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SEDGWICK LLP MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameSEDGWICK LLP MONEY PURCHASE PENSION PLAN
Plan identification number 007

SEDGWICK LLP MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.
  • 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 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072020-01-01DEBRA FLAUM2020-11-22
0072019-01-01
0072018-01-01BRUCE CELEBREZZE2019-09-06
0072017-01-01BRUCE CELEBREZZE BRUCE CELEBREZZE2018-10-19
0072016-01-01DAVID ALLEN DAVID ALLEN2017-10-18
0072015-01-01CRAIG PETERSON CRAIG PETERSON2016-10-14
0072014-01-01DAVID SANDERS DAVID SANDERS2015-10-07
0072013-01-01DAVID SANDERS DAVID SANDERS2014-10-15
0072012-01-01MARY BETH MACEDO DAVID SANDERS2013-10-07
0072011-01-01ANNA S. O'CONNOR DAVID SANDERS2012-10-10
0072010-01-01ANNA S. OCONNOR DAVID SANDERS2011-07-29
0072009-01-01ANNA S. OCONNOR PATRICIA L. WILLIAMSON2010-08-25

Plan Statistics for SEDGWICK LLP MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for SEDGWICK LLP MONEY PURCHASE PENSION PLAN

Measure Date Value
2019: SEDGWICK LLP MONEY PURCHASE PENSION 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
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
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 MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0160
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 MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-0160
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01106
Number of participants with account balances2017-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01147
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01143
Number of participants with account balances2016-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01156
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01147
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01156
Total participants2014-01-01156
Number of participants with account balances2014-01-01147
2013: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01158
Total participants2013-01-01158
Number of participants with account balances2013-01-01152
2012: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01143
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01147
Total participants2012-01-01147
Number of participants with account balances2012-01-01142
2011: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01143
Total participants2011-01-01143
Number of participants with account balances2011-01-01139
2010: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01135
Total number of active participants reported on line 7a of the Form 55002010-01-01120
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01141
Total participants2010-01-01141
Number of participants with account balances2010-01-01137
2009: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01135
Total participants2009-01-01135
Number of participants with account balances2009-01-01132

Financial Data on SEDGWICK LLP MONEY PURCHASE PENSION PLAN

Measure Date Value
2019 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$3,091
Total plan liabilities at beginning of year2019-12-31$4,971
Total income from all sources2019-12-31$84
Expenses. Total of all expenses incurred2019-12-31$84
Total plan assets at end of year2019-12-31$3,091
Total plan assets at beginning of year2019-12-31$4,971
Expenses. Other expenses not covered elsewhere2019-12-31$84
Other income received2019-12-31$84
Net income (gross income less expenses)2019-12-31$0
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
2018 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,971
Total income from all sources (including contributions)2018-12-31$1,605,088
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$48,095,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,090,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$4,971
Value of total assets at beginning of year2018-12-31$46,490,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,971
Total interest from all sources2018-12-31$9,262
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$269,121
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$269,121
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,971
Administrative expenses (other) incurred2018-12-31$4,971
Total non interest bearing cash at end of year2018-12-31$100
Total non interest bearing cash at beginning of year2018-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-46,490,293
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,490,293
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$42,823,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,666,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,666,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$1,326,705
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,090,410
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
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$0
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 MONEY PURCHASE PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,696,138
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$23,355,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,355,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$46,490,293
Value of total assets at beginning of year2017-12-31$60,150,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$465
Total interest from all sources2017-12-31$14,169
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,966,031
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$1,966,031
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$465
Total non interest bearing cash at end of year2017-12-31$100
Total non interest bearing cash at beginning of year2017-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-13,659,728
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,490,293
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$60,150,021
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$42,823,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,614,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,666,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,468,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,468,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,715,938
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$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$211,498
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,355,401
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$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$855,739
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$0
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 MONEY PURCHASE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$72,130
Total unrealized appreciation/depreciation of assets2016-12-31$72,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,289
Total income from all sources (including contributions)2016-12-31$7,301,955
Total loss/gain on sale of assets2016-12-31$27
Total of all expenses incurred2016-12-31$5,913,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,913,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,900,119
Value of total assets at end of year2016-12-31$60,150,021
Value of total assets at beginning of year2016-12-31$58,765,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$111
Total interest from all sources2016-12-31$1,596
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,885,829
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$1,869,687
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,900,119
Amount contributed by the employer to the plan for this plan year2016-12-31$2,900,119
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,289
Administrative expenses (other) incurred2016-12-31$111
Total non interest bearing cash at end of year2016-12-31$100
Total non interest bearing cash at beginning of year2016-12-31$4,389
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$1,388,715
Value of net assets at end of year (total assets less liabilities)2016-12-31$60,150,021
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,761,306
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$55,614,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,860,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,468,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,193,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,193,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,442,254
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$2,900,119
Employer contributions (assets) at end of year2016-12-31$211,498
Employer contributions (assets) at beginning of year2016-12-31$30,883
Income. Dividends from common stock2016-12-31$16,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,913,129
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$855,739
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$675,828
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$27
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-13,315
Total unrealized appreciation/depreciation of assets2015-12-31$-13,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,289
Total income from all sources (including contributions)2015-12-31$3,394,720
Total of all expenses incurred2015-12-31$5,527,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,523,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,853,476
Value of total assets at end of year2015-12-31$58,765,595
Value of total assets at beginning of year2015-12-31$60,894,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,475
Total interest from all sources2015-12-31$345
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,659,041
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$2,645,342
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,853,476
Amount contributed by the employer to the plan for this plan year2015-12-31$2,853,476
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,289
Administrative expenses (other) incurred2015-12-31$4,475
Total non interest bearing cash at end of year2015-12-31$4,389
Total non interest bearing cash at beginning of year2015-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,132,894
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,761,306
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,894,200
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$54,860,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$58,037,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,193,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,175,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,175,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,104,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,853,476
Employer contributions (assets) at end of year2015-12-31$30,883
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$13,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,523,139
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$675,828
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$681,694
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$39,347
Total unrealized appreciation/depreciation of assets2014-12-31$39,347
Total income from all sources (including contributions)2014-12-31$7,742,509
Total of all expenses incurred2014-12-31$4,869,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,868,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,438,023
Value of total assets at end of year2014-12-31$60,894,200
Value of total assets at beginning of year2014-12-31$58,020,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$508
Total interest from all sources2014-12-31$243
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,625,575
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$2,612,075
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$3,174,875
Amount contributed by the employer to the plan for this plan year2014-12-31$3,174,875
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$263,147
Administrative expenses (other) incurred2014-12-31$508
Total non interest bearing cash at end of year2014-12-31$100
Total non interest bearing cash at beginning of year2014-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,873,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,894,200
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,020,819
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$58,037,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,455,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,175,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,925,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,925,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,639,321
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$3,174,876
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$4,766
Income. Dividends from common stock2014-12-31$13,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,868,620
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$681,694
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$634,945
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$111,723
Total unrealized appreciation/depreciation of assets2013-12-31$111,723
Total income from all sources (including contributions)2013-12-31$13,245,319
Total of all expenses incurred2013-12-31$1,755,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,721,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,498,032
Value of total assets at end of year2013-12-31$58,020,819
Value of total assets at beginning of year2013-12-31$46,530,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,514
Total interest from all sources2013-12-31$269
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,195,885
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$2,186,942
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,485,979
Amount contributed by the employer to the plan for this plan year2013-12-31$3,485,979
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,053
Administrative expenses (other) incurred2013-12-31$33,514
Total non interest bearing cash at end of year2013-12-31$100
Total non interest bearing cash at beginning of year2013-12-31$33,000
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$11,489,912
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,020,819
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,530,907
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$54,455,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$43,272,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,925,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,643,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,643,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,439,410
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$3,485,979
Employer contributions (assets) at end of year2013-12-31$4,766
Employer contributions (assets) at beginning of year2013-12-31$6,022
Income. Dividends from common stock2013-12-31$8,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,721,893
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$634,945
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$576,246
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$8,550,149
Total of all expenses incurred2012-12-31$764,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$763,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,393,500
Value of total assets at end of year2012-12-31$46,530,907
Value of total assets at beginning of year2012-12-31$38,744,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44
Total interest from all sources2012-12-31$252
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,477,140
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$1,477,140
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$3,393,500
Amount contributed by the employer to the plan for this plan year2012-12-31$3,393,500
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$44
Total non interest bearing cash at end of year2012-12-31$33,000
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$7,786,138
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,530,907
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,744,769
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$43,272,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,317,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,643,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,421,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,421,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,679,257
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$3,393,500
Employer contributions (assets) at end of year2012-12-31$6,022
Employer contributions (assets) at beginning of year2012-12-31$5,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$763,967
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$576,246
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 MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,743,844
Total of all expenses incurred2011-12-31$1,042,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,042,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,338,197
Value of total assets at end of year2011-12-31$38,744,769
Value of total assets at beginning of year2011-12-31$37,043,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$97
Total interest from all sources2011-12-31$278
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,056,501
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$1,056,501
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,338,197
Amount contributed by the employer to the plan for this plan year2011-12-31$3,338,197
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$97
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$1,701,119
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,744,769
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,043,650
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$36,317,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$34,242,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,421,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,800,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,800,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,651,132
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$3,338,197
Employer contributions (assets) at end of year2011-12-31$5,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,042,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$7,224,618
Total of all expenses incurred2010-12-31$1,800,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,800,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,261,927
Value of total assets at end of year2010-12-31$37,043,650
Value of total assets at beginning of year2010-12-31$31,619,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25
Total interest from all sources2010-12-31$515
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$867,444
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$867,444
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$3,258,327
Amount contributed by the employer to the plan for this plan year2010-12-31$3,258,327
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at beginning of year2010-12-31$2,609
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,600
Administrative expenses (other) incurred2010-12-31$25
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$5,424,022
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,043,650
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,619,628
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$34,242,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,801,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,800,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,815,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,815,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,094,732
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$3,258,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,800,571
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
2009 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$3,004,885
Amount contributed by the employer to the plan for this plan year2009-12-31$3,004,885

Form 5500 Responses for SEDGWICK LLP MONEY PURCHASE PENSION PLAN

2019: SEDGWICK LLP MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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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