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WAGEWORKS, INC. 401(K) PLAN 401k Plan overview

Plan NameWAGEWORKS, INC. 401(K) PLAN
Plan identification number 001

WAGEWORKS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WAGEWORKS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WAGEWORKS, INC.
Employer identification number (EIN):943351864
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about WAGEWORKS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3167756

More information about WAGEWORKS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAGEWORKS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01NATALIE ATWOOD2021-07-15
0012020-01-01NATALIE ATWOOD2021-09-16
0012019-01-01NATALIE ATWOOD2020-12-15
0012018-01-01JASON REICKS2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01COLM CALLAN
0012013-01-01COLM CALLAN
0012012-01-01RICHARD GREEN
0012011-01-01RICHARD GREEN
0012010-01-01RICHARD GREEN
0012009-01-01RICHARD GREEN

Plan Statistics for WAGEWORKS, INC. 401(K) PLAN

401k plan membership statisitcs for WAGEWORKS, INC. 401(K) PLAN

Measure Date Value
2020: WAGEWORKS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,210
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01161
2019: WAGEWORKS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,366
Total number of active participants reported on line 7a of the Form 55002019-01-011,679
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01531
Total of all active and inactive participants2019-01-012,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,210
Number of participants with account balances2019-01-012,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01287
2018: WAGEWORKS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,368
Total number of active participants reported on line 7a of the Form 55002018-01-011,927
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01439
Total of all active and inactive participants2018-01-012,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,366
Number of participants with account balances2018-01-012,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01183
2017: WAGEWORKS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,373
Total number of active participants reported on line 7a of the Form 55002017-01-011,897
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01357
Total of all active and inactive participants2017-01-012,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,254
Number of participants with account balances2017-01-012,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0169
2016: WAGEWORKS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,715
Total number of active participants reported on line 7a of the Form 55002016-01-011,935
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01296
Total of all active and inactive participants2016-01-012,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,231
Number of participants with account balances2016-01-011,860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0199
2015: WAGEWORKS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,864
Total number of active participants reported on line 7a of the Form 55002015-01-011,314
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01330
Total of all active and inactive participants2015-01-011,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,644
Number of participants with account balances2015-01-011,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01167
2014: WAGEWORKS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,391
Total number of active participants reported on line 7a of the Form 55002014-01-011,522
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01293
Total of all active and inactive participants2014-01-011,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,815
Number of participants with account balances2014-01-011,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01101
2013: WAGEWORKS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,282
Total number of active participants reported on line 7a of the Form 55002013-01-01942
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01249
Total of all active and inactive participants2013-01-011,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,191
Number of participants with account balances2013-01-011,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01113
2012: WAGEWORKS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,006
Total number of active participants reported on line 7a of the Form 55002012-01-01739
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01215
Total of all active and inactive participants2012-01-01954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01954
Number of participants with account balances2012-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0144
2011: WAGEWORKS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01957
Total number of active participants reported on line 7a of the Form 55002011-01-01782
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01207
Total of all active and inactive participants2011-01-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01989
Number of participants with account balances2011-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0161
2010: WAGEWORKS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01736
Total number of active participants reported on line 7a of the Form 55002010-01-01808
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01148
Total of all active and inactive participants2010-01-01956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01957
Number of participants with account balances2010-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0157
2009: WAGEWORKS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01643
Total number of active participants reported on line 7a of the Form 55002009-01-01568
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01168
Total of all active and inactive participants2009-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01736
Number of participants with account balances2009-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0192

