WHITE MOUNTAINS CAPITAL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITE MOUNTAINS RETIREMENT PLAN
Measure | Date | Value |
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2023: WHITE MOUNTAINS RETIREMENT PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 16 |
Total of all active and inactive participants | 2023-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 78 |
Number of participants with account balances | 2023-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: WHITE MOUNTAINS RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 80 |
Number of participants with account balances | 2022-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WHITE MOUNTAINS RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
Total of all active and inactive participants | 2021-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 78 |
Number of participants with account balances | 2021-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WHITE MOUNTAINS RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 71 |
Number of participants with account balances | 2020-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WHITE MOUNTAINS RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 12 |
Total of all active and inactive participants | 2019-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 72 |
Number of participants with account balances | 2019-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WHITE MOUNTAINS RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12 |
Total of all active and inactive participants | 2018-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 65 |
Number of participants with account balances | 2018-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WHITE MOUNTAINS RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-09-08 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-08 | 68 |
Number of retired or separated participants receiving benefits | 2017-09-08 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-09-08 | 1 |
Total of all active and inactive participants | 2017-09-08 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-08 | 0 |
Total participants | 2017-09-08 | 69 |
Number of participants with account balances | 2017-09-08 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-08 | 0 |
Measure | Date | Value |
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2023 : WHITE MOUNTAINS RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $8,346,754 |
Expenses. Total of all expenses incurred | 2023-12-31 | $517,613 |
Benefits paid (including direct rollovers) | 2023-12-31 | $515,886 |
Total plan assets at end of year | 2023-12-31 | $43,409,810 |
Total plan assets at beginning of year | 2023-12-31 | $35,580,669 |
Value of fidelity bond covering the plan | 2023-12-31 | $30,000,000 |
Total contributions received or receivable from participants | 2023-12-31 | $1,265,335 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $33,573 |
Other income received | 2023-12-31 | $6,076,680 |
Net income (gross income less expenses) | 2023-12-31 | $7,829,141 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $43,409,810 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $35,580,669 |
Assets. Value of participant loans | 2023-12-31 | $76,635 |
Assets. Value of employer securities | 2023-12-31 | $6,429,791 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $971,166 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,727 |
2022 : WHITE MOUNTAINS RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-2,348,513 |
Expenses. Total of all expenses incurred | 2022-12-31 | $165,636 |
Benefits paid (including direct rollovers) | 2022-12-31 | $160,035 |
Total plan assets at end of year | 2022-12-31 | $35,580,669 |
Total plan assets at beginning of year | 2022-12-31 | $38,094,818 |
Value of fidelity bond covering the plan | 2022-12-31 | $30,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $1,104,799 |
Other income received | 2022-12-31 | $-4,307,097 |
Net income (gross income less expenses) | 2022-12-31 | $-2,514,149 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $35,580,669 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $38,094,818 |
Assets. Value of participant loans | 2022-12-31 | $95,892 |
Assets. Value of employer securities | 2022-12-31 | $5,589,214 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $853,785 |
Value of corrective distributions | 2022-12-31 | $3,817 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,784 |
2021 : WHITE MOUNTAINS RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $6,512,603 |
Expenses. Total of all expenses incurred | 2021-12-31 | $726,199 |
Benefits paid (including direct rollovers) | 2021-12-31 | $724,807 |
Total plan assets at end of year | 2021-12-31 | $38,094,818 |
Total plan assets at beginning of year | 2021-12-31 | $32,308,414 |
Value of fidelity bond covering the plan | 2021-12-31 | $15,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $1,028,983 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $96,377 |
Other income received | 2021-12-31 | $4,579,165 |
Net income (gross income less expenses) | 2021-12-31 | $5,786,404 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $38,094,818 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $32,308,414 |
Assets. Value of participant loans | 2021-12-31 | $50,902 |
