Logo

INTACT USA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameINTACT USA RETIREMENT SAVINGS PLAN
Plan identification number 002

INTACT USA RETIREMENT SAVINGS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTACT SERVICES USA LLC has sponsored the creation of one or more 401k plans.

Company Name:INTACT SERVICES USA LLC
Employer identification number (EIN):263300555
NAIC Classification:524150

Additional information about INTACT SERVICES USA LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4592732

More information about INTACT SERVICES USA LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTACT USA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JEFFREY A. HAIGHT JEFFREY A. HAIGHT2018-10-14
0022016-01-01LAURA J. KENNEY LAURA J KENNEY2017-08-03
0022015-01-01LAURA J. KENNEY LAURA J KENNEY2016-10-05
0022014-01-01LAURA J. KENNEY LAURA J. KENNEY2015-10-07
0022013-01-01LAURA J. KENNEY LAURA J. KENNEY2014-09-29
0022012-01-01LAURA J. KENNEY LAURA J. KENNEY2013-10-03
0022011-01-01LAURA KENNEY LAURA KENNEY2012-10-01

Plan Statistics for INTACT USA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for INTACT USA RETIREMENT SAVINGS PLAN

Measure Date Value
2023: INTACT USA RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,227
Total number of active participants reported on line 7a of the Form 55002023-01-011,598
Number of retired or separated participants receiving benefits2023-01-01279
Number of other retired or separated participants entitled to future benefits2023-01-011,344
Total of all active and inactive participants2023-01-013,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0154
Total participants2023-01-013,275
Number of participants with account balances2023-01-013,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0166
2022: INTACT USA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,128
Total number of active participants reported on line 7a of the Form 55002022-01-011,512
Number of retired or separated participants receiving benefits2022-01-01293
Number of other retired or separated participants entitled to future benefits2022-01-011,372
Total of all active and inactive participants2022-01-013,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0150
Total participants2022-01-013,227
Number of participants with account balances2022-01-013,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0166
2021: INTACT USA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,031
Total number of active participants reported on line 7a of the Form 55002021-01-011,416
Number of retired or separated participants receiving benefits2021-01-01282
Number of other retired or separated participants entitled to future benefits2021-01-011,386
Total of all active and inactive participants2021-01-013,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0144
Total participants2021-01-013,128
Number of participants with account balances2021-01-013,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0135
2020: INTACT USA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,052
Total number of active participants reported on line 7a of the Form 55002020-01-011,260
Number of retired or separated participants receiving benefits2020-01-01283
Number of other retired or separated participants entitled to future benefits2020-01-011,451
Total of all active and inactive participants2020-01-012,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0137
Total participants2020-01-013,031
Number of participants with account balances2020-01-012,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: INTACT USA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,011
Total number of active participants reported on line 7a of the Form 55002019-01-011,219
Number of retired or separated participants receiving benefits2019-01-01301
Number of other retired or separated participants entitled to future benefits2019-01-011,497
Total of all active and inactive participants2019-01-013,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0135
Total participants2019-01-013,052
Number of participants with account balances2019-01-012,931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: INTACT USA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,088
Total number of active participants reported on line 7a of the Form 55002018-01-011,113
Number of retired or separated participants receiving benefits2018-01-01287
Number of other retired or separated participants entitled to future benefits2018-01-011,574
Total of all active and inactive participants2018-01-012,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0137
Total participants2018-01-013,011
Number of participants with account balances2018-01-012,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: INTACT USA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,294
Total number of active participants reported on line 7a of the Form 55002017-01-011,086
Number of retired or separated participants receiving benefits2017-01-01283
Number of other retired or separated participants entitled to future benefits2017-01-011,688
Total of all active and inactive participants2017-01-013,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0131
Total participants2017-01-013,088
Number of participants with account balances2017-01-013,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: INTACT USA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,441
Total number of active participants reported on line 7a of the Form 55002016-01-011,191
Number of retired or separated participants receiving benefits2016-01-01269
Number of other retired or separated participants entitled to future benefits2016-01-011,809
Total of all active and inactive participants2016-01-013,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0125
Total participants2016-01-013,294
Number of participants with account balances2016-01-013,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0148
2015: INTACT USA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,647
Total number of active participants reported on line 7a of the Form 55002015-01-011,243
Number of retired or separated participants receiving benefits2015-01-01251
Number of other retired or separated participants entitled to future benefits2015-01-011,919
Total of all active and inactive participants2015-01-013,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0128
Total participants2015-01-013,441
Number of participants with account balances2015-01-013,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: INTACT USA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,796
Total number of active participants reported on line 7a of the Form 55002014-01-011,249
Number of retired or separated participants receiving benefits2014-01-01251
Number of other retired or separated participants entitled to future benefits2014-01-012,120
Total of all active and inactive participants2014-01-013,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0127
Total participants2014-01-013,647
