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MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 401k Plan overview

Plan NameMORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN
Plan identification number 014

MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covering Self-Employed individuals.

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 CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0142021-10-01
0142020-10-01
0142019-10-01
0142018-10-01
0142017-10-01
0142016-10-01LISA MERCHAN
0142015-10-01
0142014-10-01CAROL ANN VERRATTI ANTHONY A. LICATA2016-07-15
0142013-10-01CAROL ANN VERRATTI ANTHONY A. LICATA2015-07-15
0142012-10-01CAROL ANN VERRATTI ANTHONY A. LICATA2014-07-15
0142011-10-01CAROL ANN VERRATTI FRANCIS X. FEE2013-07-15
0142010-10-01CAROL ANN VERRATTI FRANCIS X. FEE2012-07-16
0142009-10-01CAROL ANN VERRATTI FRANCIS X. FEE2011-07-15
0142008-10-01

Plan Statistics for MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN

401k plan membership statisitcs for MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN

Measure Date Value
2022: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-09-30479,781,937
Acturial value of plan assets2022-09-30465,354,978
Funding target for retired participants and beneficiaries receiving payment2022-09-305,918,200
Number of terminated vested participants2022-09-30544
Fundng target for terminated vested participants2022-09-3099,030,421
Active participant vested funding target2022-09-30327,692,302
Number of active participants2022-09-30998
Total funding liabilities for active participants2022-09-30329,952,130
Total participant count2022-09-301,619
Total funding target for all participants2022-09-30434,900,751
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-3027,237,782
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-3028,566,986
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-3039,421,622
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-3036,206,965
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3035,061,827
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-304,607,600
Additional cash requirement2022-09-304,607,600
Contributions allocatedtoward minimum required contributions for current year2022-09-3036,206,965
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011,615
Total number of active participants reported on line 7a of the Form 55002021-10-01959
Number of retired or separated participants receiving benefits2021-10-0178
Number of other retired or separated participants entitled to future benefits2021-10-01529
Total of all active and inactive participants2021-10-011,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-016
Total participants2021-10-011,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-30444,476,032
Acturial value of plan assets2021-09-30449,075,937
Funding target for retired participants and beneficiaries receiving payment2021-09-305,870,242
Number of terminated vested participants2021-09-30556
Fundng target for terminated vested participants2021-09-3094,892,902
Active participant vested funding target2021-09-30317,294,367
Number of active participants2021-09-301,080
Total funding liabilities for active participants2021-09-30322,240,793
Total participant count2021-09-301,707
Total funding target for all participants2021-09-30423,003,937
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-3029,920,220
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-3031,428,199
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-3038,632,390
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-3035,691,997
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3034,526,215
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-308,454,215
Additional cash requirement2021-09-308,454,215
Contributions allocatedtoward minimum required contributions for current year2021-09-3035,691,997
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,702
Total number of active participants reported on line 7a of the Form 55002020-10-01998
Number of retired or separated participants receiving benefits2020-10-0176
Number of other retired or separated participants entitled to future benefits2020-10-01537
Total of all active and inactive participants2020-10-011,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-014
Total participants2020-10-011,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-30437,191,206
Acturial value of plan assets2020-09-30442,138,194
Funding target for retired participants and beneficiaries receiving payment2020-09-305,601,356
Number of terminated vested participants2020-09-30517
Fundng target for terminated vested participants2020-09-3092,991,773
Active participant vested funding target2020-09-30312,700,238
Number of active participants2020-09-301,189
Total funding liabilities for active participants2020-09-30316,239,717
Total participant count2020-09-301,771
Total funding target for all participants2020-09-30414,832,846
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-3031,893,826
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-3033,549,116
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-3042,422,119
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-3039,186,342
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3036,571,470
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-309,266,122
Additional cash requirement2020-09-309,266,122
Contributions allocatedtoward minimum required contributions for current year2020-09-3039,186,342
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,768
Total number of active participants reported on line 7a of the Form 55002019-10-011,080
Number of retired or separated participants receiving benefits2019-10-0170
Number of other retired or separated participants entitled to future benefits2019-10-01545
Total of all active and inactive participants2019-10-011,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-017
Total participants2019-10-011,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-011
Market value of plan assets2019-09-30424,903,566
Acturial value of plan assets2019-09-30428,794,591
Funding target for retired participants and beneficiaries receiving payment2019-09-304,651,355
Number of terminated vested participants2019-09-30525
Fundng target for terminated vested participants2019-09-3083,029,993
Active participant vested funding target2019-09-30305,862,605
Number of active participants2019-09-301,226
Total funding liabilities for active participants2019-09-30308,212,929
Total participant count2019-09-301,806
Total funding target for all participants2019-09-30395,894,277
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-3035,512,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3037,434,087
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-3036,157,953
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-3033,223,720
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3034,230,208
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-301,329,894
Additional cash requirement2019-09-301,329,894
Contributions allocatedtoward minimum required contributions for current year2019-09-3033,223,720
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011,803
