Plan Name | PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | FIRSTMERIT CORPORATION |
Employer identification number (EIN): | 341339938 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about FIRSTMERIT CORPORATION
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1962-01-08 |
Company Identification Number: | 306933 |
Legal Registered Office Address: |
52 E GAY ST - COLUMBUS United States of America (USA) 43215 |
More information about FIRSTMERIT CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | TASIA MCINTYRE | |||
001 | 2016-01-01 | JANE E. LITZ | |||
001 | 2015-01-01 | JANE E. LITZ | |||
001 | 2014-01-01 | JANE E. LITZ | |||
001 | 2013-01-01 | KIM FLETT | |||
001 | 2012-01-01 | JAYSEN MERCER | |||
001 | 2011-01-01 | KIMBERLY FLETT | |||
001 | 2010-01-01 | CHRIS MAURER | |||
001 | 2009-01-01 | ANASTASIA WEIHE |
Measure | Date | Value |
---|---|---|
2017: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 95,483,452 |
Acturial value of plan assets | 2017-12-31 | 99,459,284 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,878,141 |
Number of terminated vested participants | 2017-12-31 | 898 |
Fundng target for terminated vested participants | 2017-12-31 | 26,672,973 |
Active participant vested funding target | 2017-12-31 | 53,266,060 |
Number of active participants | 2017-12-31 | 1,138 |
Total funding liabilities for active participants | 2017-12-31 | 54,459,261 |
Total participant count | 2017-12-31 | 2,058 |
Total funding target for all participants | 2017-12-31 | 83,010,375 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 12,670,635 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,661 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 12,670,635 |
Amount remaining of prefunding balance | 2017-12-31 | 1,661 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 13,598,125 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,783 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 920,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 2,047 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 271,507,481 |
Acturial value of plan assets | 2016-12-31 | 283,443,305 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 97,947,961 |
Number of terminated vested participants | 2016-12-31 | 2,782 |
Fundng target for terminated vested participants | 2016-12-31 | 61,222,506 |
Active participant vested funding target | 2016-12-31 | 59,986,245 |
Number of active participants | 2016-12-31 | 1,398 |
Total funding liabilities for active participants | 2016-12-31 | 63,093,378 |
Total participant count | 2016-12-31 | 5,948 |
Total funding target for all participants | 2016-12-31 | 222,263,845 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 12,768,956 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,674 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 12,768,956 |
Amount remaining of prefunding balance | 2016-12-31 | 1,674 |
Present value of excess contributions | 2016-12-31 | 32,215,687 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 34,242,054 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 12,670,635 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,661 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 462,034 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 5,948 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,138 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 855 |
Total of all active and inactive participants | 2016-01-01 | 2,012 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 35 |
Total participants | 2016-01-01 | 2,047 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 6,143 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,398 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,668 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2,735 |
Total of all active and inactive participants | 2015-01-01 | 5,801 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 147 |
Total participants | 2015-01-01 | 5,948 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3,981 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,644 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,588 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,757 |
Total of all active and inactive participants | 2014-01-01 | 5,989 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 154 |
Total participants | 2014-01-01 | 6,143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 4,090 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,243 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 807 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,804 |
Total of all active and inactive participants | 2013-01-01 | 3,854 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 127 |
Total participants | 2013-01-01 | 3,981 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 4,207 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,380 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 744 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,840 |
Total of all active and inactive participants | 2012-01-01 | 3,964 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 126 |
Total participants | 2012-01-01 | 4,090 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4,315 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,610 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 677 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,805 |
Total of all active and inactive participants | 2011-01-01 | 4,092 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 115 |
Total participants | 2011-01-01 | 4,207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 4,432 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,747 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 636 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,859 |
Total of all active and inactive participants | 2010-01-01 | 4,242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 73 |
Total participants | 2010-01-01 | 4,315 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 40 |
2009: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4,561 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,892 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 584 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,866 |
Total of all active and inactive participants | 2009-01-01 | 4,342 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 90 |
Total participants | 2009-01-01 | 4,432 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 245 |
Measure | Date | Value |
---|---|---|
2017 : PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $4,542,033 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $4,542,033 |
Total transfer of assets from this plan | 2017-12-31 | $92,370,965 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $8,574 |
Total income from all sources (including contributions) | 2017-12-31 | $8,732,022 |
Total loss/gain on sale of assets | 2017-12-31 | $1,157,207 |
Total of all expenses incurred | 2017-12-31 | $11,923,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $11,054,631 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $0 |
Value of total assets at beginning of year | 2017-12-31 | $95,570,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $868,486 |
Total interest from all sources | 2017-12-31 | $768,364 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,367,311 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $725,474 |
