401k Plan data: MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B plan

MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 401k Plan overview

Plan Name	MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B
Plan identification number	010

MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B Benefits

401k Plan Type

Defined 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MORGAN, LEWIS & BOCKIUS LLP has sponsored the creation of one or more 401k plans.

Company Name: MORGAN, LEWIS & BOCKIUS LLP

Employer identification number (EIN): 230891050

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
010 2011-10-01 CAROL ANN VERRATTI FRANCIS X. FEE 2013-07-11
010 2009-10-01 CAROL ANN VERRATTI FRANCIS X. FEE 2011-07-15
010 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
010	2011-10-01	CAROL ANN VERRATTI	FRANCIS X. FEE	2013-07-11
010	2009-10-01	CAROL ANN VERRATTI	FRANCIS X. FEE	2011-07-15
010	2008-10-01

Plan Statistics for MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B

401k plan membership statisitcs for MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B

Measure Date Value
2011: MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 2011 401k membership
Total participants, beginning-of-year 2011-10-01 672
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 0
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 0
Number of participants with account balances 2011-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 2009 401k membership
Total participants, beginning-of-year 2009-10-01 671
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 557
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 166
Total of all active and inactive participants 2009-10-01 723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 723
Number of participants with account balances 2009-10-01 723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 2

Measure	Date	Value
2011: MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 2011 401k membership
Total participants, beginning-of-year	2011-10-01	672
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	0
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	0
Number of participants with account balances	2011-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 2009 401k membership
Total participants, beginning-of-year	2009-10-01	671
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	557
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	166
Total of all active and inactive participants	2009-10-01	723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	723
Number of participants with account balances	2009-10-01	723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	2

Financial Data on MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B

Measure	Date	Value
2012 : MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total transfer of assets from this plan	2012-09-30	$53,081,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$9,352,490
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$2,750,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$2,750,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$0
Value of total assets at end of year	2012-09-30	$0
Value of total assets at beginning of year	2012-09-30	$46,479,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$498
Total interest from all sources	2012-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-09-30	$0
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$4,500,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Administrative expenses (other) incurred	2012-09-30	$498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$6,601,654
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$46,479,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in master investment trust accounts at end of year	2012-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2012-09-30	$42,223,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Employer contributions (assets) at end of year	2012-09-30	$0
Employer contributions (assets) at beginning of year	2012-09-30	$4,256,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$2,750,338
Did the plan have assets held for investment	2012-09-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	GRANT THRONTON, LLP
Accountancy firm EIN	2012-09-30	366055558
2011 : MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$3,387,640
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$3,175,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$3,174,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$4,256,000
Value of total assets at end of year	2011-09-30	$46,479,988
Value of total assets at beginning of year	2011-09-30	$46,267,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$343
Total interest from all sources	2011-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$4,500,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Other income not declared elsewhere	2011-09-30	$1,738
Administrative expenses (other) incurred	2011-09-30	$343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$212,359
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$46,479,988
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$46,267,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in master investment trust accounts at end of year	2011-09-30	$42,223,988
Value of interest in master investment trust accounts at beginning of year	2011-09-30	$41,798,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$4,256,000
Employer contributions (assets) at end of year	2011-09-30	$4,256,000
Employer contributions (assets) at beginning of year	2011-09-30	$4,469,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$3,174,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-09-30	No
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	GRANT THORNTON, LLP
Accountancy firm EIN	2011-09-30	366055558

Form 5500 Responses for MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B

2011: MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	Yes
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN B 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	MORGAN, LEWIS & BOCKIUS LLP
Employer identification number (EIN):	230891050
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers