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LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 401k Plan overview

Plan NameLEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II
Plan identification number 006

LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEWIS, BRISBOIS, BISGAARD & SMITH, LLP has sponsored the creation of one or more 401k plans.

Company Name:LEWIS, BRISBOIS, BISGAARD & SMITH, LLP
Employer identification number (EIN):953720522
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01LUANN M. PEREZ2022-10-17
0062020-01-01LUANN M. PEREZ2021-10-13 LUANN M. PEREZ2021-10-13
0062019-01-01LUANN M. PEREZ2020-10-15 LUANN M. PEREZ2020-10-15
0062019-01-01LUANN M. PEREZ2020-11-24 LUANN M. PEREZ2020-11-24
0062018-01-01STEVE LEWIS2019-10-15
0062017-01-01
0062016-01-01
0062015-01-01
0062014-01-01STEVE LEWIS2015-10-13
0062013-01-01STEVE LEWIS2014-10-13

Plan Statistics for LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II

401k plan membership statisitcs for LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II

Measure Date Value
2021: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2021 401k membership
Market value of plan assets2021-12-3168,146,150
Acturial value of plan assets2021-12-3168,146,150
Funding target for retired participants and beneficiaries receiving payment2021-12-311,160,592
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-3160,230,579
Number of active participants2021-12-31145
Total funding liabilities for active participants2021-12-3160,230,579
Total participant count2021-12-31146
Total funding target for all participants2021-12-3161,391,171
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-314,036,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-314,229,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01141
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2020 401k membership
Market value of plan assets2020-12-3162,889,283
Acturial value of plan assets2020-12-3162,889,283
Funding target for retired participants and beneficiaries receiving payment2020-12-311,209,738
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-31220,158
Active participant vested funding target2020-12-3157,103,655
Number of active participants2020-12-31136
Total funding liabilities for active participants2020-12-3157,103,655
Total participant count2020-12-31138
Total funding target for all participants2020-12-3158,533,551
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,885,512
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,978,279
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3110,997,349
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3110,498,961
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3110,818,276
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-316,462,544
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-316,462,544
Contributions allocatedtoward minimum required contributions for current year2020-12-3110,498,961
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-01140
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2019 401k membership
Market value of plan assets2019-12-3148,318,688
Acturial value of plan assets2019-12-3148,318,688
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-311,890,784
Active participant vested funding target2019-12-3144,687,026
Number of active participants2019-12-31127
Total funding liabilities for active participants2019-12-3144,687,026
Total participant count2019-12-31130
Total funding target for all participants2019-12-3146,577,810
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-312,555,162
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,685,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3112,101,882
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3111,321,311
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3111,176,677
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-319,435,799
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-319,435,799
Contributions allocatedtoward minimum required contributions for current year2019-12-3111,321,311
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01140
Total number of active participants reported on line 7a of the Form 55002019-01-01135
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2018 401k membership
Market value of plan assets2018-12-3140,377,946
Acturial value of plan assets2018-12-3140,377,946
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31341,752
Active participant vested funding target2018-12-3136,666,602
Number of active participants2018-12-31124
Total funding liabilities for active participants2018-12-3136,666,602
Total participant count2018-12-31125
Total funding target for all participants2018-12-3137,008,354
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-313,206,498
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,381,573
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-319,247,676
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-318,702,169
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-319,516,599
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-316,147,007
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-316,147,007
Contributions allocatedtoward minimum required contributions for current year2018-12-318,702,169
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-01121
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2017 401k membership
Market value of plan assets2017-12-3128,777,077
Acturial value of plan assets2017-12-3128,777,077
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-3126,561,131
Number of active participants2017-12-31101
Total funding liabilities for active participants2017-12-3126,703,483
Total participant count2017-12-31101
Total funding target for all participants2017-12-3126,703,483
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-312,614,807
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,764,374
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-319,014,250
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-318,430,650
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-317,297,746
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-315,224,152
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-315,224,152
Contributions allocatedtoward minimum required contributions for current year2017-12-318,430,650
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2016 401k membership
Market value of plan assets2016-12-3121,154,432
Acturial value of plan assets2016-12-3121,154,432
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-315
Fundng target for terminated vested participants2016-12-311,713,681
Active participant vested funding target2016-12-3117,565,164
Number of active participants2016-12-3198
Total funding liabilities for active participants2016-12-3117,623,347
Total participant count2016-12-31103
Total funding target for all participants2016-12-3119,337,028
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,979,582
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,097,367
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-318,324,748
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-317,819,904
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-317,022,501
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-315,205,097
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-315,205,097
Contributions allocatedtoward minimum required contributions for current year2016-12-317,819,904
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Financial Data on LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II

Measure Date Value
2021 : LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,009,243
Total loss/gain on sale of assets2021-12-31$-1,311,592
Total of all expenses incurred2021-12-31$56,809,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,640,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$16,387,723
Value of total assets at beginning of year2021-12-31$68,187,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$168,646
Total interest from all sources2021-12-31$107,456
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$410,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$410,785
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,547,770
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,311,637
Other income not declared elsewhere2021-12-31$674,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-51,800,091
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,387,723
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$68,187,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$168,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$44,743,383
Income. Interest from US Government securities2021-12-31$95,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,181,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,849,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,849,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11,668
Asset value of US Government securities at end of year2021-12-31$657,983
Asset value of US Government securities at beginning of year2021-12-31$5,285,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,128,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$4,997,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$56,640,688
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$5,470,783
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,782,375
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CITRIN COOPERMAN & CO., LLP
Accountancy firm EIN2021-12-31222428965
2020 : LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$15,169,805
Total loss/gain on sale of assets2020-12-31$34,761
Total of all expenses incurred2020-12-31$10,108,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,958,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,997,349
Value of total assets at end of year2020-12-31$68,187,814
Value of total assets at beginning of year2020-12-31$63,126,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$149,719
Total interest from all sources2020-12-31$201,025
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$817,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$817,420
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,311,637
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,979,508
Other income not declared elsewhere2020-12-31$332,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,061,766
Value of net assets at end of year (total assets less liabilities)2020-12-31$68,187,814
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$63,126,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$149,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$44,743,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,908,829
Income. Interest from US Government securities2020-12-31$130,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,849,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,518,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,518,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$71,025
Asset value of US Government securities at end of year2020-12-31$5,285,875
Asset value of US Government securities at beginning of year2020-12-31$7,617,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,787,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,997,349
Employer contributions (assets) at end of year2020-12-31$4,997,349
Employer contributions (assets) at beginning of year2020-12-31$10,101,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,958,320
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$11,965,460
Aggregate carrying amount (costs) on sale of assets2020-12-31$11,930,699
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CITRIN COOPERMAN & CO., LLP
Accountancy firm EIN2020-12-31222428965
2019 : LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,378,708
Total income from all sources (including contributions)2019-12-31$17,378,708
Total loss/gain on sale of assets2019-12-31$101,338
Total loss/gain on sale of assets2019-12-31$101,338
Total of all expenses incurred2019-12-31$2,709,052
Total of all expenses incurred2019-12-31$2,709,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,579,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,579,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,101,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,101,882
Value of total assets at end of year2019-12-31$63,126,048
Value of total assets at end of year2019-12-31$63,126,048
Value of total assets at beginning of year2019-12-31$48,456,392
Value of total assets at beginning of year2019-12-31$48,456,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,437
Total interest from all sources2019-12-31$315,778
Total interest from all sources2019-12-31$315,778
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$732,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$732,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$732,776
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$732,776
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Value of fidelity bond cover2019-12-31$20,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,979,508
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,979,508
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,116,195
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,116,195
Other income not declared elsewhere2019-12-31$463,312
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
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$14,669,656
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,126,048
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,126,048
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,456,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,456,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$129,367
Investment advisory and management fees2019-12-31$129,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,908,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,908,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,036,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,036,552
Interest earned on other investments2019-12-31$65,300
Interest earned on other investments2019-12-31$65,300
Income. Interest from US Government securities2019-12-31$234,606
Income. Interest from US Government securities2019-12-31$234,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,518,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,518,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,424,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,424,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,424,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,424,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,872
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 end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,276,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,276,574
Asset value of US Government securities at end of year2019-12-31$7,617,091
Asset value of US Government securities at end of year2019-12-31$7,617,091
Asset value of US Government securities at beginning of year2019-12-31$5,437,123
Asset value of US Government securities at beginning of year2019-12-31$5,437,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,663,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,663,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,101,882
Contributions received in cash from employer2019-12-31$12,101,882
Employer contributions (assets) at end of year2019-12-31$10,101,882
Employer contributions (assets) at end of year2019-12-31$10,101,882
Employer contributions (assets) at beginning of year2019-12-31$5,165,676
Employer contributions (assets) at beginning of year2019-12-31$5,165,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,579,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,579,615
Contract administrator fees2019-12-31$70
Contract administrator fees2019-12-31$70
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$16,794,406
Aggregate proceeds on sale of assets2019-12-31$16,794,406
Aggregate carrying amount (costs) on sale of assets2019-12-31$16,693,068
Aggregate carrying amount (costs) on sale of assets2019-12-31$16,693,068
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CITRIN COOPERMAN
Accountancy firm name2019-12-31CITRIN COOPERMAN
Accountancy firm EIN2019-12-31222428965
Accountancy firm EIN2019-12-31222428965
2018 : LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,036,416
Total loss/gain on sale of assets2018-12-31$212,120
Total of all expenses incurred2018-12-31$100,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,247,676
Value of total assets at end of year2018-12-31$48,456,392
Value of total assets at beginning of year2018-12-31$40,520,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,334
Total interest from all sources2018-12-31$111,581
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$680,324
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$680,324
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,116,195
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,001,153
Other income not declared elsewhere2018-12-31$115,042
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$7,936,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,456,392
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,520,310
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$100,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,036,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,339,018
Interest earned on other investments2018-12-31$84,208
Income. Interest from US Government securities2018-12-31$17,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,424,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,973,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,973,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,276,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,192,366
Asset value of US Government securities at end of year2018-12-31$5,437,123
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,330,327
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$9,247,676
Employer contributions (assets) at end of year2018-12-31$5,165,676
Employer contributions (assets) at beginning of year2018-12-31$6,014,250
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$13,029,152
Aggregate carrying amount (costs) on sale of assets2018-12-31$12,817,032
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 name2018-12-31LGSH LLP
Accountancy firm EIN2018-12-31944346929

Form 5500 Responses for LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II

2021: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
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: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 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: LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN II 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017482
Policy instance 1
Insurance contract or identification number017482
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017482
Policy instance 1
Insurance contract or identification number017482
Number of Individuals Covered124
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

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