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SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameSHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST
Plan identification number 001

SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

SHIPMAN & GOODWIN LLP has sponsored the creation of one or more 401k plans.

Company Name:SHIPMAN & GOODWIN LLP
Employer identification number (EIN):060640174
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about SHIPMAN & GOODWIN LLP

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date: 2018-06-14
Company Identification Number: 1685382
Legal Registered Office Address: 222 JEFFERSON BOULEVARD, SUITE 200

WARWICK
United States of America (USA)
02888

More information about SHIPMAN & GOODWIN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RICHARD I. COHEN2023-10-10
0012021-01-01RICHARD I. COHEN2022-10-07
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD I. COHEN RICHARD I. COHEN2018-07-25
0012016-01-01RICHARD I. COHEN RICHARD I. COHEN2017-07-31
0012015-01-01RICHARD I. COHEN RICHARD I. COHEN2016-09-26
0012014-01-01RICHARD I. COHEN RICHARD I. COHEN2015-07-28
0012013-01-01RICHARD I. COHEN RICHARD I. COHEN2014-07-29
0012012-01-01RICHARD I. COHEN RICHARD I. COHEN2013-09-19
0012011-01-01RICHARD I. COHEN RICHARD I. COHEN2012-07-31
0012009-01-01RICHARD I. COHEN RICHARD I. COHEN2010-07-30

