Logo

ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 401k Plan overview

Plan NameACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN
Plan identification number 606

ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ACCENTURE LLP has sponsored the creation of one or more 401k plans.

Company Name:ACCENTURE LLP
Employer identification number (EIN):720542904
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
6062023-01-01
6062022-01-01
6062021-01-01
6062020-01-01
6062019-01-01
6062018-01-01
6062017-01-01WYNN POTT
6062016-01-01WYNN POTT
6062015-01-01WYNN POTT
6062014-01-01WYNN POTT
6062013-01-01WYNN POTT
6062012-01-01WYNN POTT
6062011-01-01WYNN POTT
6062010-01-01WYNN POTT
6062009-01-01WYNN POTT

Plan Statistics for ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN

401k plan membership statisitcs for ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN

Measure Date Value
2023: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,657
Number of retired or separated participants receiving benefits2023-01-011,713
Total of all active and inactive participants2023-01-011,713
Total participants2023-01-011,713
2022: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,641
Number of retired or separated participants receiving benefits2022-01-011,657
Total of all active and inactive participants2022-01-011,657
Total participants2022-01-011,657
2021: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,652
Number of retired or separated participants receiving benefits2021-01-011,641
Total of all active and inactive participants2021-01-011,641
Total participants2021-01-011,641
2020: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,460
Total number of active participants reported on line 7a of the Form 55002020-01-011,652
Total of all active and inactive participants2020-01-011,652
Total participants2020-01-011,652
2019: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,415
Number of retired or separated participants receiving benefits2019-01-011,460
Total of all active and inactive participants2019-01-011,460
Total participants2019-01-011,460
2018: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,343
Number of retired or separated participants receiving benefits2018-01-011,415
Total of all active and inactive participants2018-01-011,415
Total participants2018-01-011,415
2017: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,262
Number of retired or separated participants receiving benefits2017-01-011,343
Total of all active and inactive participants2017-01-011,343
Total participants2017-01-011,343
2016: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,199
Number of retired or separated participants receiving benefits2016-01-011,262
Total of all active and inactive participants2016-01-011,262
Total participants2016-01-011,262
2015: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,137
Number of retired or separated participants receiving benefits2015-01-011,199
Total of all active and inactive participants2015-01-011,199
Total participants2015-01-011,199
2014: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,015
Number of retired or separated participants receiving benefits2014-01-011,137
Total of all active and inactive participants2014-01-011,137
Total participants2014-01-011,137
2013: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01942
Number of retired or separated participants receiving benefits2013-01-011,015
Total of all active and inactive participants2013-01-011,015
Total participants2013-01-011,015
2012: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01897
Number of retired or separated participants receiving benefits2012-01-01942
Total of all active and inactive participants2012-01-01942
Total participants2012-01-01942
2011: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01849
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01897
Total of all active and inactive participants2011-01-01897
Total participants2011-01-01897
2010: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01765
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-01849
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01849
Total participants2010-01-01849
2009: ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01630
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01765
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01765
Total participants2009-01-01765