Administrative expenses professional fees incurred | 2017-12-31 | $778,560 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $228,300 |
Administrative expenses (other) incurred | 2017-12-31 | $89,926 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $8,574 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-3,191,095 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $95,562,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $38,624,453 |
Interest earned on other investments | 2017-12-31 | $28,404 |
Income. Interest from US Government securities | 2017-12-31 | $622,003 |
Income. Interest from corporate debt instruments | 2017-12-31 | $56,864 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $5,429,748 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $5,429,748 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $61,093 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $9,221,446 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $897,107 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $641,837 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $11,054,631 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $5,332,201 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $36,734,486 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | Yes |
Aggregate proceeds on sale of assets | 2017-12-31 | $165,155,055 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $163,997,848 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $3,595,558 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $3,595,558 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8,574 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $20,195 |
Total income from all sources (including contributions) | 2016-12-31 | $16,258,810 |
Total loss/gain on sale of assets | 2016-12-31 | $427,024 |
Total of all expenses incurred | 2016-12-31 | $192,934,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $192,032,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $95,570,634 |
Value of total assets at beginning of year | 2016-12-31 | $272,257,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $902,008 |
Total interest from all sources | 2016-12-31 | $838,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $5,387,235 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $4,512,762 |
Administrative expenses professional fees incurred | 2016-12-31 | $303,123 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $228,300 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $477,122 |
Other income not declared elsewhere | 2016-12-31 | $32,078 |
Administrative expenses (other) incurred | 2016-12-31 | $598,885 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $8,574 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $20,195 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-176,675,276 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $95,562,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $272,237,336 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $38,624,453 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $183,566,792 |
Income. Interest from US Government securities | 2016-12-31 | $189,940 |
Income. Interest from corporate debt instruments | 2016-12-31 | $575,910 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $5,429,748 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,620,066 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,620,066 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $72,967 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $130,053,084 |
Asset value of US Government securities at end of year | 2016-12-31 | $9,221,446 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $8,263,474 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,978,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $35,000,000 |
Income. Dividends from common stock | 2016-12-31 | $874,473 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $61,978,994 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $5,332,201 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $6,479,398 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $36,734,486 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $33,850,679 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $410,027,073 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $409,600,049 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-3,865,113 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-3,865,113 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $20,195 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $62,062 |
Total income from all sources (including contributions) | 2015-12-31 | $32,623,560 |
Total loss/gain on sale of assets | 2015-12-31 | $1,676,919 |
Total of all expenses incurred | 2015-12-31 | $18,160,043 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $17,719,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $35,000,000 |
Value of total assets at end of year | 2015-12-31 | $272,257,531 |
Value of total assets at beginning of year | 2015-12-31 | $257,835,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $440,166 |
Total interest from all sources | 2015-12-31 | $442,599 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $5,946,394 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $5,112,347 |
Administrative expenses professional fees incurred | 2015-12-31 | $222,203 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $477,122 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $481,510 |
Other income not declared elsewhere | 2015-12-31 | $375,269 |
Administrative expenses (other) incurred | 2015-12-31 | $217,963 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $20,195 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $62,062 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $14,463,517 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $272,237,336 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $257,773,819 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $183,566,792 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $203,543,495 |
Income. Interest from US Government securities | 2015-12-31 | $188,163 |
Income. Interest from corporate debt instruments | 2015-12-31 | $253,976 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $4,620,066 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $3,836,215 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $3,836,215 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $460 |
Asset value of US Government securities at end of year | 2015-12-31 | $8,263,474 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $7,963,431 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-6,952,508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $35,000,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $35,000,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $834,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $17,719,877 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $6,479,398 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $7,176,574 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $33,850,679 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $34,834,656 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $9,435,842 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $7,758,923 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-1,017,049 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-1,017,049 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $62,062 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $52,831 |