Plan Statistics for SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

Measure Date Value
2022: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01337
Total number of active participants reported on line 7a of the Form 55002022-01-01235
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01338
Number of participants with account balances2022-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01325
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01339
Number of participants with account balances2021-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01337
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01328
Number of participants with account balances2020-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01331
Total number of active participants reported on line 7a of the Form 55002019-01-01267
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01340
Number of participants with account balances2019-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01345
Total number of active participants reported on line 7a of the Form 55002018-01-01282
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01334
Number of participants with account balances2018-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01333
Total number of active participants reported on line 7a of the Form 55002017-01-01293
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01345
Number of participants with account balances2017-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01320
Total number of active participants reported on line 7a of the Form 55002016-01-01280
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01333
Number of participants with account balances2016-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01300
Total number of active participants reported on line 7a of the Form 55002015-01-01268
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01320
Number of participants with account balances2015-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01304
Total number of active participants reported on line 7a of the Form 55002014-01-01252
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01300
Number of participants with account balances2014-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01310
Total number of active participants reported on line 7a of the Form 55002013-01-01241
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01304
Number of participants with account balances2013-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01317
Total number of active participants reported on line 7a of the Form 55002012-01-01246
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01310
Number of participants with account balances2012-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01324
Total number of active participants reported on line 7a of the Form 55002011-01-01257
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01317
Number of participants with account balances2011-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01336
Total number of active participants reported on line 7a of the Form 55002009-01-01259
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01333
Number of participants with account balances2009-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-26,651,108
Total of all expenses incurred2022-12-31$11,064,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,049,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,645,651
Value of total assets at end of year2022-12-31$159,212,948
Value of total assets at beginning of year2022-12-31$196,928,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,864
Total interest from all sources2022-12-31$26,089
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,326,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,326,041
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,105,172
Participant contributions at end of year2022-12-31$597,603
Participant contributions at beginning of year2022-12-31$669,379
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,240,997
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,077,013
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$746,667
Other income not declared elsewhere2022-12-31$-3,932,422
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$-37,715,345
Value of net assets at end of year (total assets less liabilities)2022-12-31$159,212,948
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$196,928,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$135,889,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$168,902,766
Interest on participant loans2022-12-31$26,089
Value of interest in common/collective trusts at end of year2022-12-31$10,693,273
Value of interest in common/collective trusts at beginning of year2022-12-31$11,048,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,891,140
Net investment gain or loss from common/collective trusts2022-12-31$174,673
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$2,793,812
Employer contributions (assets) at end of year2022-12-31$2,791,331
Employer contributions (assets) at beginning of year2022-12-31$3,230,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,049,373
Contract administrator fees2022-12-31$14,864
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$29,703,188
Total of all expenses incurred2021-12-31$15,311,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,293,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,480,406
Value of total assets at end of year2021-12-31$196,928,293
Value of total assets at beginning of year2021-12-31$182,536,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,331
Total interest from all sources2021-12-31$30,385
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,697,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,697,762
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,303,393
Participant contributions at end of year2021-12-31$669,379
Participant contributions at beginning of year2021-12-31$869,788
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,077,013
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,016,499
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,946,741
Other income not declared elsewhere2021-12-31$992,197
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$14,391,480
Value of net assets at end of year (total assets less liabilities)2021-12-31$196,928,293
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$182,536,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$168,902,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$155,434,543
Interest on participant loans2021-12-31$30,385
Value of interest in common/collective trusts at end of year2021-12-31$11,048,863
Value of interest in common/collective trusts at beginning of year2021-12-31$11,042,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,347,703
Net investment gain or loss from common/collective trusts2021-12-31$154,735
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$3,230,272
Employer contributions (assets) at end of year2021-12-31$3,230,272
Employer contributions (assets) at beginning of year2021-12-31$3,173,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,293,377
Contract administrator fees2021-12-31$18,331
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$29,282,680
Total of all expenses incurred2020-12-31$7,026,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,010,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,487,906
Value of total assets at end of year2020-12-31$182,536,813
Value of total assets at beginning of year2020-12-31$160,280,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,213
Total interest from all sources2020-12-31$39,825
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,552,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,552,755
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,960,442
Participant contributions at end of year2020-12-31$869,788
Participant contributions at beginning of year2020-12-31$887,824
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,016,499
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,968,039
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$354,020
Other income not declared elsewhere2020-12-31$3,029,160
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$22,256,211