Financial Data on WAGEWORKS, INC. 401(K) PLAN

Measure Date Value
2020 : WAGEWORKS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-10$0
Total transfer of assets from this plan2020-09-10$102,972,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-10$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-10$94,132
Total income from all sources (including contributions)2020-09-10$15,009,256
Total loss/gain on sale of assets2020-09-10$0
Total of all expenses incurred2020-09-10$14,709,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-10$14,382,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-10$9,392,699
Value of total assets at end of year2020-09-10$0
Value of total assets at beginning of year2020-09-10$102,767,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-10$326,980
Total interest from all sources2020-09-10$455,547
Total dividends received (eg from common stock, registered investment company shares)2020-09-10$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-10No
Was this plan covered by a fidelity bond2020-09-10Yes
Value of fidelity bond cover2020-09-10$1,000,000
If this is an individual account plan, was there a blackout period2020-09-10No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-10$0
Were there any nonexempt tranactions with any party-in-interest2020-09-10No
Contributions received from participants2020-09-10$6,672,190
Participant contributions at end of year2020-09-10$0
Participant contributions at beginning of year2020-09-10$2,708,189
Participant contributions at end of year2020-09-10$0
Participant contributions at beginning of year2020-09-10$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-10$506,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-10$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-10$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-10$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-10$94,132
Other income not declared elsewhere2020-09-10$56,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-10No
Value of net income/loss2020-09-10$299,370
Value of net assets at end of year (total assets less liabilities)2020-09-10$0
Value of net assets at beginning of year (total assets less liabilities)2020-09-10$102,672,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-10No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-10No
Were any leases to which the plan was party in default or uncollectible2020-09-10No
Investment advisory and management fees2020-09-10$318,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-10$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-10$90,187,353
Interest on participant loans2020-09-10$98,463
Interest earned on other investments2020-09-10$357,084
Value of interest in common/collective trusts at end of year2020-09-10$0
Value of interest in common/collective trusts at beginning of year2020-09-10$9,869,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-10$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-10$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-10$5,104,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-10Yes
Was there a failure to transmit to the plan any participant contributions2020-09-10Yes
Has the plan failed to provide any benefit when due under the plan2020-09-10No
Contributions received in cash from employer2020-09-10$2,214,347
Employer contributions (assets) at end of year2020-09-10$0
Employer contributions (assets) at beginning of year2020-09-10$2,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-10$14,382,906
Contract administrator fees2020-09-10$8,840
Did the plan have assets held for investment2020-09-10Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-10No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-10Yes
Opinion of an independent qualified public accountant for this plan2020-09-10Disclaimer
Accountancy firm name2020-09-10MOSS ADAMS LLP
Accountancy firm EIN2020-09-10910189318
Total unrealized appreciation/depreciation of assets2020-09-09$0
Total transfer of assets from this plan2020-09-09$100,894,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-09$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-09$94,132
Total income from all sources (including contributions)2020-09-09$15,734,993
Total loss/gain on sale of assets2020-09-09$0
Total of all expenses incurred2020-09-09$17,513,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-09$17,195,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-09$10,196,932
Value of total assets at end of year2020-09-09$0
Value of total assets at beginning of year2020-09-09$102,767,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-09$318,140
Total interest from all sources2020-09-09$455,547
Total dividends received (eg from common stock, registered investment company shares)2020-09-09$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-09Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-09-09$0
Was this plan covered by a fidelity bond2020-09-09Yes
Value of fidelity bond cover2020-09-09$1,000,000
If this is an individual account plan, was there a blackout period2020-09-09No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-09$0
Were there any nonexempt tranactions with any party-in-interest2020-09-09No
Contributions received from participants2020-09-09$6,951,776
Participant contributions at end of year2020-09-09$0
Participant contributions at beginning of year2020-09-09$2,708,189
Participant contributions at end of year2020-09-09$0
Participant contributions at beginning of year2020-09-09$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-09$506,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-09$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-09$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-09$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-09$94,132
Other income not declared elsewhere2020-09-09$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-09No
Value of net income/loss2020-09-09$-1,778,270
Value of net assets at end of year (total assets less liabilities)2020-09-09$0
Value of net assets at beginning of year (total assets less liabilities)2020-09-09$102,672,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-09No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-09No
Were any leases to which the plan was party in default or uncollectible2020-09-09No
Investment advisory and management fees2020-09-09$318,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-09$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-09$90,187,353
Interest on participant loans2020-09-09$98,463
Interest earned on other investments2020-09-09$357,084
Value of interest in common/collective trusts at end of year2020-09-09$0
Value of interest in common/collective trusts at beginning of year2020-09-09$9,869,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-09$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-09$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-09$5,082,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-09No
Was there a failure to transmit to the plan any participant contributions2020-09-09Yes
Has the plan failed to provide any benefit when due under the plan2020-09-09No
Contributions received in cash from employer2020-09-09$2,738,994
Employer contributions (assets) at end of year2020-09-09$0
Employer contributions (assets) at beginning of year2020-09-09$2,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-09$17,195,123
Contract administrator fees2020-09-09$0
Did the plan have assets held for investment2020-09-09No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-09No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-09Yes
Opinion of an independent qualified public accountant for this plan2020-09-09Unqualified
Accountancy firm name2020-09-09MOSS ADAMS LLP
Accountancy firm EIN2020-09-09910189318
2019 : WAGEWORKS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$94,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$50,420
Total income from all sources (including contributions)2019-12-31$36,629,534
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,945,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,601,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,754,999
Value of total assets at end of year2019-12-31$102,767,030
Value of total assets at beginning of year2019-12-31$79,039,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$343,928
Total interest from all sources2019-12-31$4,729,652
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,724,986
Participant contributions at end of year2019-12-31$2,708,189
Participant contributions at beginning of year2019-12-31$2,201,564
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$7
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,591,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$94,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$50,420
Other income not declared elsewhere2019-12-31$15,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$23,684,002
Value of net assets at end of year (total assets less liabilities)2019-12-31$102,672,898
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$78,988,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$278,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,187,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$69,549,540
Interest on participant loans2019-12-31$180,650
Interest earned on other investments2019-12-31$4,549,002
Value of interest in common/collective trusts at end of year2019-12-31$9,869,279
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,286,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,129,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,438,192
Employer contributions (assets) at end of year2019-12-31$2,209
Employer contributions (assets) at beginning of year2019-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,601,604
Contract administrator fees2019-12-31$65,080
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : WAGEWORKS, INC. 401(K) PLAN 2018 401k financial data
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$50,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,065
Total income from all sources (including contributions)2018-12-31$10,597,943
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,875,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,384,617
Expenses. Certain deemed distributions of participant loans2018-12-31$408
Value of total corrective distributions2018-12-31$1,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,739,394
Value of total assets at end of year2018-12-31$79,039,316
Value of total assets at beginning of year2018-12-31$75,268,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$489,066
Total interest from all sources2018-12-31$7,672,330
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,163,015
Participant contributions at end of year2018-12-31$2,201,564
Participant contributions at beginning of year2018-12-31$1,728,963
Participant contributions at end of year2018-12-31$7
Participant contributions at beginning of year2018-12-31$273
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,781,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$50,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,065
Other income not declared elsewhere2018-12-31$6,574
Administrative expenses (other) incurred2018-12-31$375
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$3,722,393
Value of net assets at end of year (total assets less liabilities)2018-12-31$78,988,896
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$75,266,503
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
Investment advisory and management fees2018-12-31$426,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$69,549,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$68,160,264
Interest on participant loans2018-12-31$103,838
Interest earned on other investments2018-12-31$7,568,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,286,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,378,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,820,355
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,794,537
Employer contributions (assets) at end of year2018-12-31$3
Employer contributions (assets) at beginning of year2018-12-31$109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,384,617
Contract administrator fees2018-12-31$61,995
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
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : WAGEWORKS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$66,679
Total income from all sources (including contributions)2017-12-31$30,820,639
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,254,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,837,786
Value of total corrective distributions2017-12-31$5,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,685,258
Value of total assets at end of year2017-12-31$75,268,568
Value of total assets at beginning of year2017-12-31$54,766,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$410,371
Total interest from all sources2017-12-31$70,552
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,044,000
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$3,044,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,836,431
Participant contributions at end of year2017-12-31$1,728,963
Participant contributions at beginning of year2017-12-31$1,016,216
Participant contributions at end of year2017-12-31$273
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,339,787
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$66,679
Other income not declared elsewhere2017-12-31$2,592
Administrative expenses (other) incurred2017-12-31$410,371
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$20,566,566
Value of net assets at end of year (total assets less liabilities)2017-12-31$75,266,503
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$54,699,937
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$68,160,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,679,537
Interest on participant loans2017-12-31$70,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,378,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,069,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,018,237
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,509,040
Employer contributions (assets) at end of year2017-12-31$109
Employer contributions (assets) at beginning of year2017-12-31$567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,837,786
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
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : WAGEWORKS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$66,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$227,631
Total income from all sources (including contributions)2016-12-31$13,411,145
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,238,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,687,999
Expenses. Certain deemed distributions of participant loans2016-12-31$3,746
Value of total corrective distributions2016-12-31$213,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,868,830
Value of total assets at end of year2016-12-31$54,766,616
Value of total assets at beginning of year2016-12-31$44,754,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$332,943
Total interest from all sources2016-12-31$39,595
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,670,879
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$1,670,879
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,288,132
Participant contributions at end of year2016-12-31$1,016,216