Number of participants with account balances2014-01-013,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: INTACT USA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,906
Total number of active participants reported on line 7a of the Form 55002013-01-011,322
Number of retired or separated participants receiving benefits2013-01-01246
Number of other retired or separated participants entitled to future benefits2013-01-012,197
Total of all active and inactive participants2013-01-013,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0131
Total participants2013-01-013,796
Number of participants with account balances2013-01-013,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: INTACT USA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,140
Total number of active participants reported on line 7a of the Form 55002012-01-011,266
Number of retired or separated participants receiving benefits2012-01-01249
Number of other retired or separated participants entitled to future benefits2012-01-012,358
Total of all active and inactive participants2012-01-013,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0133
Total participants2012-01-013,906
Number of participants with account balances2012-01-013,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: INTACT USA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,700
Total number of active participants reported on line 7a of the Form 55002011-01-011,408
Number of retired or separated participants receiving benefits2011-01-01261
Number of other retired or separated participants entitled to future benefits2011-01-012,439
Total of all active and inactive participants2011-01-014,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0132
Total participants2011-01-014,140
Number of participants with account balances2011-01-014,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0168

Financial Data on INTACT USA RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : INTACT USA RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$33,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$32,500
Total income from all sources (including contributions)2023-12-31$137,322,614
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$51,743,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$51,242,458
Value of total corrective distributions2023-12-31$7,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$28,276,822
Value of total assets at end of year2023-12-31$787,740,924
Value of total assets at beginning of year2023-12-31$702,160,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$493,438
Total interest from all sources2023-12-31$234,390
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$13,211,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$13,211,195
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$35,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$18,808,986
Participant contributions at end of year2023-12-31$4,220,236
Participant contributions at beginning of year2023-12-31$3,378,946
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,110,144
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$19,295
Other income not declared elsewhere2023-12-31$87,311
Administrative expenses (other) incurred2023-12-31$493,438
Liabilities. Value of operating payables at end of year2023-12-31$33,500
Liabilities. Value of operating payables at beginning of year2023-12-31$32,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$85,579,048
Value of net assets at end of year (total assets less liabilities)2023-12-31$787,707,424
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$702,128,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$375,621,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$331,212,280
Interest on participant loans2023-12-31$234,390
Value of interest in common/collective trusts at end of year2023-12-31$396,354,652
Value of interest in common/collective trusts at beginning of year2023-12-31$357,271,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$45,783,338
Net investment gain or loss from common/collective trusts2023-12-31$49,729,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$6,357,692
Employer contributions (assets) at end of year2023-12-31$11,544,619
Employer contributions (assets) at beginning of year2023-12-31$10,298,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$51,223,163
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
2022 : INTACT USA RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$17,735,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$32,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$32,500
Total income from all sources (including contributions)2022-12-31$-56,328,471
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$56,219,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$55,715,805
Value of total corrective distributions2022-12-31$262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$62,378,726
Value of total assets at end of year2022-12-31$702,160,876
Value of total assets at beginning of year2022-12-31$796,973,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$503,018
Total interest from all sources2022-12-31$162,724
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,391,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$13,391,277
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$35,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$17,015,632
Participant contributions at end of year2022-12-31$3,378,946
Participant contributions at beginning of year2022-12-31$3,463,194
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,629,748
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$28,931
Other income not declared elsewhere2022-12-31$65,770
Administrative expenses (other) incurred2022-12-31$503,018
Liabilities. Value of operating payables at end of year2022-12-31$32,500
Liabilities. Value of operating payables at beginning of year2022-12-31$32,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-112,547,556
Value of net assets at end of year (total assets less liabilities)2022-12-31$702,128,376
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$796,940,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$331,212,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$383,825,771
Interest on participant loans2022-12-31$162,724
Value of interest in common/collective trusts at end of year2022-12-31$357,271,177
Value of interest in common/collective trusts at beginning of year2022-12-31$409,684,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-74,874,167
Net investment gain or loss from common/collective trusts2022-12-31$-57,452,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$18,733,346
Employer contributions (assets) at end of year2022-12-31$10,298,473
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$55,686,874
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : INTACT USA RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$2,746,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$32,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$30,900