Value of net assets at end of year (total assets less liabilities)2020-12-31$182,536,813
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$160,280,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$155,434,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$138,927,028
Interest on participant loans2020-12-31$39,825
Value of interest in common/collective trusts at end of year2020-12-31$11,042,361
Value of interest in common/collective trusts at beginning of year2020-12-31$8,447,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,948,747
Net investment gain or loss from common/collective trusts2020-12-31$224,287
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$3,173,444
Employer contributions (assets) at end of year2020-12-31$3,173,622
Employer contributions (assets) at beginning of year2020-12-31$3,049,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,010,256
Contract administrator fees2020-12-31$16,213
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$35,933,703
Total of all expenses incurred2019-12-31$13,317,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,300,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,862,804
Value of total assets at end of year2019-12-31$160,280,602
Value of total assets at beginning of year2019-12-31$137,664,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,128
Total interest from all sources2019-12-31$38,745
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,522,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,522,131
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,268,707
Participant contributions at end of year2019-12-31$887,824
Participant contributions at beginning of year2019-12-31$1,025,109
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,968,039
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,095,704
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$542,201
Other income not declared elsewhere2019-12-31$2,872,385
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$22,616,465
Value of net assets at end of year (total assets less liabilities)2019-12-31$160,280,602
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$137,664,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$138,927,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$118,442,288
Interest on participant loans2019-12-31$38,697
Interest earned on other investments2019-12-31$48
Value of interest in common/collective trusts at end of year2019-12-31$8,447,165
Value of interest in common/collective trusts at beginning of year2019-12-31$9,091,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,432,222
Net investment gain or loss from common/collective trusts2019-12-31$205,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,051,896
Employer contributions (assets) at end of year2019-12-31$3,049,122
Employer contributions (assets) at beginning of year2019-12-31$3,008,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,300,110
Contract administrator fees2019-12-31$17,128
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,385,528
Total of all expenses incurred2018-12-31$13,744,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,726,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,152,905
Value of total assets at end of year2018-12-31$137,664,137
Value of total assets at beginning of year2018-12-31$150,023,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,926
Total interest from all sources2018-12-31$38,940
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,787,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,787,883
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,182,097
Participant contributions at end of year2018-12-31$1,025,109
Participant contributions at beginning of year2018-12-31$974,878
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$114,580
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,095,704
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,743,139
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,977,443
Other income not declared elsewhere2018-12-31$-89,601
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$-12,359,019
Value of net assets at end of year (total assets less liabilities)2018-12-31$137,664,137
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$150,023,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$118,442,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$129,578,299
Interest on participant loans2018-12-31$38,893
Interest earned on other investments2018-12-31$47
Value of interest in common/collective trusts at end of year2018-12-31$9,091,335
Value of interest in common/collective trusts at beginning of year2018-12-31$8,632,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,681,032
Net investment gain or loss from common/collective trusts2018-12-31$176,433
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$2,993,365
Employer contributions (assets) at end of year2018-12-31$3,008,325
Employer contributions (assets) at beginning of year2018-12-31$2,978,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,726,621
Contract administrator fees2018-12-31$17,926
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$26,215,670
Total of all expenses incurred2017-12-31$6,340,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,322,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,652,591
Value of total assets at end of year2017-12-31$150,023,156
Value of total assets at beginning of year2017-12-31$130,147,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,331
Total interest from all sources2017-12-31$34,359
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,560,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,560,932
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,285,163
Participant contributions at end of year2017-12-31$974,878
Participant contributions at beginning of year2017-12-31$1,000,061
Participant contributions at end of year2017-12-31$114,580
Participant contributions at beginning of year2017-12-31$100,565
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,743,139
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,056,713
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$338,303
Other income not declared elsewhere2017-12-31$780,599
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$19,875,579
Value of net assets at end of year (total assets less liabilities)2017-12-31$150,023,156
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$130,147,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$129,578,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$110,378,908
Interest on participant loans2017-12-31$34,186
Interest earned on other investments2017-12-31$173
Value of interest in common/collective trusts at end of year2017-12-31$8,632,395
Value of interest in common/collective trusts at beginning of year2017-12-31$8,758,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,033,635
Net investment gain or loss from common/collective trusts2017-12-31$153,554
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$3,029,125
Employer contributions (assets) at end of year2017-12-31$2,978,536
Employer contributions (assets) at beginning of year2017-12-31$2,838,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,322,760
Contract administrator fees2017-12-31$17,331
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$14,585,397
Total of all expenses incurred2016-12-31$2,739,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,724,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,828,001
Value of total assets at end of year2016-12-31$130,147,577
Value of total assets at beginning of year2016-12-31$118,301,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,244
Total interest from all sources2016-12-31$31,758
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,903,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,903,567
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$2,174,872
Participant contributions at end of year2016-12-31$1,000,061
Participant contributions at beginning of year2016-12-31$927,981
Participant contributions at end of year2016-12-31$100,565
Participant contributions at beginning of year2016-12-31$133,573
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,056,713
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,298,840
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$765,782
Other income not declared elsewhere2016-12-31$372,429
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$11,845,723
Value of net assets at end of year (total assets less liabilities)2016-12-31$130,147,577
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$118,301,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$110,378,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$98,689,729
Interest on participant loans2016-12-31$31,224
Interest earned on other investments2016-12-31$534
Value of interest in common/collective trusts at end of year2016-12-31$8,758,817
Value of interest in common/collective trusts at beginning of year2016-12-31$8,223,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$40,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,294,408
Net investment gain or loss from common/collective trusts2016-12-31$155,234
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$2,887,347
Employer contributions (assets) at end of year2016-12-31$2,838,733
Employer contributions (assets) at beginning of year2016-12-31$2,987,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,724,430
Contract administrator fees2016-12-31$15,244
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,405,558
Total of all expenses incurred2015-12-31$1,399,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,384,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,463,197
Value of total assets at end of year2015-12-31$118,301,854
Value of total assets at beginning of year2015-12-31$115,296,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,139
Total interest from all sources2015-12-31$32,632
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,850,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,850,059
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$2,068,677
Participant contributions at end of year2015-12-31$927,981
Participant contributions at beginning of year2015-12-31$911,981
Participant contributions at end of year2015-12-31$133,573
Participant contributions at beginning of year2015-12-31$95,470
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,298,840
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,243,038
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$406,570
Other income not declared elsewhere2015-12-31$-895,178
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$3,005,625
Value of net assets at end of year (total assets less liabilities)2015-12-31$118,301,854
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$115,296,229
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$98,689,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$95,402,335
Interest on participant loans2015-12-31$31,417
Interest earned on other investments2015-12-31$1,215
Value of interest in common/collective trusts at end of year2015-12-31$8,223,177
Value of interest in common/collective trusts at beginning of year2015-12-31$7,787,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$40,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$39,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,198,870
Net investment gain or loss from common/collective trusts2015-12-31$153,718
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$2,987,950
Employer contributions (assets) at end of year2015-12-31$2,987,950
Employer contributions (assets) at beginning of year2015-12-31$2,816,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,384,794
Contract administrator fees2015-12-31$15,139
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$13,535,188
Total of all expenses incurred2014-12-31$6,341,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,325,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,177,104
Value of total assets at end of year2014-12-31$115,296,229
Value of total assets at beginning of year2014-12-31$108,102,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,742
Total interest from all sources2014-12-31$34,121
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,396,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,396,166
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$1,957,593
Participant contributions at end of year2014-12-31$911,981
Participant contributions at beginning of year2014-12-31$1,009,306
Participant contributions at end of year2014-12-31$95,470
Participant contributions at beginning of year2014-12-31$70,043
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,243,038
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,298,296
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$403,158
Other income not declared elsewhere2014-12-31$1,462,628
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$7,193,995
Value of net assets at end of year (total assets less liabilities)2014-12-31$115,296,229
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$108,102,234
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$95,402,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$89,215,386
Interest on participant loans2014-12-31$32,944
Interest earned on other investments2014-12-31$1,177
Value of interest in common/collective trusts at end of year2014-12-31$7,787,663
Value of interest in common/collective trusts at beginning of year2014-12-31$7,774,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$39,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$38,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,321,957
Net investment gain or loss from common/collective trusts2014-12-31$143,212
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$2,816,353
Employer contributions (assets) at end of year2014-12-31$2,816,353
Employer contributions (assets) at beginning of year2014-12-31$2,696,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,325,451
Contract administrator fees2014-12-31$15,742
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$22,244,825
Total of all expenses incurred2013-12-31$6,955,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,943,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,968,697
Value of total assets at end of year2013-12-31$108,102,234
Value of total assets at beginning of year2013-12-31$92,813,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,484
Total interest from all sources2013-12-31$36,557
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,252,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,252,222
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,947,480
Participant contributions at end of year2013-12-31$1,009,306
Participant contributions at beginning of year2013-12-31$900,985
Participant contributions at end of year2013-12-31$70,043
Participant contributions at beginning of year2013-12-31$103,668
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,298,296
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,074,233
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$324,723
Other income not declared elsewhere2013-12-31$563,468
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$15,289,027
Value of net assets at end of year (total assets less liabilities)2013-12-31$108,102,234
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$92,813,207
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$89,215,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$75,325,192
Interest on participant loans2013-12-31$32,950
Interest earned on other investments2013-12-31$3,607
Value of interest in common/collective trusts at end of year2013-12-31$7,774,497
Value of interest in common/collective trusts at beginning of year2013-12-31$7,064,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$38,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$158,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,287,819
Net investment gain or loss from common/collective trusts2013-12-31$136,062
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$2,696,494
Employer contributions (assets) at end of year2013-12-31$2,696,494
Employer contributions (assets) at beginning of year2013-12-31$2,186,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,943,314
Contract administrator fees2013-12-31$12,484
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$13,862,670
Total of all expenses incurred2012-12-31$3,134,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,123,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,779,187
Value of total assets at end of year2012-12-31$92,813,207
Value of total assets at beginning of year2012-12-31$82,085,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,424
Total interest from all sources2012-12-31$37,741
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,956,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,956,645
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,908,676
Participant contributions at end of year2012-12-31$900,985
Participant contributions at beginning of year2012-12-31$904,120
Participant contributions at end of year2012-12-31$103,668
Participant contributions at beginning of year2012-12-31$105,714
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,074,233
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,562,463
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$675,472
Other income not declared elsewhere2012-12-31$470,522
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$10,727,968
Value of net assets at end of year (total assets less liabilities)2012-12-31$92,813,207
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$82,085,239
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$75,325,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$65,334,374
Interest on participant loans2012-12-31$32,592
Interest earned on other investments2012-12-31$5,149
Value of interest in common/collective trusts at end of year2012-12-31$7,064,049
Value of interest in common/collective trusts at beginning of year2012-12-31$7,054,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$158,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$153,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,453,658
Net investment gain or loss from common/collective trusts2012-12-31$164,917
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
Contributions received in cash from employer2012-12-31$2,195,039
Employer contributions (assets) at end of year2012-12-31$2,186,338
Employer contributions (assets) at beginning of year2012-12-31$1,970,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,123,278
Contract administrator fees2012-12-31$11,424
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,731,154
Total of all expenses incurred2011-12-31$3,146,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,134,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,022,531
Value of total assets at end of year2011-12-31$82,085,239
Value of total assets at beginning of year2011-12-31$80,500,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,756
Total interest from all sources2011-12-31$40,481
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,766,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,766,162
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,844,376
Participant contributions at end of year2011-12-31$904,120
Participant contributions at beginning of year2011-12-31$828,489
Participant contributions at end of year2011-12-31$105,714
Participant contributions at beginning of year2011-12-31$117,053
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,562,463
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$6,019,144
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$207,692
Other income not declared elsewhere2011-12-31$485,013
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$1,584,858
Value of net assets at end of year (total assets less liabilities)2011-12-31$82,085,239
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$80,500,381
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$65,334,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$65,255,668
Interest on participant loans2011-12-31$35,465
Interest earned on other investments2011-12-31$5,016
Value of interest in common/collective trusts at end of year2011-12-31$7,054,512
Value of interest in common/collective trusts at beginning of year2011-12-31$6,159,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$153,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$148,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,777,904
Net investment gain or loss from common/collective trusts2011-12-31$194,871
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
Contributions received in cash from employer2011-12-31$1,970,463
Employer contributions (assets) at end of year2011-12-31$1,970,463
Employer contributions (assets) at beginning of year2011-12-31$1,972,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,134,540
Contract administrator fees2011-12-31$11,756
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JH COHN LLP
Accountancy firm EIN2011-12-31221478099
2010 : SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$11,799,594
Total of all expenses incurred2010-12-31$3,372,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,362,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,966,415
Value of total assets at end of year2010-12-31$80,500,391
Value of total assets at beginning of year2010-12-31$72,073,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,371
Total interest from all sources2010-12-31$43,418
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,885,358
Participant contributions at end of year2010-12-31$828,489
Participant contributions at beginning of year2010-12-31$961,532
Participant contributions at end of year2010-12-31$117,053
Participant contributions at beginning of year2010-12-31$143,759
Assets. Other investments not covered elsewhere at end of year2010-12-31$6,019,144
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,968,204
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$108,955
Other income not declared elsewhere2010-12-31$747,216
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$8,427,319
Value of net assets at end of year (total assets less liabilities)2010-12-31$80,500,391
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$72,073,072
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$65,255,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$56,878,398
Interest on participant loans2010-12-31$38,475
Interest earned on other investments2010-12-31$4,943
Value of interest in common/collective trusts at end of year2010-12-31$6,159,348
Value of interest in common/collective trusts at beginning of year2010-12-31$7,094,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$148,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$143,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,861,023
Net investment gain or loss from common/collective trusts2010-12-31$181,522
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
Contributions received in cash from employer2010-12-31$1,972,102
Employer contributions (assets) at end of year2010-12-31$1,972,102
Employer contributions (assets) at beginning of year2010-12-31$1,883,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,362,904
Contract administrator fees2010-12-31$9,371
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31J.H. COHN LLP
Accountancy firm EIN2010-12-31221478099

Form 5500 Responses for SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

2022: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number19635010
Policy instance 1
Insurance contract or identification number19635010
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number18630017
Policy instance 2
Insurance contract or identification number18630017
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number19635010
Policy instance 1
Insurance contract or identification number19635010
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number18630017
Policy instance 2
Insurance contract or identification number18630017
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number19635010
Policy instance 1
Insurance contract or identification number19635010
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number18630017
Policy instance 2
Insurance contract or identification number18630017
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberMULTI
Policy instance 1
Insurance contract or identification numberMULTI
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number19635010
Policy instance 2
Insurance contract or identification number19635010
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number18630017
Policy instance 3
Insurance contract or identification number18630017
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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