Participant contributions at beginning of year2016-12-31$864,031
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$752
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,745,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$66,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$227,631
Other income not declared elsewhere2016-12-31$14,914
Administrative expenses (other) incurred2016-12-31$332,943
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$10,172,897
Value of net assets at end of year (total assets less liabilities)2016-12-31$54,699,937
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,527,040
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$47,679,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$39,542,423
Interest on participant loans2016-12-31$39,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,069,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,346,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,816,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,835,040
Employer contributions (assets) at end of year2016-12-31$567
Employer contributions (assets) at beginning of year2016-12-31$1,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,687,999
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
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : WAGEWORKS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$227,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$170,398
Total income from all sources (including contributions)2015-12-31$8,630,268
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,715,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,560,503
Expenses. Certain deemed distributions of participant loans2015-12-31$1,193
Value of total corrective distributions2015-12-31$2,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,636,637
Value of total assets at end of year2015-12-31$44,754,671
Value of total assets at beginning of year2015-12-31$42,782,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$150,811
Total interest from all sources2015-12-31$34,812
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,206,694
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$2,206,694
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,993,283
Participant contributions at end of year2015-12-31$864,031
Participant contributions at beginning of year2015-12-31$854,911
Participant contributions at end of year2015-12-31$752
Participant contributions at beginning of year2015-12-31$4,212
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,386,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$227,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$170,398
Other income not declared elsewhere2015-12-31$3,459
Administrative expenses (other) incurred2015-12-31$150,811
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$1,914,988
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,527,040
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,612,052
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$39,542,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,358,963
Interest on participant loans2015-12-31$34,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,346,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,562,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,251,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,257,026
Employer contributions (assets) at end of year2015-12-31$1,150
Employer contributions (assets) at beginning of year2015-12-31$1,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,560,503
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : WAGEWORKS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$170,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$53,978
Total income from all sources (including contributions)2014-12-31$12,635,958
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,195,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,086,230
Expenses. Certain deemed distributions of participant loans2014-12-31$3,323
Value of total corrective distributions2014-12-31$5,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,172,846
Value of total assets at end of year2014-12-31$42,782,450
Value of total assets at beginning of year2014-12-31$33,225,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$100,263
Total interest from all sources2014-12-31$28,241
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,383,648
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$2,383,648
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,895,729
Participant contributions at end of year2014-12-31$854,911
Participant contributions at beginning of year2014-12-31$504,756
Participant contributions at end of year2014-12-31$4,212
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,253,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$170,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$53,978
Other income not declared elsewhere2014-12-31$6,246
Administrative expenses (other) incurred2014-12-31$100,263
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$9,440,178
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,612,052
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,171,874
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$38,358,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,358,826
Interest on participant loans2014-12-31$28,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,562,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,358,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$44,977
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,023,918
Employer contributions (assets) at end of year2014-12-31$1,272
Employer contributions (assets) at beginning of year2014-12-31$2,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,086,230
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : WAGEWORKS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,149,384
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$53,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$139,388
Total income from all sources (including contributions)2013-12-31$11,459,213
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,941,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,856,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,566,524
Value of total assets at end of year2013-12-31$33,225,852
Value of total assets at beginning of year2013-12-31$23,644,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$85,293
Total interest from all sources2013-12-31$1,248,222
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,128,989
Participant contributions at end of year2013-12-31$504,756
Participant contributions at beginning of year2013-12-31$590,963
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$19,969
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,063,500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,555,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$53,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$139,388
Administrative expenses (other) incurred2013-12-31$85,293
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$8,517,674
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,171,874
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,504,816
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$29,358,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,968,572
Interest on participant loans2013-12-31$20,765
Interest earned on other investments2013-12-31$1,227,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,358,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,644,467
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$882,370
Employer contributions (assets) at end of year2013-12-31$2,488
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,856,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : WAGEWORKS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$4,917,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$139,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$122,338
Total income from all sources (including contributions)2012-12-31$5,592,399
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,943,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,928,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,480,469
Value of total assets at end of year2012-12-31$23,644,204
Value of total assets at beginning of year2012-12-31$15,060,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,949
Total interest from all sources2012-12-31$251,020
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,503,494
Participant contributions at end of year2012-12-31$590,963
Participant contributions at beginning of year2012-12-31$425,566
Participant contributions at end of year2012-12-31$19,969
Participant contributions at beginning of year2012-12-31$2,942
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,063,500
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$523,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$139,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$122,338
Administrative expenses (other) incurred2012-12-31$14,949
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$3,649,255
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,504,816
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,938,108
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$19,968,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,846,466
Interest on participant loans2012-12-31$6,891
Interest earned on other investments2012-12-31$244,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,760,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,860,910
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$453,133
Employer contributions (assets) at beginning of year2012-12-31$24,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,928,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : WAGEWORKS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$122,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$157,322
Total income from all sources (including contributions)2011-12-31$2,898,409
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,483,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,473,014
Expenses. Certain deemed distributions of participant loans2011-12-31$8,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,318,890
Value of total assets at end of year2011-12-31$15,060,446
Value of total assets at beginning of year2011-12-31$13,680,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,515
Total interest from all sources2011-12-31$16,403
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,273,873
Participant contributions at end of year2011-12-31$425,566
Participant contributions at beginning of year2011-12-31$364,118
Participant contributions at end of year2011-12-31$2,942
Participant contributions at beginning of year2011-12-31$5,248
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$733,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$122,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$157,322
Administrative expenses (other) incurred2011-12-31$2,515
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$1,414,571
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,938,108
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,523,537
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$12,846,466
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,890,373
Interest on participant loans2011-12-31$16,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,760,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,399,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-436,884
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$311,364
Employer contributions (assets) at end of year2011-12-31$24,837
Employer contributions (assets) at beginning of year2011-12-31$21,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,473,014
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : WAGEWORKS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$157,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$120,153
Total income from all sources (including contributions)2010-12-31$4,107,947
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,217,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,183,917
Expenses. Certain deemed distributions of participant loans2010-12-31$31,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,616,836
Value of total assets at end of year2010-12-31$13,680,859
Value of total assets at beginning of year2010-12-31$10,753,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,950
Total interest from all sources2010-12-31$15,938
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$304,540
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$304,540
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,955,133
Participant contributions at end of year2010-12-31$364,118
Participant contributions at beginning of year2010-12-31$269,399
Participant contributions at end of year2010-12-31$5,248
Participant contributions at beginning of year2010-12-31$62,629
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$371,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$157,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$120,153
Other income not declared elsewhere2010-12-31$19
Administrative expenses (other) incurred2010-12-31$1,950
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$2,890,386
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,523,537
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,633,151
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 pooled separate accounts at end of year2010-12-31$11,890,373
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,223,420
Interest on participant loans2010-12-31$15,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,399,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,186,750
Net investment gain/loss from pooled separate accounts2010-12-31$1,170,614
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$290,063
Employer contributions (assets) at end of year2010-12-31$21,546
Employer contributions (assets) at beginning of year2010-12-31$11,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,183,917
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234

Form 5500 Responses for WAGEWORKS, INC. 401(K) PLAN

2020: WAGEWORKS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WAGEWORKS, INC. 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WAGEWORKS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WAGEWORKS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WAGEWORKS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WAGEWORKS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WAGEWORKS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WAGEWORKS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WAGEWORKS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WAGEWORKS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WAGEWORKS, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WAGEWORKS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60910-1
Policy instance 1
Insurance contract or identification numberMR 60910-1
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60910-1
Policy instance 1
Insurance contract or identification numberMR 60910-1
Number of Individuals Covered2267
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60910-1
Policy instance 1
Insurance contract or identification numberMR 60910-1
Number of Individuals Covered2133
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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