Total income from all sources (including contributions)2021-12-31$114,193,419
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$69,290,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$68,750,238
Value of total corrective distributions2021-12-31$7,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,937,472
Value of total assets at end of year2021-12-31$796,973,386
Value of total assets at beginning of year2021-12-31$749,322,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$532,902
Total interest from all sources2021-12-31$174,486
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,168,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$19,168,305
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$35,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$15,391,574
Participant contributions at end of year2021-12-31$3,463,194
Participant contributions at beginning of year2021-12-31$3,475,572
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,545,898
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$16,083
Other income not declared elsewhere2021-12-31$37,800
Administrative expenses (other) incurred2021-12-31$532,902
Liabilities. Value of operating payables at end of year2021-12-31$32,500
Liabilities. Value of operating payables at beginning of year2021-12-31$30,900
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$44,902,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$796,940,886
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$749,291,904
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$383,825,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$358,925,861
Interest on participant loans2021-12-31$174,486
Value of interest in common/collective trusts at end of year2021-12-31$409,684,421
Value of interest in common/collective trusts at beginning of year2021-12-31$386,921,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$39,539,101
Net investment gain or loss from common/collective trusts2021-12-31$37,336,255
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$68,734,155
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : INTACT USA RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$11,192,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,900
Total income from all sources (including contributions)2020-12-31$102,177,013
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$40,070,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,564,311
Value of total corrective distributions2020-12-31$3,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,735,915
Value of total assets at end of year2020-12-31$749,322,804
Value of total assets at beginning of year2020-12-31$676,024,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$503,053
Total interest from all sources2020-12-31$196,583
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,374,028
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$12,374,028
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$35,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,237,129
Participant contributions at end of year2020-12-31$3,475,572
Participant contributions at beginning of year2020-12-31$3,516,460
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,498,786
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$12,007
Other income not declared elsewhere2020-12-31$29,919
Administrative expenses (other) incurred2020-12-31$503,053
Liabilities. Value of operating payables at end of year2020-12-31$30,900
Liabilities. Value of operating payables at beginning of year2020-12-31$30,900
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$62,106,640
Value of net assets at end of year (total assets less liabilities)2020-12-31$749,291,904
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$675,993,115
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$358,925,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$324,148,688
Interest on participant loans2020-12-31$196,583
Value of interest in common/collective trusts at end of year2020-12-31$386,921,371
Value of interest in common/collective trusts at beginning of year2020-12-31$348,358,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$32,681,784
Net investment gain or loss from common/collective trusts2020-12-31$41,158,784
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,552,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : INTACT USA RETIREMENT SAVINGS 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$30,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,900
Total income from all sources (including contributions)2019-12-31$128,930,631
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$47,534,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,058,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,845,070
Value of total assets at end of year2019-12-31$676,024,015
Value of total assets at beginning of year2019-12-31$594,628,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$476,846
Total interest from all sources2019-12-31$193,690
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,698,560
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$13,698,560
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$35,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,019,151
Participant contributions at end of year2019-12-31$3,516,460
Participant contributions at beginning of year2019-12-31$3,878,476
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,825,919
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$257
Other income not declared elsewhere2019-12-31$20,293
Administrative expenses (other) incurred2019-12-31$476,846
Liabilities. Value of operating payables at end of year2019-12-31$30,900
Liabilities. Value of operating payables at beginning of year2019-12-31$30,900
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$81,395,649
Value of net assets at end of year (total assets less liabilities)2019-12-31$675,993,115
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$594,597,466
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$324,148,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$283,626,974
Interest on participant loans2019-12-31$193,690
Value of interest in common/collective trusts at end of year2019-12-31$348,358,867
Value of interest in common/collective trusts at beginning of year2019-12-31$307,122,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$48,623,165
Net investment gain or loss from common/collective trusts2019-12-31$52,549,853
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$47,057,879
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 name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : INTACT USA RETIREMENT SAVINGS 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$30,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,000
Total income from all sources (including contributions)2018-12-31$-15,541,548