Financial Data on ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN

Measure Date Value
2023 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,491,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,405,207
Total income from all sources (including contributions)2023-12-31$36,469,685
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$32,738,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$31,452,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$36,069,229
Value of total assets at end of year2023-12-31$9,462,404
Value of total assets at beginning of year2023-12-31$5,644,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,286,535
Total interest from all sources2023-12-31$400,456
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$14,676,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$42,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$18,813
Administrative expenses (other) incurred2023-12-31$295,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,731,113
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,970,719
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,239,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest earned on other investments2023-12-31$400,456
Value of interest in master investment trust accounts at end of year2023-12-31$6,280,696
Value of interest in master investment trust accounts at beginning of year2023-12-31$5,245,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$21,393,111
Employer contributions (assets) at end of year2023-12-31$3,139,111
Employer contributions (assets) at beginning of year2023-12-31$380,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$31,452,037
Contract administrator fees2023-12-31$976,023
Liabilities. Value of benefit claims payable at end of year2023-12-31$1,491,685
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$1,405,207
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DUGAN & LOPATKA
Accountancy firm EIN2023-12-31362886485
2022 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,405,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,789,431
Total income from all sources (including contributions)2022-12-31$28,824,237
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,209,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$25,927,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$28,746,940
Value of total assets at end of year2022-12-31$5,644,813
Value of total assets at beginning of year2022-12-31$4,414,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,282,132
Total interest from all sources2022-12-31$77,297
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$292,289
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,366,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$18,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,614,796
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,239,606
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,624,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest earned on other investments2022-12-31$77,297
Value of interest in master investment trust accounts at end of year2022-12-31$5,245,854
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,225,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,380,146
Employer contributions (assets) at end of year2022-12-31$380,146
Employer contributions (assets) at beginning of year2022-12-31$3,188,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,927,309
Contract administrator fees2022-12-31$989,843
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,405,207
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,789,431
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DUGAN & LOPATKA
Accountancy firm EIN2022-12-31362886485
2021 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,789,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,192,984
Total income from all sources (including contributions)2021-12-31$25,754,182
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$25,744,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,531,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,746,817
Value of total assets at end of year2021-12-31$4,414,241
Value of total assets at beginning of year2021-12-31$3,808,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,213,521
Total interest from all sources2021-12-31$7,365
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$236,325
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,922,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,578
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,624,810
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,615,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest earned on other investments2021-12-31$7,365
Value of interest in master investment trust accounts at end of year2021-12-31$1,225,562
Value of interest in master investment trust accounts at beginning of year2021-12-31$3,808,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,824,034
Employer contributions (assets) at end of year2021-12-31$3,188,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,531,083
Contract administrator fees2021-12-31$977,196
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,789,431
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,192,984
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DUGAN & LOPATKA
Accountancy firm EIN2021-12-31362886485
2020 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,192,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,219,277
Total income from all sources (including contributions)2020-12-31$19,175,576
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,785,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,709,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,122,812
Value of total assets at end of year2020-12-31$3,808,216
Value of total assets at beginning of year2020-12-31$6,443,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,075,352
Total interest from all sources2020-12-31$52,764
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$189,339
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,687,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-2,609,467
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,615,232
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,224,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest earned on other investments2020-12-31$52,764
Value of interest in master investment trust accounts at end of year2020-12-31$3,808,216
Value of interest in master investment trust accounts at beginning of year2020-12-31$6,443,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,434,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,709,691
Contract administrator fees2020-12-31$886,013
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,192,984
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,219,277
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DUGAN & LOPATKA
Accountancy firm EIN2020-12-31362886485
2019 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,219,277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,219,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,209,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,209,405
Total income from all sources (including contributions)2019-12-31$20,929,969
Total income from all sources (including contributions)2019-12-31$20,929,969
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,098,448
Total of all expenses incurred2019-12-31$22,098,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,261,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,261,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,728,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,728,114
Value of total assets at end of year2019-12-31$6,443,976
Value of total assets at end of year2019-12-31$6,443,976
Value of total assets at beginning of year2019-12-31$7,602,583
Value of total assets at beginning of year2019-12-31$7,602,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$837,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$837,203
Total interest from all sources2019-12-31$201,855
Total interest from all sources2019-12-31$201,855
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$82,701
Administrative expenses professional fees incurred2019-12-31$82,701
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,678,583
Contributions received from participants2019-12-31$10,678,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,168,479
Value of net income/loss2019-12-31$-1,168,479
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,224,699
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,224,699
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,393,178
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,393,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned on other investments2019-12-31$201,855
Interest earned on other investments2019-12-31$201,855
Value of interest in master investment trust accounts at end of year2019-12-31$6,443,976
Value of interest in master investment trust accounts at end of year2019-12-31$6,443,976
Value of interest in master investment trust accounts at beginning of year2019-12-31$7,602,583
Value of interest in master investment trust accounts at beginning of year2019-12-31$7,602,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,049,531
Contributions received in cash from employer2019-12-31$10,049,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,261,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,261,245
Contract administrator fees2019-12-31$754,502
Contract administrator fees2019-12-31$754,502
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,219,277
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,219,277
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,209,405
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,209,405
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DUGAN & LOPATKA
Accountancy firm name2019-12-31DUGAN & LOPATKA
Accountancy firm EIN2019-12-31362886485
Accountancy firm EIN2019-12-31362886485
2018 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,209,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$891,583
Total income from all sources (including contributions)2018-12-31$21,740,924
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$20,257,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,500,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,583,054
Value of total assets at end of year2018-12-31$7,602,583
Value of total assets at beginning of year2018-12-31$5,801,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$756,942
Total interest from all sources2018-12-31$157,870
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$51,543
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,012,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,483,313
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,393,178
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,909,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned on other investments2018-12-31$157,870
Value of interest in master investment trust accounts at end of year2018-12-31$7,602,583
Value of interest in master investment trust accounts at beginning of year2018-12-31$5,801,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,570,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,500,669
Contract administrator fees2018-12-31$705,399
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,209,405
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$891,583
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DUGAN & LOPATKA
Accountancy firm EIN2018-12-31362886485
2017 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$891,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,264,390
Total income from all sources (including contributions)2017-12-31$20,136,209
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,816,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,174,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,090,582
Value of total assets at end of year2017-12-31$5,801,448
Value of total assets at beginning of year2017-12-31$3,854,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$642,013
Total interest from all sources2017-12-31$45,627
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$32,023
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,012,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,319,539
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,909,865
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,590,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned on other investments2017-12-31$45,627
Value of interest in master investment trust accounts at end of year2017-12-31$5,801,448
Value of interest in master investment trust accounts at beginning of year2017-12-31$3,854,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,077,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,174,657
Contract administrator fees2017-12-31$609,990
Liabilities. Value of benefit claims payable at end of year2017-12-31$891,583
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,264,390
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DUGAN & LOPATKA
Accountancy firm EIN2017-12-31362886485
2016 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,264,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,304,799
Total income from all sources (including contributions)2016-12-31$18,576,388
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,850,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,271,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,568,048
Value of total assets at end of year2016-12-31$3,854,716
Value of total assets at beginning of year2016-12-31$5,169,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$578,762
Total interest from all sources2016-12-31$8,340
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$16,899
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,210,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,274,266
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,590,326
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,864,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned on other investments2016-12-31$8,340
Value of interest in master investment trust accounts at end of year2016-12-31$3,854,716
Value of interest in master investment trust accounts at beginning of year2016-12-31$5,169,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,357,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,271,892
Contract administrator fees2016-12-31$561,863
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,264,390
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,304,799
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DUGAN & LOPATKA
Accountancy firm EIN2016-12-31362886485
2015 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,304,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$235,572
Total income from all sources (including contributions)2015-12-31$14,444,119
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,279,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,710,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,441,329
Value of total assets at end of year2015-12-31$5,169,391
Value of total assets at beginning of year2015-12-31$4,935,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$568,883
Total interest from all sources2015-12-31$2,790
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$21,777
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,689,744
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,000
Administrative expenses (other) incurred2015-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-835,226
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,864,592
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,699,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned on other investments2015-12-31$2,790
Value of interest in master investment trust accounts at end of year2015-12-31$5,169,391
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,932,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,751,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,710,462
Contract administrator fees2015-12-31$544,106
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,304,799
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$235,572
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DUGAN & LOPATKA
Accountancy firm EIN2015-12-31362886485
2014 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$235,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$737,394
Total income from all sources (including contributions)2014-12-31$9,607,582
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,022,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,476,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,604,649
Value of total assets at end of year2014-12-31$4,935,390
Value of total assets at beginning of year2014-12-31$7,852,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$546,294
Total interest from all sources2014-12-31$2,933
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,531,259
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,000
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,000
Administrative expenses (other) incurred2014-12-31$9,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,415,057
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,699,818
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,114,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned on other investments2014-12-31$2,933
Value of interest in master investment trust accounts at end of year2014-12-31$4,932,390
Value of interest in master investment trust accounts at beginning of year2014-12-31$7,849,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,073,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,476,345
Contract administrator fees2014-12-31$536,371
Liabilities. Value of benefit claims payable at end of year2014-12-31$235,572
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$737,394
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DUGAN & LOPATKA
Accountancy firm EIN2014-12-31362886485
2013 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$737,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$284,497
Total income from all sources (including contributions)2013-12-31$14,720,379
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,739,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,171,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,717,807
Value of total assets at end of year2013-12-31$7,852,269
Value of total assets at beginning of year2013-12-31$5,418,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$568,724
Total interest from all sources2013-12-31$2,572
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,717,807
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,000
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,000
Administrative expenses (other) incurred2013-12-31$23,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,980,519
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,114,875
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,134,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned on other investments2013-12-31$2,572
Value of interest in master investment trust accounts at end of year2013-12-31$7,849,269
Value of interest in master investment trust accounts at beginning of year2013-12-31$5,415,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,171,136
Contract administrator fees2013-12-31$545,595
Liabilities. Value of benefit claims payable at end of year2013-12-31$737,394
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$284,497
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DUGAN & LOPATKA
Accountancy firm EIN2013-12-31362886485
2012 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$284,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$269,770
Total income from all sources (including contributions)2012-12-31$2,766,775
Total of all expenses incurred2012-12-31$3,922,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,693,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,758,103
Value of total assets at end of year2012-12-31$5,418,853
Value of total assets at beginning of year2012-12-31$6,559,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$228,575
Total interest from all sources2012-12-31$8,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,106,428
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,000
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$651,675
Administrative expenses (other) incurred2012-12-31$15,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,155,339
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,134,356
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,289,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest earned on other investments2012-12-31$8,672
Value of interest in master investment trust accounts at end of year2012-12-31$5,415,853
Value of interest in master investment trust accounts at beginning of year2012-12-31$6,556,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,693,539
Contract administrator fees2012-12-31$212,800
Liabilities. Value of benefit claims payable at end of year2012-12-31$284,497
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$269,770
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DUGAN & LOPATKA
Accountancy firm EIN2012-12-31362886485
2011 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$269,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$891,479
Total income from all sources (including contributions)2011-12-31$2,831,170
Total of all expenses incurred2011-12-31$2,795,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,554,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,823,694
Value of total assets at end of year2011-12-31$6,559,465
Value of total assets at beginning of year2011-12-31$7,145,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$240,404
Total interest from all sources2011-12-31$7,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,853,536
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,000
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$20,000
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$970,158
Administrative expenses (other) incurred2011-12-31$34,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$35,976
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,289,695
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,253,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned on other investments2011-12-31$7,476
Value of interest in master investment trust accounts at end of year2011-12-31$6,556,465
Value of interest in master investment trust accounts at beginning of year2011-12-31$7,125,198
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$37,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,516,817
Contract administrator fees2011-12-31$206,178
Liabilities. Value of benefit claims payable at end of year2011-12-31$269,770
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$891,479
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DUGAN & LOPATKA
Accountancy firm EIN2011-12-31362886485
2010 : ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$891,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$615,996
Total income from all sources (including contributions)2010-12-31$1,650,010
Total of all expenses incurred2010-12-31$3,666,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,463,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,643,046
Value of total assets at end of year2010-12-31$7,145,198
Value of total assets at beginning of year2010-12-31$8,885,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$202,619
Total interest from all sources2010-12-31$6,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,643,046
Assets. Other investments not covered elsewhere at end of year2010-12-31$20,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$132,972
Administrative expenses (other) incurred2010-12-31$34,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,016,057
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,253,719
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,269,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned on other investments2010-12-31$6,964
Value of interest in master investment trust accounts at end of year2010-12-31$7,125,198
Value of interest in master investment trust accounts at beginning of year2010-12-31$8,752,802
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$26,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,436,605
Contract administrator fees2010-12-31$168,207
Liabilities. Value of benefit claims payable at end of year2010-12-31$891,479
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$615,996
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DUGAN & LOPATKA
Accountancy firm EIN2010-12-31362886485

Form 5500 Responses for ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN

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

Potentially related plans

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

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

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

See full terms and conditions

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