Total income from all sources (including contributions) | 2014-12-31 | $17,495,696 |
Total loss/gain on sale of assets | 2014-12-31 | $2,767,261 |
Total of all expenses incurred | 2014-12-31 | $17,178,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $16,818,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $257,835,881 |
Value of total assets at beginning of year | 2014-12-31 | $257,509,873 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $360,376 |
Total interest from all sources | 2014-12-31 | $477,157 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $6,459,791 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $5,709,252 |
Administrative expenses professional fees incurred | 2014-12-31 | $143,791 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $481,510 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $70,139,203 |
Other income not declared elsewhere | 2014-12-31 | $3,282 |
Administrative expenses (other) incurred | 2014-12-31 | $216,585 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $62,062 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $52,831 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $316,777 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $257,773,819 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $257,457,042 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $203,543,495 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $139,944,724 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $189,488 |
Income. Interest from corporate debt instruments | 2014-12-31 | $287,021 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,836,215 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,616,897 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,616,897 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $648 |
Asset value of US Government securities at end of year | 2014-12-31 | $7,963,431 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $6,960,545 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $9,354,051 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $-548,797 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Income. Dividends from common stock | 2014-12-31 | $750,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $16,818,543 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $7,176,574 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $7,941,104 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $34,834,656 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $28,907,400 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $13,263,486 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $10,496,225 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $5,798,187 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $5,798,187 |
Total transfer of assets to this plan | 2013-12-31 | $69,753,482 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $52,831 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $88,109 |
Total income from all sources (including contributions) | 2013-12-31 | $23,527,964 |
Total loss/gain on sale of assets | 2013-12-31 | $2,052,910 |
Total of all expenses incurred | 2013-12-31 | $10,121,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,797,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $257,509,873 |
Value of total assets at beginning of year | 2013-12-31 | $174,385,196 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $324,283 |
Total interest from all sources | 2013-12-31 | $533,701 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,968,913 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,324,660 |
Administrative expenses professional fees incurred | 2013-12-31 | $111,705 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $70,139,203 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $296,674 |
Other income not declared elsewhere | 2013-12-31 | $15,521 |
Administrative expenses (other) incurred | 2013-12-31 | $212,578 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $52,831 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $88,109 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $13,406,473 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $257,457,042 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $174,297,087 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $139,944,724 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $126,602,663 |
Income. Interest from US Government securities | 2013-12-31 | $244,806 |
Income. Interest from corporate debt instruments | 2013-12-31 | $288,556 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,616,897 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $5,187,857 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $5,187,857 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $339 |
Asset value of US Government securities at end of year | 2013-12-31 | $6,960,545 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $7,561,761 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,158,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $644,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,797,208 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $7,941,104 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $7,846,036 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $28,907,400 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $26,890,205 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $117,801,838 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $115,748,928 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | SS&G, INC. |
Accountancy firm EIN | 2013-12-31 | 341945695 |
2012 : PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,655,230 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $2,655,230 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $88,109 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $20,629 |
Total income from all sources (including contributions) | 2012-12-31 | $19,640,188 |
Total loss/gain on sale of assets | 2012-12-31 | $-105,251 |
Total of all expenses incurred | 2012-12-31 | $8,927,329 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $8,590,517 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $174,385,196 |
Value of total assets at beginning of year | 2012-12-31 | $163,604,857 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $336,812 |
Total interest from all sources | 2012-12-31 | $605,852 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,900,548 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $3,270,535 |
Administrative expenses professional fees incurred | 2012-12-31 | $112,825 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $296,674 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $365,755 |
Other income not declared elsewhere | 2012-12-31 | $831 |
Administrative expenses (other) incurred | 2012-12-31 | $223,987 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $88,109 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $20,629 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $10,712,859 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $174,297,087 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $163,584,228 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $126,602,663 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $107,236,112 |