Assets. Value of employer securities | 2021-12-31 | $3,931,616 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $808,078 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,392 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : WHITE MOUNTAINS RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $5,340,776 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,313,555 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,312,149 |
Total plan assets at end of year | 2020-12-31 | $32,308,414 |
Total plan assets at beginning of year | 2020-12-31 | $28,281,193 |
Value of fidelity bond covering the plan | 2020-12-31 | $15,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $948,870 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $36,805 |
Other income received | 2020-12-31 | $3,612,077 |
Net income (gross income less expenses) | 2020-12-31 | $4,027,221 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $32,308,414 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $28,281,193 |
Assets. Value of participant loans | 2020-12-31 | $80,939 |
Assets. Value of employer securities | 2020-12-31 | $3,794,164 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $743,024 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,406 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : WHITE MOUNTAINS RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $6,703,325 |
Expenses. Total of all expenses incurred | 2019-12-31 | $26,746 |
Benefits paid (including direct rollovers) | 2019-12-31 | $25,266 |
Total plan assets at end of year | 2019-12-31 | $28,281,193 |
Total plan assets at beginning of year | 2019-12-31 | $21,604,614 |
Value of fidelity bond covering the plan | 2019-12-31 | $15,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $883,721 |
Other income received | 2019-12-31 | $5,157,997 |
Net income (gross income less expenses) | 2019-12-31 | $6,676,579 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $28,281,193 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $21,604,614 |
Assets. Value of participant loans | 2019-12-31 | $104,199 |
Assets. Value of employer securities | 2019-12-31 | $4,045,814 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $661,607 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,480 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : WHITE MOUNTAINS RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $502,017 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4,043,384 |
Benefits paid (including direct rollovers) | 2018-12-31 | $4,032,397 |
Total plan assets at end of year | 2018-12-31 | $21,604,614 |
Total plan assets at beginning of year | 2018-12-31 | $25,145,981 |
Value of fidelity bond covering the plan | 2018-12-31 | $25,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $796,411 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $62,938 |
Other income received | 2018-12-31 | $-1,001,164 |
Net income (gross income less expenses) | 2018-12-31 | $-3,541,367 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $21,604,614 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,145,981 |
Assets. Value of participant loans | 2018-12-31 | $118,534 |
Assets. Value of employer securities | 2018-12-31 | $2,938,284 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $643,832 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $10,987 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : WHITE MOUNTAINS RETIREMENT PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $21,613,274 |
Total income from all sources | 2017-12-31 | $3,546,290 |
Expenses. Total of all expenses incurred | 2017-12-31 | $13,583 |
Total plan assets at end of year | 2017-12-31 | $25,145,981 |
Total plan assets at beginning of year | 2017-12-31 | $0 |
Value of fidelity bond covering the plan | 2017-12-31 | $35,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $227,793 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $1,014,382 |
Other income received | 2017-12-31 | $1,835,456 |
Net income (gross income less expenses) | 2017-12-31 | $3,532,707 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $25,145,981 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Assets. Value of participant loans | 2017-12-31 | $187,689 |
Assets. Value of employer securities | 2017-12-31 | $3,087,202 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $468,659 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $13,583 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2023: WHITE MOUNTAINS RETIREMENT PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: WHITE MOUNTAINS RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WHITE MOUNTAINS RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WHITE MOUNTAINS RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WHITE MOUNTAINS RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WHITE MOUNTAINS RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WHITE MOUNTAINS RETIREMENT PLAN 2017 form 5500 responses |
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2017-09-08 | Type of plan entity | Single employer plan |
2017-09-08 | First time form 5500 has been submitted | Yes |
2017-09-08 | Submission has been amended | No |
2017-09-08 | This submission is the final filing | No |
2017-09-08 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-09-08 | Plan is a collectively bargained plan | No |
2017-09-08 | Plan funding arrangement – Trust | Yes |
2017-09-08 | Plan benefit arrangement - Trust | Yes |