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$44,454,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$43,971,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,809,223
Value of total assets at end of year2018-12-31$594,628,366
Value of total assets at beginning of year2018-12-31$654,623,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$482,851
Total interest from all sources2018-12-31$191,271
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,286,472
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$13,286,472
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$35,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$12,202,992
Participant contributions at end of year2018-12-31$3,878,476
Participant contributions at beginning of year2018-12-31$3,988,875
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$245,017
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,606,231
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$6,703
Other income not declared elsewhere2018-12-31$14,419
Administrative expenses (other) incurred2018-12-31$482,851
Liabilities. Value of operating payables at end of year2018-12-31$30,900
Liabilities. Value of operating payables at beginning of year2018-12-31$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-59,995,810
Value of net assets at end of year (total assets less liabilities)2018-12-31$594,597,466
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$654,593,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$283,626,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$314,276,768
Interest on participant loans2018-12-31$191,271
Value of interest in common/collective trusts at end of year2018-12-31$307,122,916
Value of interest in common/collective trusts at beginning of year2018-12-31$336,112,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-29,591,428
Net investment gain or loss from common/collective trusts2018-12-31$-13,251,505
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$43,964,708
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : INTACT USA RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$23,014,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$43,500
Total income from all sources (including contributions)2017-12-31$104,128,912
Total loss/gain on sale of assets2017-12-31$5,439,838
Total of all expenses incurred2017-12-31$46,729,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$46,291,584
Value of total corrective distributions2017-12-31$5,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,446,767
Value of total assets at end of year2017-12-31$654,623,276
Value of total assets at beginning of year2017-12-31$620,251,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$432,249
Total interest from all sources2017-12-31$184,725
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,459,800
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$9,985,868
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$35,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,342,096
Participant contributions at end of year2017-12-31$3,988,875
Participant contributions at beginning of year2017-12-31$4,204,230
Participant contributions at end of year2017-12-31$245,017
Participant contributions at beginning of year2017-12-31$259,398
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,104,671
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$100,744
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$295,115
Administrative expenses (other) incurred2017-12-31$432,249
Liabilities. Value of operating payables at end of year2017-12-31$30,000
Liabilities. Value of operating payables at beginning of year2017-12-31$43,500
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$57,399,911
Value of net assets at end of year (total assets less liabilities)2017-12-31$654,593,276
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$620,208,217
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$314,276,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$291,457,097
Interest on participant loans2017-12-31$184,725
Value of interest in common/collective trusts at end of year2017-12-31$336,112,616
Value of interest in common/collective trusts at beginning of year2017-12-31$270,774,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,540,032
Net investment gain or loss from common/collective trusts2017-12-31$36,057,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$53,261,168
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$1,473,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$46,190,840
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$20,686,356
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,246,518
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : INTACT USA RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,741,450
Total unrealized appreciation/depreciation of assets2016-12-31$9,741,450
Total transfer of assets to this plan2016-12-31$47,068,202
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$490,236
Total income from all sources (including contributions)2016-12-31$73,577,410
Total loss/gain on sale of assets2016-12-31$942,638
Total of all expenses incurred2016-12-31$40,774,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,391,969
Value of total corrective distributions2016-12-31$2,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,430,326
Value of total assets at end of year2016-12-31$620,251,717
Value of total assets at beginning of year2016-12-31$540,827,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$380,367
Total interest from all sources2016-12-31$180,316
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,991,362
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$7,982,736
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$35,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$12,579,918
Participant contributions at end of year2016-12-31$4,204,230
Participant contributions at beginning of year2016-12-31$4,351,589
Participant contributions at end of year2016-12-31$259,398
Participant contributions at beginning of year2016-12-31$215,603
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,248,193
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$39,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$295,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$193,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$448,036
Administrative expenses (other) incurred2016-12-31$380,367
Liabilities. Value of operating payables at end of year2016-12-31$43,500
Liabilities. Value of operating payables at beginning of year2016-12-31$42,200
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$32,802,790
Value of net assets at end of year (total assets less liabilities)2016-12-31$620,208,217
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$540,337,225
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$291,457,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$224,468,364
Interest on participant loans2016-12-31$180,316
Value of interest in common/collective trusts at end of year2016-12-31$270,774,709
