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MERRILL LYNCH DEATH BENEFIT PLAN 401k Plan overview

Plan NameMERRILL LYNCH DEATH BENEFIT PLAN
Plan identification number 509

MERRILL LYNCH DEATH BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

MERRILL LYNCH PIERCE FENNER & SMITH INC. has sponsored the creation of one or more 401k plans.

Company Name:MERRILL LYNCH PIERCE FENNER & SMITH INC.
Employer identification number (EIN):135674085
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRILL LYNCH DEATH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092023-01-01
5092022-01-01
5092021-01-01
5092020-01-01
5092019-01-01
5092018-01-01
5092017-01-01JAMES V. HUFFMAN JR. JAMES V. HUFFMAN JR.2018-08-27
5092016-01-01JAMES V. HUFFMAN JR. JAMES V. HUFFMAN JR.2017-09-07
5092015-01-01JAMES V. HUFFMAN JR. JAMES V. HUFFMAN JR.2016-10-03
5092014-01-01JAMES V. HUFFMAN JR. JAMES V. HUFFMAN JR.2015-09-14
5092013-01-01JAMES V. HUFFMAN JR. JAMES V. HUFFMAN JR.2014-09-24
5092012-01-01JAMES V. HUFFMAN JR. JAMES V. HUFFMAN JR.2013-10-15
5092011-01-01JAMES V. HUFFMAN JR. JAMES V. HUFFMAN JR.2012-10-10
5092010-01-01JAMES V. HUFFMAN JR. JAMES V. HUFFMAN JR.2011-10-14
5092009-01-01JAMES V. HUFFMAN JR. JAMES V. HUFFMAN JR.2010-09-27

Plan Statistics for MERRILL LYNCH DEATH BENEFIT PLAN

401k plan membership statisitcs for MERRILL LYNCH DEATH BENEFIT PLAN

Measure Date Value
2023: MERRILL LYNCH DEATH BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-019,915
Total number of active participants reported on line 7a of the Form 55002023-01-019,250
Total of all active and inactive participants2023-01-019,250
2022: MERRILL LYNCH DEATH BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111,150
Total number of active participants reported on line 7a of the Form 55002022-01-019,915
Total of all active and inactive participants2022-01-019,915
2021: MERRILL LYNCH DEATH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110,969
Total number of active participants reported on line 7a of the Form 55002021-01-0111,150
Total of all active and inactive participants2021-01-0111,150
2020: MERRILL LYNCH DEATH BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,926
Total number of active participants reported on line 7a of the Form 55002020-01-0110,969
Total of all active and inactive participants2020-01-0110,969
2019: MERRILL LYNCH DEATH BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,817
Total number of active participants reported on line 7a of the Form 55002019-01-0110,926
Total of all active and inactive participants2019-01-0110,926
2018: MERRILL LYNCH DEATH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,668
Total number of active participants reported on line 7a of the Form 55002018-01-0110,817
Total of all active and inactive participants2018-01-0110,817
2017: MERRILL LYNCH DEATH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,604
Total number of active participants reported on line 7a of the Form 55002017-01-0110,668
Total of all active and inactive participants2017-01-0110,668
2016: MERRILL LYNCH DEATH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,953
Total number of active participants reported on line 7a of the Form 55002016-01-0110,604
Total of all active and inactive participants2016-01-0110,604
2015: MERRILL LYNCH DEATH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,290
Total number of active participants reported on line 7a of the Form 55002015-01-0110,953
Total of all active and inactive participants2015-01-0110,953
2014: MERRILL LYNCH DEATH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,904
Total number of active participants reported on line 7a of the Form 55002014-01-0111,290
Total of all active and inactive participants2014-01-0111,290
2013: MERRILL LYNCH DEATH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,674
Total number of active participants reported on line 7a of the Form 55002013-01-0110,904
Total of all active and inactive participants2013-01-0110,904
2012: MERRILL LYNCH DEATH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112,233
Total number of active participants reported on line 7a of the Form 55002012-01-0110,674
Total of all active and inactive participants2012-01-0110,674
2011: MERRILL LYNCH DEATH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,299
Total number of active participants reported on line 7a of the Form 55002011-01-0112,233
Total of all active and inactive participants2011-01-0112,233
2010: MERRILL LYNCH DEATH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110,010
Total number of active participants reported on line 7a of the Form 55002010-01-0111,454
Total of all active and inactive participants2010-01-0111,454
2009: MERRILL LYNCH DEATH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,687
Total number of active participants reported on line 7a of the Form 55002009-01-0112,102
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112,102

Form 5500 Responses for MERRILL LYNCH DEATH BENEFIT PLAN

2023: MERRILL LYNCH DEATH BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: MERRILL LYNCH DEATH BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: MERRILL LYNCH DEATH BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: MERRILL LYNCH DEATH BENEFIT 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 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 – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: MERRILL LYNCH DEATH BENEFIT 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 – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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