Total number of active participants reported on line 7a of the Form 55002018-10-011,189
Number of retired or separated participants receiving benefits2018-10-0164
Number of other retired or separated participants entitled to future benefits2018-10-01512
Total of all active and inactive participants2018-10-011,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-013
Total participants2018-10-011,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-30389,352,030
Acturial value of plan assets2018-09-30389,766,318
Funding target for retired participants and beneficiaries receiving payment2018-09-303,910,688
Number of terminated vested participants2018-09-30446
Fundng target for terminated vested participants2018-09-3063,732,641
Active participant vested funding target2018-09-30284,897,562
Number of active participants2018-09-301,352
Total funding liabilities for active participants2018-09-30286,823,893
Total participant count2018-09-301,846
Total funding target for all participants2018-09-30354,467,222
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-3033,036,091
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3034,902,630
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-3039,712,584
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-3036,326,688
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3036,112,942
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30813,846
Additional cash requirement2018-09-30813,846
Contributions allocatedtoward minimum required contributions for current year2018-09-3036,326,688
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011,845
Total number of active participants reported on line 7a of the Form 55002017-10-011,226
Number of retired or separated participants receiving benefits2017-10-0154
Number of other retired or separated participants entitled to future benefits2017-10-01520
Total of all active and inactive participants2017-10-011,800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-013
Total participants2017-10-011,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-30361,823,815
Acturial value of plan assets2017-09-30368,070,513
Funding target for retired participants and beneficiaries receiving payment2017-09-302,464,688
Number of terminated vested participants2017-09-30414
Fundng target for terminated vested participants2017-09-3063,309,075
Active participant vested funding target2017-09-30257,710,844
Number of active participants2017-09-301,440
Total funding liabilities for active participants2017-09-30282,983,416
Total participant count2017-09-301,896
Total funding target for all participants2017-09-30348,757,179
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-3021,930,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3023,217,775
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-3058,000,937
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-3053,418,756
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3039,695,999
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-3020,382,665
Additional cash requirement2017-09-3020,382,665
Contributions allocatedtoward minimum required contributions for current year2017-09-3053,418,756
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011,894
Total number of active participants reported on line 7a of the Form 55002016-10-011,352
Number of retired or separated participants receiving benefits2016-10-0147
Number of other retired or separated participants entitled to future benefits2016-10-01442
Total of all active and inactive participants2016-10-011,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-014
Total participants2016-10-011,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012
2015: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011,964
Total number of active participants reported on line 7a of the Form 55002015-10-011,440
Number of retired or separated participants receiving benefits2015-10-0141
Number of other retired or separated participants entitled to future benefits2015-10-01411
Total of all active and inactive participants2015-10-011,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-012
Total participants2015-10-011,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-015
2014: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011,895
Total number of active participants reported on line 7a of the Form 55002014-10-011,468
Number of retired or separated participants receiving benefits2014-10-0131
Number of other retired or separated participants entitled to future benefits2014-10-01405
Total of all active and inactive participants2014-10-011,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-012
Total participants2014-10-011,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-013
2013: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-012,007
Total number of active participants reported on line 7a of the Form 55002013-10-011,468
Number of retired or separated participants receiving benefits2013-10-0129
Number of other retired or separated participants entitled to future benefits2013-10-01394
Total of all active and inactive participants2013-10-011,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-011,892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-012,112
Total number of active participants reported on line 7a of the Form 55002012-10-011,606
Number of retired or separated participants receiving benefits2012-10-0123
Number of other retired or separated participants entitled to future benefits2012-10-01374
Total of all active and inactive participants2012-10-012,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-012,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0129
2011: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-011,168
Total number of active participants reported on line 7a of the Form 55002011-10-011,726
Number of retired or separated participants receiving benefits2011-10-0119
Number of other retired or separated participants entitled to future benefits2011-10-01366
Total of all active and inactive participants2011-10-012,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-012,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0126
2010: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-011,117
Total number of active participants reported on line 7a of the Form 55002010-10-01972
Number of retired or separated participants receiving benefits2010-10-019
Number of other retired or separated participants entitled to future benefits2010-10-01185
Total of all active and inactive participants2010-10-011,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-011
Total participants2010-10-011,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0117
2009: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-011,125
Total number of active participants reported on line 7a of the Form 55002009-10-01934
Number of retired or separated participants receiving benefits2009-10-017
Number of other retired or separated participants entitled to future benefits2009-10-01176
Total of all active and inactive participants2009-10-011,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-011
Total participants2009-10-011,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0121