Value of interest in common/collective trusts at beginning of year2016-12-31$261,814,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$15,133,089
Net investment gain or loss from common/collective trusts2016-12-31$16,158,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$53,261,168
Assets. Invements in employer securities at beginning of year2016-12-31$43,637,734
Contributions received in cash from employer2016-12-31$1,602,215
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$6,146,226
Income. Dividends from common stock2016-12-31$2,008,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,352,845
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$14,095,650
Aggregate carrying amount (costs) on sale of assets2016-12-31$13,153,012
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : INTACT USA RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-8,091,395
Total unrealized appreciation/depreciation of assets2015-12-31$-8,091,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$490,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,440,753
Total income from all sources (including contributions)2015-12-31$17,907,849
Total loss/gain on sale of assets2015-12-31$3,081,044
Total of all expenses incurred2015-12-31$63,737,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$63,032,314
Value of total corrective distributions2015-12-31$2,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,474,464
Value of total assets at end of year2015-12-31$540,827,461
Value of total assets at beginning of year2015-12-31$587,607,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$703,432
Total interest from all sources2015-12-31$360,128
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,186,307
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$10,108,469
Administrative expenses professional fees incurred2015-12-31$42,200
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$35,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$12,670,337
Participant contributions at end of year2015-12-31$4,351,589
Participant contributions at beginning of year2015-12-31$4,098,788
Participant contributions at end of year2015-12-31$215,603
Participant contributions at beginning of year2015-12-31$153,827
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$14,881,540
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,325,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$193,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,075,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$448,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,148,033
Administrative expenses (other) incurred2015-12-31$258,668
Liabilities. Value of operating payables at end of year2015-12-31$42,200
Liabilities. Value of operating payables at beginning of year2015-12-31$292,720
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,213,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-45,829,973
Value of net assets at end of year (total assets less liabilities)2015-12-31$540,337,225
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$586,167,198
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
Investment advisory and management fees2015-12-31$402,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$224,468,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$373,942,042
Interest on participant loans2015-12-31$167,428
Income. Interest from corporate debt instruments2015-12-31$194,706
Value of interest in common/collective trusts at end of year2015-12-31$261,814,875
Value of interest in common/collective trusts at beginning of year2015-12-31$51,387,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-2,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,252,433
Net investment gain or loss from common/collective trusts2015-12-31$3,149,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$43,637,734
Assets. Invements in employer securities at beginning of year2015-12-31$51,222,057
Contributions received in cash from employer2015-12-31$9,478,287
Employer contributions (assets) at end of year2015-12-31$6,146,226
Employer contributions (assets) at beginning of year2015-12-31$4,793,006
Income. Dividends from common stock2015-12-31$3,077,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$63,032,314
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,368,679
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$83,470,665
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
Aggregate proceeds on sale of assets2015-12-31$129,285,510
Aggregate carrying amount (costs) on sale of assets2015-12-31$126,204,466
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : INTACT USA RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-209,062
Total unrealized appreciation/depreciation of assets2014-12-31$-209,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,440,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$820,824
Total income from all sources (including contributions)2014-12-31$60,375,872
Total loss/gain on sale of assets2014-12-31$5,907,916
Total of all expenses incurred2014-12-31$47,071,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$45,945,268
Value of total corrective distributions2014-12-31$14,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$22,493,001
Value of total assets at end of year2014-12-31$587,607,951
Value of total assets at beginning of year2014-12-31$573,683,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,111,524
Total interest from all sources2014-12-31$554,930
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,535,202
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$12,581,904
Administrative expenses professional fees incurred2014-12-31$41,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$12,577,382
Participant contributions at end of year2014-12-31$4,098,788
Participant contributions at beginning of year2014-12-31$4,285,254
Participant contributions at end of year2014-12-31$153,827
Participant contributions at beginning of year2014-12-31$103,272
Assets. Other investments not covered elsewhere at end of year2014-12-31$14,881,540
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$19,647,081
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,800,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,075,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$847,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,148,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$561,384
Administrative expenses (other) incurred2014-12-31$335,015
Liabilities. Value of operating payables at end of year2014-12-31$292,720
Liabilities. Value of operating payables at beginning of year2014-12-31$259,440
Total non interest bearing cash at end of year2014-12-31$1,213,632
Total non interest bearing cash at beginning of year2014-12-31$899,274
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$13,304,320
Value of net assets at end of year (total assets less liabilities)2014-12-31$586,167,198
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$572,862,878
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
Investment advisory and management fees2014-12-31$735,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$373,942,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$352,502,128
Interest on participant loans2014-12-31$177,642
Income. Interest from corporate debt instruments2014-12-31$377,288
Value of interest in common/collective trusts at end of year2014-12-31$51,387,797
Value of interest in common/collective trusts at beginning of year2014-12-31$51,837,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,107,358
Net investment gain or loss from common/collective trusts2014-12-31$986,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$51,222,057
Assets. Invements in employer securities at beginning of year2014-12-31$47,556,219
Contributions received in cash from employer2014-12-31$8,115,134
Employer contributions (assets) at end of year2014-12-31$4,793,006
Employer contributions (assets) at beginning of year2014-12-31$6,900,426
Income. Dividends from common stock2014-12-31$3,953,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$45,945,268
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,368,679
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$83,470,665
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$89,105,304
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
Aggregate proceeds on sale of assets2014-12-31$76,235,824
Aggregate carrying amount (costs) on sale of assets2014-12-31$70,327,908
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : INTACT USA RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$18,557,868
Total unrealized appreciation/depreciation of assets2013-12-31$18,557,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$820,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$745,331
Total income from all sources (including contributions)2013-12-31$110,977,298
Total loss/gain on sale of assets2013-12-31$6,804,897
Total of all expenses incurred2013-12-31$42,849,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$41,746,785
Value of total corrective distributions2013-12-31$15,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,295,611
Value of total assets at end of year2013-12-31$573,683,702
Value of total assets at beginning of year2013-12-31$505,480,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,087,084
Total interest from all sources2013-12-31$804,191
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$13,067,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,359,406
Administrative expenses professional fees incurred2013-12-31$39,980
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$65,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$11,896,284
Participant contributions at end of year2013-12-31$4,285,254
Participant contributions at beginning of year2013-12-31$4,062,853
Participant contributions at end of year2013-12-31$103,272
Participant contributions at beginning of year2013-12-31$50,565
Assets. Other investments not covered elsewhere at end of year2013-12-31$19,647,081
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$24,095,313
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,340,304
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$17,394
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$847,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$469,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$561,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$489,589
Administrative expenses (other) incurred2013-12-31$319,313
Liabilities. Value of operating payables at end of year2013-12-31$259,440
Liabilities. Value of operating payables at beginning of year2013-12-31$255,742
Total non interest bearing cash at end of year2013-12-31$899,274
Total non interest bearing cash at beginning of year2013-12-31$918,939
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$68,128,120
Value of net assets at end of year (total assets less liabilities)2013-12-31$572,862,878
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$504,734,758
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
Investment advisory and management fees2013-12-31$727,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$352,502,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$287,507,887
Interest on participant loans2013-12-31$176,127
Income. Interest from corporate debt instruments2013-12-31$627,247
Value of interest in common/collective trusts at end of year2013-12-31$51,837,064
Value of interest in common/collective trusts at beginning of year2013-12-31$54,237,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$45,482,273
Net investment gain or loss from common/collective trusts2013-12-31$964,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$47,556,219
Assets. Invements in employer securities at beginning of year2013-12-31$43,038,088
Contributions received in cash from employer2013-12-31$10,059,023
Employer contributions (assets) at end of year2013-12-31$6,900,426
Employer contributions (assets) at beginning of year2013-12-31$4,889,985
Income. Dividends from common stock2013-12-31$3,708,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$41,729,391
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,550,250
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$89,105,304
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$84,659,394
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
Aggregate proceeds on sale of assets2013-12-31$65,931,311
Aggregate carrying amount (costs) on sale of assets2013-12-31$59,126,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : INTACT USA RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,596,379
Total unrealized appreciation/depreciation of assets2012-12-31$2,596,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$745,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,315,487
Total income from all sources (including contributions)2012-12-31$64,677,770
Total loss/gain on sale of assets2012-12-31$1,154,771
Total of all expenses incurred2012-12-31$48,021,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$46,911,409
Value of total corrective distributions2012-12-31$4,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,631,156
Value of total assets at end of year2012-12-31$505,480,089
Value of total assets at beginning of year2012-12-31$489,394,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,106,474
Total interest from all sources2012-12-31$1,030,755
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,390,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,215,259
Administrative expenses professional fees incurred2012-12-31$38,450
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$65,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,539,204
Participant contributions at end of year2012-12-31$4,062,853
Participant contributions at beginning of year2012-12-31$4,159,573
Participant contributions at end of year2012-12-31$50,565
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$24,095,313
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$31,138,456
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,048,822
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$242,381
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$469,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,301,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$489,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,051,263
Other income not declared elsewhere2012-12-31$1,894,439
Administrative expenses (other) incurred2012-12-31$335,873
Liabilities. Value of operating payables at end of year2012-12-31$255,742
Liabilities. Value of operating payables at beginning of year2012-12-31$264,224
Total non interest bearing cash at end of year2012-12-31$918,939
Total non interest bearing cash at beginning of year2012-12-31$208,452
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$16,655,794
Value of net assets at end of year (total assets less liabilities)2012-12-31$504,734,758
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$488,078,964
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
Investment advisory and management fees2012-12-31$732,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$287,507,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$264,876,439
Interest on participant loans2012-12-31$171,114
Income. Interest from corporate debt instruments2012-12-31$859,668
Value of interest in common/collective trusts at end of year2012-12-31$54,237,673
Value of interest in common/collective trusts at beginning of year2012-12-31$52,620,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,680,987
Net investment gain or loss from common/collective trusts2012-12-31$1,298,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$43,038,088
Assets. Invements in employer securities at beginning of year2012-12-31$45,823,210
Contributions received in cash from employer2012-12-31$8,043,130
Employer contributions (assets) at end of year2012-12-31$4,889,985
Employer contributions (assets) at beginning of year2012-12-31$4,083,167
Income. Dividends from preferred stock2012-12-31$3,028
Income. Dividends from common stock2012-12-31$2,172,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$46,669,028
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,550,250
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,192,750
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$84,659,394
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$82,990,961
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
Aggregate proceeds on sale of assets2012-12-31$41,123,171
Aggregate carrying amount (costs) on sale of assets2012-12-31$39,968,400
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : INTACT USA RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-5,354,472
Total unrealized appreciation/depreciation of assets2011-12-31$-5,354,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,315,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,207,087
Total income from all sources (including contributions)2011-12-31$28,187,127
Total loss/gain on sale of assets2011-12-31$3,152,298
Total of all expenses incurred2011-12-31$44,134,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$42,947,709
Value of total corrective distributions2011-12-31$5,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,488,809
Value of total assets at end of year2011-12-31$489,394,451
Value of total assets at beginning of year2011-12-31$505,233,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,181,468
Total interest from all sources2011-12-31$1,272,586
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,162,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,388,339
Administrative expenses professional fees incurred2011-12-31$167,676
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$65,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,161,758
Participant contributions at end of year2011-12-31$4,159,573
Participant contributions at beginning of year2011-12-31$4,032,560
Assets. Other investments not covered elsewhere at end of year2011-12-31$31,138,456
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$41,881,020
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,831,417
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$11,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,301,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,509,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,051,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$842,274
Other income not declared elsewhere2011-12-31$4,020,376
Administrative expenses (other) incurred2011-12-31$212,112
Liabilities. Value of operating payables at end of year2011-12-31$264,224
Liabilities. Value of operating payables at beginning of year2011-12-31$364,813
Total non interest bearing cash at end of year2011-12-31$208,452
Total non interest bearing cash at beginning of year2011-12-31$1,244,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-15,947,244
Value of net assets at end of year (total assets less liabilities)2011-12-31$488,078,964
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$504,026,208
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
Investment advisory and management fees2011-12-31$801,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$264,876,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$269,959,532
Interest on participant loans2011-12-31$187,644
Income. Interest from corporate debt instruments2011-12-31$1,084,966
Value of interest in common/collective trusts at end of year2011-12-31$52,620,413
Value of interest in common/collective trusts at beginning of year2011-12-31$50,113,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,103,590
Net investment gain or loss from common/collective trusts2011-12-31$1,548,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$45,823,210
Assets. Invements in employer securities at beginning of year2011-12-31$41,231,371
Contributions received in cash from employer2011-12-31$7,495,634
Employer contributions (assets) at end of year2011-12-31$4,083,167
Employer contributions (assets) at beginning of year2011-12-31$4,550,108
Income. Dividends from preferred stock2011-12-31$19,890
Income. Dividends from common stock2011-12-31$1,754,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$42,935,914
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,192,750
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$82,990,961
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$90,711,537
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
Aggregate proceeds on sale of assets2011-12-31$50,308,604
Aggregate carrying amount (costs) on sale of assets2011-12-31$47,156,306
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680

Form 5500 Responses for INTACT USA RETIREMENT SAVINGS PLAN

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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1