN	2010-12-31	942513310

Form 5500 Responses for SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN

2019: SEDGWICK LLP ATTORNEY DEFERRED 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: SEDGWICK LLP ATTORNEY DEFERRED SAVINGS PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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

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