Income. Interest from US Government securities | 2012-12-31 | $267,984 |
Income. Interest from corporate debt instruments | 2012-12-31 | $337,564 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $5,187,857 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $6,288,482 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $6,288,482 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $304 |
Asset value of US Government securities at end of year | 2012-12-31 | $7,561,761 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $8,196,562 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $12,582,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $10,000,000 |
Income. Dividends from common stock | 2012-12-31 | $630,013 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,590,517 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $7,846,036 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $8,023,873 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $26,890,205 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $23,494,073 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $55,933,875 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $56,039,126 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SS&G, INC. |
Accountancy firm EIN | 2012-12-31 | 341945695 |
2011 : PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $850,933 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $850,933 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $20,629 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $8,928,183 |
Total loss/gain on sale of assets | 2011-12-31 | $742,833 |
Total of all expenses incurred | 2011-12-31 | $7,734,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,420,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $10,000,000 |
Value of total assets at end of year | 2011-12-31 | $163,604,857 |
Value of total assets at beginning of year | 2011-12-31 | $162,390,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $313,484 |
Total interest from all sources | 2011-12-31 | $712,428 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,989,902 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,413,991 |
Administrative expenses professional fees incurred | 2011-12-31 | $119,116 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $365,755 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $354,610 |
Other income not declared elsewhere | 2011-12-31 | $-816 |
Administrative expenses (other) incurred | 2011-12-31 | $-129 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $20,629 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,193,900 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $163,584,228 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $162,390,328 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $194,497 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $107,236,112 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $90,470,585 |
Income. Interest from US Government securities | 2011-12-31 | $327,842 |
Income. Interest from corporate debt instruments | 2011-12-31 | $383,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $6,288,482 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $6,341,251 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $6,341,251 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $765 |
Asset value of US Government securities at end of year | 2011-12-31 | $8,196,562 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $9,603,299 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-6,367,097 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $10,000,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $10,000,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $10,000,000 |
Income. Dividends from common stock | 2011-12-31 | $575,911 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,420,799 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $8,023,873 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $8,195,007 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $23,494,073 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $37,425,576 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $130,097,554 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $129,354,721 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SS&G, INC. |
Accountancy firm EIN | 2011-12-31 | 341945695 |
2010 : PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $6,942,058 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $6,942,058 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $26,388,343 |
Total loss/gain on sale of assets | 2010-12-31 | $-1,111,292 |
Total of all expenses incurred | 2010-12-31 | $6,797,539 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,520,783 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $10,000,000 |
Value of total assets at end of year | 2010-12-31 | $162,390,328 |
Value of total assets at beginning of year | 2010-12-31 | $142,799,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $276,756 |
Total interest from all sources | 2010-12-31 | $842,465 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,354,558 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,558,539 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $354,610 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $350,885 |
Other income not declared elsewhere | 2010-12-31 | $3,102 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $19,590,804 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $162,390,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $142,799,524 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $276,756 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $90,470,585 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $61,011,575 |
Income. Interest from US Government securities | 2010-12-31 | $410,877 |
Income. Interest from corporate debt instruments | 2010-12-31 | $417,579 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $6,341,251 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,249,553 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,249,553 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $14,009 |
Asset value of US Government securities at end of year | 2010-12-31 | $9,603,299 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $9,973,057 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $7,357,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $10,000,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $10,000,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $20,000,000 |
Income. Dividends from common stock | 2010-12-31 | $796,019 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,520,783 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $8,195,007 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $7,926,332 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $37,425,576 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $40,288,122 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $63,652,141 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $64,763,433 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2017: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION PLAN FOR EMPLOYEES OF FIRSTMERIT CORPORATION AND AFFILIATES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |