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W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan NameW.R. BERKLEY CORPORATION PROFIT SHARING PLAN
Plan identification number 001

W.R. BERKLEY CORPORATION PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

W.R. BERKLEY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:W.R. BERKLEY CORPORATION
Employer identification number (EIN):221867895
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.R. BERKLEY CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CAROL LAPUNZINA
0012016-01-01CAROL LAPUNZINA
0012015-01-01CAROL LAPUNZINA
0012014-01-01CAROL LAPUNZINA
0012013-01-01CAROL LAPUNZINA CLEMENT PATAFIO2014-09-10
0012012-01-01CAROL LAPUNZINA2014-07-24 CAROL LAPUNZINA2014-07-21
0012011-01-01CLEMENT PATAFIO CAROL LAPUNZINA2012-10-03
0012009-01-01JOSEPH PENNACHIO CLEMENT PATAFIO2010-07-07
0012009-01-01JOSEPH PENNACHIO CLEMENT PATAFIO2010-07-28

Plan Statistics for W.R. BERKLEY CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for W.R. BERKLEY CORPORATION PROFIT SHARING PLAN

Measure Date Value
2023: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-018,773
Total number of active participants reported on line 7a of the Form 55002023-01-016,103
Number of retired or separated participants receiving benefits2023-01-0196
Number of other retired or separated participants entitled to future benefits2023-01-012,653
Total of all active and inactive participants2023-01-018,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0119
Total participants2023-01-018,871
Number of participants with account balances2023-01-018,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01278
2022: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,212
Total number of active participants reported on line 7a of the Form 55002022-01-015,905
Number of retired or separated participants receiving benefits2022-01-0191
Number of other retired or separated participants entitled to future benefits2022-01-012,757
Total of all active and inactive participants2022-01-018,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-018,773
Number of participants with account balances2022-01-018,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01307
2021: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,974
Total number of active participants reported on line 7a of the Form 55002021-01-015,488
Number of retired or separated participants receiving benefits2021-01-0189
Number of other retired or separated participants entitled to future benefits2021-01-012,615
Total of all active and inactive participants2021-01-018,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-018,212
Number of participants with account balances2021-01-018,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01337
2020: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,033
Total number of active participants reported on line 7a of the Form 55002020-01-015,496
Number of retired or separated participants receiving benefits2020-01-0146
Number of other retired or separated participants entitled to future benefits2020-01-012,409
Total of all active and inactive participants2020-01-017,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0123
Total participants2020-01-017,974
Number of participants with account balances2020-01-017,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01231
2019: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,103
Total number of active participants reported on line 7a of the Form 55002019-01-015,563
Number of retired or separated participants receiving benefits2019-01-0186
Number of other retired or separated participants entitled to future benefits2019-01-012,365
Total of all active and inactive participants2019-01-018,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-018,033
Number of participants with account balances2019-01-017,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01332
2018: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,435
Total number of active participants reported on line 7a of the Form 55002018-01-015,642
Number of retired or separated participants receiving benefits2018-01-0182
Number of other retired or separated participants entitled to future benefits2018-01-012,360
Total of all active and inactive participants2018-01-018,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-018,103
Number of participants with account balances2018-01-017,926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01394
2017: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,246
Total number of active participants reported on line 7a of the Form 55002017-01-015,896
Number of retired or separated participants receiving benefits2017-01-0194
Number of other retired or separated participants entitled to future benefits2017-01-012,425
Total of all active and inactive participants2017-01-018,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0120
Total participants2017-01-018,435
Number of participants with account balances2017-01-018,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01346
2016: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,229
Total number of active participants reported on line 7a of the Form 55002016-01-015,887
Number of retired or separated participants receiving benefits2016-01-0188
Number of other retired or separated participants entitled to future benefits2016-01-012,251
Total of all active and inactive participants2016-01-018,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-018,246
Number of participants with account balances2016-01-017,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01327
2015: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,495
Total number of active participants reported on line 7a of the Form 55002015-01-015,823
Number of retired or separated participants receiving benefits2015-01-0155
Number of other retired or separated participants entitled to future benefits2015-01-012,332
Total of all active and inactive participants2015-01-018,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0119
Total participants2015-01-018,229
Number of participants with account balances2015-01-017,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01283
2014: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,142
Total number of active participants reported on line 7a of the Form 55002014-01-015,881
Number of retired or separated participants receiving benefits2014-01-0149
Number of other retired or separated participants entitled to future benefits2014-01-011,547
Total of all active and inactive participants2014-01-017,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-017,495
Number of participants with account balances2014-01-016,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01261
2013: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,800
Total number of active participants reported on line 7a of the Form 55002013-01-015,604
Number of retired or separated participants receiving benefits2013-01-0135
Number of other retired or separated participants entitled to future benefits2013-01-011,484
Total of all active and inactive participants2013-01-017,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0119
Total participants2013-01-017,142
Number of participants with account balances2013-01-016,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01237
2012: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,361
Total number of active participants reported on line 7a of the Form 55002012-01-015,436
Number of retired or separated participants receiving benefits2012-01-0160
Number of other retired or separated participants entitled to future benefits2012-01-011,281
Total of all active and inactive participants2012-01-016,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-016,800
Number of participants with account balances2012-01-016,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01210
2011: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,440
Total number of active participants reported on line 7a of the Form 55002011-01-015,040
Number of retired or separated participants receiving benefits2011-01-0189
Number of other retired or separated participants entitled to future benefits2011-01-011,196
Total of all active and inactive participants2011-01-016,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0136
Total participants2011-01-016,361
Number of participants with account balances2011-01-016,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01214
2009: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,965
Total number of active participants reported on line 7a of the Form 55002009-01-015,013
Number of retired or separated participants receiving benefits2009-01-01100
Number of other retired or separated participants entitled to future benefits2009-01-011,148
Total of all active and inactive participants2009-01-016,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0138
Total participants2009-01-016,299
Number of participants with account balances2009-01-015,849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01146

Financial Data on W.R. BERKLEY CORPORATION PROFIT SHARING PLAN

Measure Date Value
2023 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-3,923,459
Total unrealized appreciation/depreciation of assets2023-12-31$-3,923,459
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$82,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$844,878
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$423,399,142
Total loss/gain on sale of assets2023-12-31$-3,726,572
Total of all expenses incurred2023-12-31$121,721,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$121,310,710
Expenses. Certain deemed distributions of participant loans2023-12-31$-1,583
Value of total corrective distributions2023-12-31$33,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$144,886,865
Value of total assets at end of year2023-12-31$1,930,604,666
Value of total assets at beginning of year2023-12-31$1,629,689,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$379,656
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$1,108,495
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$19,985,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$14,128,725
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$61,919,111
Participant contributions at end of year2023-12-31$17,075,274
Participant contributions at beginning of year2023-12-31$15,174,273
Participant contributions at end of year2023-12-31$100,478
Participant contributions at beginning of year2023-12-31$104,100
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$13,186,150
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$487,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$40,573
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$844,878
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$170
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
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
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$301,677,340
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,930,522,055
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,628,844,715
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
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$27,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$341,775,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$319,743,694
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$816,010
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$1,283,970,478
Value of interest in common/collective trusts at beginning of year2023-12-31$1,002,390,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$7,459,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$5,927,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$5,927,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$292,485
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$20,887,843
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$244,179,986
Net gain/loss from 103.12 investment entities2023-12-31$0
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
Assets. Invements in employer securities at end of year2023-12-31$209,954,809
Assets. Invements in employer securities at beginning of year2023-12-31$224,729,986
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$69,781,604
Employer contributions (assets) at end of year2023-12-31$69,781,604
Employer contributions (assets) at beginning of year2023-12-31$61,579,553
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$5,857,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$121,310,710
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$4,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$82,280
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$25,593,073
Aggregate carrying amount (costs) on sale of assets2023-12-31$29,319,645
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KPMG LLP
Accountancy firm EIN2023-12-31135565207
2022 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$48,881,864
Total unrealized appreciation/depreciation of assets2022-12-31$48,881,864
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$844,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$65,430
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-128,803,923
Total loss/gain on sale of assets2022-12-31$4,398,090
Total of all expenses incurred2022-12-31$112,374,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$111,873,308
Expenses. Certain deemed distributions of participant loans2022-12-31$13,464
Value of total corrective distributions2022-12-31$13,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$134,252,039
Value of total assets at end of year2022-12-31$1,629,689,593
Value of total assets at beginning of year2022-12-31$1,870,088,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$474,298
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$689,005
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,753,684
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$16,070,196
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$54,721,734
Participant contributions at end of year2022-12-31$15,174,273
Participant contributions at beginning of year2022-12-31$15,112,271
Participant contributions at end of year2022-12-31$104,100
Participant contributions at beginning of year2022-12-31$96,132
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,950,676
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$40,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,044,449
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$844,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$474,298
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-241,178,173
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,628,844,715
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,870,022,888
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$319,743,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$388,078,817
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$596,109
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,002,390,067
Value of interest in common/collective trusts at beginning of year2022-12-31$1,249,129,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,927,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$920,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$920,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$92,896
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-74,233,007
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-261,545,598
Net gain/loss from 103.12 investment entities2022-12-31$0
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$224,729,986
Assets. Invements in employer securities at beginning of year2022-12-31$161,293,502
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$61,579,629
Employer contributions (assets) at end of year2022-12-31$61,579,553
Employer contributions (assets) at beginning of year2022-12-31$53,412,716
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$2,683,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$111,873,308
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$65,428
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$29,402,764
Aggregate carrying amount (costs) on sale of assets2022-12-31$25,004,674
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG LLP
Accountancy firm EIN2022-12-31135565207
2021 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$29,541,955
Total unrealized appreciation/depreciation of assets2021-12-31$29,541,955
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$65,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$105,312
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$388,630,973
Total loss/gain on sale of assets2021-12-31$2,800,431
Total of all expenses incurred2021-12-31$138,631,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$138,349,158
Expenses. Certain deemed distributions of participant loans2021-12-31$5,569
Value of total corrective distributions2021-12-31$5,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$124,253,052
Value of total assets at end of year2021-12-31$1,870,088,318
Value of total assets at beginning of year2021-12-31$1,620,128,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$270,990
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$590,211
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$36,731,938
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$32,757,654
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$49,059,314
Participant contributions at end of year2021-12-31$15,112,271
Participant contributions at beginning of year2021-12-31$14,957,470
Participant contributions at end of year2021-12-31$96,132
Participant contributions at beginning of year2021-12-31$74,827
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,781,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,044,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$81,429
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$9
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$270,990
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,794,577
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$249,999,771
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,870,022,888
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,620,023,117
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$388,078,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$344,249,257
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$583,437
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,249,129,943
Value of interest in common/collective trusts at beginning of year2021-12-31$979,371,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$920,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$92,489,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$92,489,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,774
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,928,980
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$179,784,406
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$161,293,502
Assets. Invements in employer securities at beginning of year2021-12-31$140,669,988
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$53,412,716
Employer contributions (assets) at end of year2021-12-31$53,412,716
Employer contributions (assets) at beginning of year2021-12-31$46,440,307
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$3,974,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$138,349,158
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$65,428
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$105,303
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$26,650,810
Aggregate carrying amount (costs) on sale of assets2021-12-31$23,850,379
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-4,338,968
Total unrealized appreciation/depreciation of assets2020-12-31$-4,338,968
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$105,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$91,221
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$351,717,451
Total loss/gain on sale of assets2020-12-31$-1,726,705
Total of all expenses incurred2020-12-31$106,496,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$106,251,662
Expenses. Certain deemed distributions of participant loans2020-12-31$3,863
Value of total corrective distributions2020-12-31$6,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$104,862,817
Value of total assets at end of year2020-12-31$1,620,128,429
Value of total assets at beginning of year2020-12-31$1,374,893,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$234,177
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$964,998
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,512,076
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$16,468,130
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$45,344,132
Participant contributions at end of year2020-12-31$14,957,470
Participant contributions at beginning of year2020-12-31$16,832,548
Participant contributions at end of year2020-12-31$74,827
Participant contributions at beginning of year2020-12-31$83,200
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,078,378
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$81,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$136,044
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$234,177
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$1,794,577
Total non interest bearing cash at beginning of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$245,221,064
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,620,023,117
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,374,802,053
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$344,249,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$300,032,826
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$624,378
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$979,371,287
Value of interest in common/collective trusts at beginning of year2020-12-31$784,735,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$92,489,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$72,107,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$72,107,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$340,620
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
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$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,486,733
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$209,956,500
Net gain/loss from 103.12 investment entities2020-12-31$0
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 plan2020-12-31Yes
Assets. Invements in employer securities at end of year2020-12-31$140,669,988
Assets. Invements in employer securities at beginning of year2020-12-31$156,636,364
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$46,440,307
Employer contributions (assets) at end of year2020-12-31$46,440,307
Employer contributions (assets) at beginning of year2020-12-31$44,329,141
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$1,043,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$106,251,662
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$105,303
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$91,217
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$20,614,223
Aggregate carrying amount (costs) on sale of assets2020-12-31$22,340,928
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$42,793,188
Total unrealized appreciation/depreciation of assets2019-12-31$42,793,188
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$91,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,763,565
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$373,154,582
Total loss/gain on sale of assets2019-12-31$2,700,524
Total of all expenses incurred2019-12-31$114,370,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$113,961,111
Expenses. Certain deemed distributions of participant loans2019-12-31$30,196
Value of total corrective distributions2019-12-31$4,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$96,906,601
Value of total assets at end of year2019-12-31$1,374,893,274
Value of total assets at beginning of year2019-12-31$1,117,781,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$374,924
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$2,138,470
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$21,503,857
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$17,714,441
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$42,727,537
Participant contributions at end of year2019-12-31$16,832,548
Participant contributions at beginning of year2019-12-31$16,957,467
Participant contributions at end of year2019-12-31$83,200
Participant contributions at beginning of year2019-12-31$73,384
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,849,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$136,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$36,273
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,689,908
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$374,924
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$258,784,196
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,374,802,053
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,116,017,857
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$300,032,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$367,482,766
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$638,324
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$784,735,181
Value of interest in common/collective trusts at beginning of year2019-12-31$505,296,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$72,107,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$70,798,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$70,798,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,500,146
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$65,246,407
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$141,865,535
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Assets. Invements in employer securities at end of year2019-12-31$156,636,364
Assets. Invements in employer securities at beginning of year2019-12-31$114,833,450
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$44,329,141
Employer contributions (assets) at end of year2019-12-31$44,329,141
Employer contributions (assets) at beginning of year2019-12-31$42,303,063
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$3,789,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$113,961,111
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$91,217
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$73,657
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$13,717,140
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,016,616
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$3,170,172
Total unrealized appreciation/depreciation of assets2018-12-31$3,170,172
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,763,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$657,086
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$52,579,414
Total loss/gain on sale of assets2018-12-31$477,265
Total of all expenses incurred2018-12-31$110,279,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$109,737,326
Expenses. Certain deemed distributions of participant loans2018-12-31$27,542
Value of total corrective distributions2018-12-31$10,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$95,393,610
Value of total assets at end of year2018-12-31$1,117,781,422
Value of total assets at beginning of year2018-12-31$1,174,374,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$503,759
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$1,796,061
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$32,312,935
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$29,064,050
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$41,637,170
Participant contributions at end of year2018-12-31$16,957,467
Participant contributions at beginning of year2018-12-31$18,293,079
Participant contributions at end of year2018-12-31$73,384
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,452,406
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$36,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$503,130
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,689,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$503,759
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$6
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-57,699,886
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,116,017,857
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,173,717,743
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$367,482,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$401,772,911
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$665,088
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$505,296,619
Value of interest in common/collective trusts at beginning of year2018-12-31$535,057,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$70,798,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$61,490,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$61,490,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,130,973
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-54,335,675
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-26,234,954
Net gain/loss from 103.12 investment entities2018-12-31$0
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 plan2018-12-31Yes
Assets. Invements in employer securities at end of year2018-12-31$114,833,450
Assets. Invements in employer securities at beginning of year2018-12-31$117,897,352
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$42,304,034
Employer contributions (assets) at end of year2018-12-31$42,303,063
Employer contributions (assets) at beginning of year2018-12-31$39,360,109
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$3,248,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$109,737,326
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$73,657
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$657,086
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$17,717,185
Aggregate carrying amount (costs) on sale of assets2018-12-31$17,239,920
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$8,182,563
Total unrealized appreciation/depreciation of assets2017-12-31$8,182,563
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$657,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,182
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$263,396,314
Total loss/gain on sale of assets2017-12-31$441,180
Total of all expenses incurred2017-12-31$77,046,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$77,079,554
Expenses. Certain deemed distributions of participant loans2017-12-31$6,055
Value of total corrective distributions2017-12-31$871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$91,508,173
Value of total assets at end of year2017-12-31$1,174,374,829
Value of total assets at beginning of year2017-12-31$987,372,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-39,914
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$1,142,826
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,916,812
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$18,265,189
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$39,478,568
Participant contributions at end of year2017-12-31$18,293,079
Participant contributions at beginning of year2017-12-31$17,750,480
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$18,585
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,669,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$503,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$141,449
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$-39,914
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$6
Total non interest bearing cash at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$186,349,748
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,173,717,743
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$987,367,995
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$401,772,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$527,992,112
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$627,416
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$535,057,285
Value of interest in common/collective trusts at beginning of year2017-12-31$218,590,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$61,490,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$65,482,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$65,482,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$515,410
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$67,595,577
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$73,609,183
Net gain/loss from 103.12 investment entities2017-12-31$0
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 plan2017-12-31Yes
Assets. Invements in employer securities at end of year2017-12-31$117,897,352
Assets. Invements in employer securities at beginning of year2017-12-31$118,002,707
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$39,360,109
Employer contributions (assets) at end of year2017-12-31$39,360,109
Employer contributions (assets) at beginning of year2017-12-31$39,393,935
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$2,651,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$77,079,554
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$657,086
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,177
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$14,079,522
Aggregate carrying amount (costs) on sale of assets2017-12-31$13,638,342
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$20,810,969
Total unrealized appreciation/depreciation of assets2016-12-31$20,810,969
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,186
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$171,773,539
Total loss/gain on sale of assets2016-12-31$362,179
Total of all expenses incurred2016-12-31$81,142,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$81,098,766
Expenses. Certain deemed distributions of participant loans2016-12-31$29,179
Value of total corrective distributions2016-12-31$36,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$93,302,212
Value of total assets at end of year2016-12-31$987,372,177
Value of total assets at beginning of year2016-12-31$896,757,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$-22,159
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$927,806
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,414,227
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$19,706,376
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
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$35,991,155
Participant contributions at end of year2016-12-31$17,750,480
Participant contributions at beginning of year2016-12-31$18,328,082
Participant contributions at end of year2016-12-31$18,585
Participant contributions at beginning of year2016-12-31$11,618
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,917,122
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$141,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$677,773
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$-22,159
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$90,631,460
Value of net assets at end of year (total assets less liabilities)2016-12-31$987,367,995
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$896,736,535
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$527,992,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$679,519,371
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$596,696
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$218,590,865
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$65,482,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$58,747,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$58,747,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$331,110
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,387,293
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$31,568,853
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31Yes
Assets. Invements in employer securities at end of year2016-12-31$118,002,707
Assets. Invements in employer securities at beginning of year2016-12-31$101,958,626
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$39,393,935
Employer contributions (assets) at end of year2016-12-31$39,393,935
Employer contributions (assets) at beginning of year2016-12-31$37,514,279
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$2,707,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$81,098,766
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,177
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$21,181
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$12,025,864
Aggregate carrying amount (costs) on sale of assets2016-12-31$11,663,685
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$6,453,660
Total unrealized appreciation/depreciation of assets2015-12-31$6,453,660
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,193
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$98,764,968
Total loss/gain on sale of assets2015-12-31$48,350
Total of all expenses incurred2015-12-31$69,548,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$69,737,846
Expenses. Certain deemed distributions of participant loans2015-12-31$42,543
Value of total corrective distributions2015-12-31$4,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$81,438,498
Value of total assets at end of year2015-12-31$896,757,721
Value of total assets at beginning of year2015-12-31$867,544,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-236,334
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$644,599
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$35,786,678
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$34,890,462
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$33,800,816
Participant contributions at end of year2015-12-31$18,328,082
Participant contributions at beginning of year2015-12-31$18,011,306
Participant contributions at end of year2015-12-31$11,618
Participant contributions at beginning of year2015-12-31$810,843
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$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,123,403
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$677,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$27,157
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$-236,334
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$29,216,403
Value of net assets at end of year (total assets less liabilities)2015-12-31$896,736,535
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$867,520,132
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$679,519,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$650,467,403
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$607,744
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$58,747,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$59,242,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$59,242,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$36,855
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-25,606,817
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$101,958,626
Assets. Invements in employer securities at beginning of year2015-12-31$102,098,643
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$37,514,279
Employer contributions (assets) at end of year2015-12-31$37,514,279
Employer contributions (assets) at beginning of year2015-12-31$36,886,616
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$896,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,737,846
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$21,181
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$24,192
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$11,463,686
Aggregate carrying amount (costs) on sale of assets2015-12-31$11,415,336
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$15,318,230
Total unrealized appreciation/depreciation of assets2014-12-31$15,318,230
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,068
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$141,342,242
Total loss/gain on sale of assets2014-12-31$303,183
Total of all expenses incurred2014-12-31$65,728,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$65,642,803
Expenses. Certain deemed distributions of participant loans2014-12-31$25,976
Value of total corrective distributions2014-12-31$13,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$76,716,459
Value of total assets at end of year2014-12-31$867,544,325
Value of total assets at beginning of year2014-12-31$791,918,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,220
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$614,013
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$46,456,692
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$43,641,095
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
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$31,171,674
Participant contributions at end of year2014-12-31$18,011,306
Participant contributions at beginning of year2014-12-31$17,792,109
Participant contributions at end of year2014-12-31$810,843
Participant contributions at beginning of year2014-12-31$547,557
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,658,169
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$27,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$36,247
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$46,220
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$2
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$75,613,259
Value of net assets at end of year (total assets less liabilities)2014-12-31$867,520,132
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$791,906,873
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$650,467,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$594,789,651
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$580,774
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$59,242,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$57,094,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$57,094,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$33,239
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,933,665
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$102,098,643
Assets. Invements in employer securities at beginning of year2014-12-31$89,577,744
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$36,886,616
Employer contributions (assets) at end of year2014-12-31$36,886,616
Employer contributions (assets) at beginning of year2014-12-31$32,080,721
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$2,815,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$65,642,803
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$24,192
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$12,068
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$10,899,378
Aggregate carrying amount (costs) on sale of assets2014-12-31$10,596,195
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$11,031,459
Total unrealized appreciation/depreciation of assets2013-12-31$11,031,459
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$23,507
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$191,375,946
Total loss/gain on sale of assets2013-12-31$1,392,056
Total of all expenses incurred2013-12-31$64,418,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$64,267,674
Expenses. Certain deemed distributions of participant loans2013-12-31$34,339
Value of total corrective distributions2013-12-31$326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$72,012,440
Value of total assets at end of year2013-12-31$791,918,941
Value of total assets at beginning of year2013-12-31$664,972,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$115,745
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$614,009
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$79,195,734
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$78,336,761
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$29,258,145
Participant contributions at end of year2013-12-31$17,792,109
Participant contributions at beginning of year2013-12-31$16,469,969
Participant contributions at end of year2013-12-31$547,557
Participant contributions at beginning of year2013-12-31$276,297
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,673,574
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$36,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$224,852
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$115,745
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$2
Total non interest bearing cash at beginning of year2013-12-31$0
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$126,957,862
Value of net assets at end of year (total assets less liabilities)2013-12-31$791,906,873
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$664,949,011
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$594,789,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$481,638,067
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$557,505
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$57,094,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$53,613,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$53,613,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$56,504
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$27,130,248
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$89,577,744
Assets. Invements in employer securities at beginning of year2013-12-31$83,786,763
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$32,080,721
Employer contributions (assets) at end of year2013-12-31$32,080,721
Employer contributions (assets) at beginning of year2013-12-31$28,963,459
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$858,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$64,267,674
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$12,068
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$23,504
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$12,800,212
Aggregate carrying amount (costs) on sale of assets2013-12-31$11,408,156
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,728,042
Total unrealized appreciation/depreciation of assets2012-12-31$6,728,042
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,507
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$222,124
Total income from all sources (including contributions)2012-12-31$129,397,194
Total loss/gain on sale of assets2012-12-31$515,214
Total of all expenses incurred2012-12-31$40,758,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$40,889,679
Expenses. Certain deemed distributions of participant loans2012-12-31$14,427
Value of total corrective distributions2012-12-31$502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$62,935,012
Value of total assets at end of year2012-12-31$664,972,518
Value of total assets at beginning of year2012-12-31$576,532,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$-145,646
Total interest from all sources2012-12-31$617,208
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$17,551,769
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$14,620,237
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$26,966,754
Participant contributions at end of year2012-12-31$16,469,969
Participant contributions at beginning of year2012-12-31$15,507,320
Participant contributions at end of year2012-12-31$276,297
Participant contributions at beginning of year2012-12-31$869,871
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,004,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$224,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$101,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$214,215
Administrative expenses (other) incurred2012-12-31$-145,646
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$88,638,232
Value of net assets at end of year (total assets less liabilities)2012-12-31$664,949,011
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$576,310,779
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$481,638,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$407,123,996
Interest on participant loans2012-12-31$558,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$53,613,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$55,163,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$55,163,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$58,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$41,049,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$83,786,763
Assets. Invements in employer securities at beginning of year2012-12-31$72,426,234
Contributions received in cash from employer2012-12-31$28,963,391
Employer contributions (assets) at end of year2012-12-31$28,963,459
Employer contributions (assets) at beginning of year2012-12-31$25,340,801
Income. Dividends from common stock2012-12-31$2,931,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$40,889,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$23,504
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,909
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$5,956,686
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,441,472
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$13,954,723
Total unrealized appreciation/depreciation of assets2011-12-31$13,954,723
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$222,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$62,197,819
Total loss/gain on sale of assets2011-12-31$709,116
Total of all expenses incurred2011-12-31$34,737,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$34,659,146
Expenses. Certain deemed distributions of participant loans2011-12-31$17,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$55,720,803
Value of total assets at end of year2011-12-31$576,532,903
Value of total assets at beginning of year2011-12-31$548,850,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,204
Total interest from all sources2011-12-31$593,129
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,263,040
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$10,607,049
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$25,047,824
Participant contributions at end of year2011-12-31$15,507,320
Participant contributions at beginning of year2011-12-31$13,955,600
Participant contributions at end of year2011-12-31$869,871
Participant contributions at beginning of year2011-12-31$889,482
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,332,178
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$101,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$214,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$61,204
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$27,460,107
Value of net assets at end of year (total assets less liabilities)2011-12-31$576,310,779
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$548,850,672
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$407,123,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$396,934,276
Interest on participant loans2011-12-31$545,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$55,163,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$53,924,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$53,924,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$47,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-20,042,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$72,426,234
Assets. Invements in employer securities at beginning of year2011-12-31$57,039,981
Contributions received in cash from employer2011-12-31$25,340,801
Employer contributions (assets) at end of year2011-12-31$25,340,801
Employer contributions (assets) at beginning of year2011-12-31$26,107,164
Income. Dividends from common stock2011-12-31$655,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$34,659,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,909
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,397,073
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,687,957
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 name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$47,483,527
Total unrealized appreciation/depreciation of assets2010-12-31$47,483,527
Total income from all sources (including contributions)2010-12-31$109,511,022
Total of all expenses incurred2010-12-31$27,402,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,354,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$53,079,240
Value of total assets at end of year2010-12-31$548,850,672
Value of total assets at beginning of year2010-12-31$466,742,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,323
Total interest from all sources2010-12-31$8,948,255
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$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$23,805,893
Participant contributions at end of year2010-12-31$13,955,600
Participant contributions at beginning of year2010-12-31$12,226,530
Participant contributions at end of year2010-12-31$889,482
Participant contributions at beginning of year2010-12-31$886,828
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,166,183
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$28,512
Administrative expenses (other) incurred2010-12-31$48,323
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$82,108,024
Value of net assets at end of year (total assets less liabilities)2010-12-31$548,850,672
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$466,742,648
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$396,934,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$328,355,005
Interest on participant loans2010-12-31$575,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$53,924,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$52,438,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$52,438,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,372,446
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
Assets. Invements in employer securities at end of year2010-12-31$57,039,981
Assets. Invements in employer securities at beginning of year2010-12-31$49,072,522
Contributions received in cash from employer2010-12-31$26,107,164
Employer contributions (assets) at end of year2010-12-31$26,107,164
Employer contributions (assets) at beginning of year2010-12-31$23,735,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,354,675
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for W.R. BERKLEY CORPORATION PROFIT SHARING PLAN

2023: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: W.R. BERKLEY CORPORATION PROFIT SHARING 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: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: W.R. BERKLEY CORPORATION PROFIT SHARING 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: W.R. BERKLEY CORPORATION PROFIT SHARING 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: W.R. BERKLEY CORPORATION PROFIT SHARING 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: W.R. BERKLEY CORPORATION PROFIT SHARING 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: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: W.R. BERKLEY CORPORATION PROFIT SHARING 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: W.R. BERKLEY CORPORATION PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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