Financial Data on MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN

Measure Date Value
2022 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$2,479,231
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$50,250,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$50,250,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$39,421,622
Value of total assets at end of year2022-09-30$433,238,439
Value of total assets at beginning of year2022-09-30$481,009,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$0
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-47,771,344
Value of net assets at end of year (total assets less liabilities)2022-09-30$433,238,439
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$481,009,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in master investment trust accounts at end of year2022-09-30$393,816,817
Value of interest in master investment trust accounts at beginning of year2022-09-30$442,377,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$39,421,622
Employer contributions (assets) at end of year2022-09-30$39,421,622
Employer contributions (assets) at beginning of year2022-09-30$38,632,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$50,250,575
Did the plan have assets held for investment2022-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30GRANT THORNTON LLP
Accountancy firm EIN2022-09-30366055558
2021 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$80,116,476
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$44,843,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$44,843,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$38,632,390
Value of total assets at end of year2021-09-30$481,009,783
Value of total assets at beginning of year2021-09-30$445,736,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$0
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$35,272,966
Value of net assets at end of year (total assets less liabilities)2021-09-30$481,009,783
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$445,736,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in master investment trust accounts at end of year2021-09-30$442,377,393
Value of interest in master investment trust accounts at beginning of year2021-09-30$403,314,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$38,632,390
Employer contributions (assets) at end of year2021-09-30$38,632,390
Employer contributions (assets) at beginning of year2021-09-30$42,422,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$44,843,510
Did the plan have assets held for investment2021-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30GRANT THORNTON LLP
Accountancy firm EIN2021-09-30366055558
2020 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$56,019,040
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$48,683,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$48,683,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$42,422,119
Value of total assets at end of year2020-09-30$445,736,817
Value of total assets at beginning of year2020-09-30$438,401,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$0
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$7,335,690
Value of net assets at end of year (total assets less liabilities)2020-09-30$445,736,817
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$438,401,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in master investment trust accounts at end of year2020-09-30$403,314,698
Value of interest in master investment trust accounts at beginning of year2020-09-30$402,243,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$42,422,119
Employer contributions (assets) at end of year2020-09-30$42,422,119
Employer contributions (assets) at beginning of year2020-09-30$36,157,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$48,683,350
Did the plan have assets held for investment2020-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30GRANT THORNTON LLP
Accountancy firm EIN2020-09-30366055558
2019 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$50,162,609
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$38,085,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$38,085,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$36,157,953
Value of total assets at end of year2019-09-30$438,401,127
Value of total assets at beginning of year2019-09-30$426,324,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$0
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$12,076,940
Value of net assets at end of year (total assets less liabilities)2019-09-30$438,401,127
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$426,324,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in master investment trust accounts at end of year2019-09-30$402,243,174
Value of interest in master investment trust accounts at beginning of year2019-09-30$386,611,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$36,157,953
Employer contributions (assets) at end of year2019-09-30$36,157,953
Employer contributions (assets) at beginning of year2019-09-30$39,712,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$38,085,669
Did the plan have assets held for investment2019-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30GRANT THORNTON LLP
Accountancy firm EIN2019-09-30366055558
2018 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$91,240,325
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$15,832,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$15,832,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$79,712,584
Value of total assets at end of year2018-09-30$426,324,187
Value of total assets at beginning of year2018-09-30$350,916,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$0
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$75,408,138
Value of net assets at end of year (total assets less liabilities)2018-09-30$426,324,187
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$350,916,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in master investment trust accounts at end of year2018-09-30$386,611,603
Value of interest in master investment trust accounts at beginning of year2018-09-30$332,915,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$79,712,584
Employer contributions (assets) at end of year2018-09-30$39,712,584
Employer contributions (assets) at beginning of year2018-09-30$18,000,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$15,832,187
Did the plan have assets held for investment2018-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30GRANT THORNTON LLP
Accountancy firm EIN2018-09-30366055558
2017 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$58,825,288
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$46,404,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$46,404,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$42,300,937
Value of total assets at end of year2017-09-30$350,916,049
Value of total assets at beginning of year2017-09-30$338,494,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$0
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$12,421,125
Value of net assets at end of year (total assets less liabilities)2017-09-30$350,916,049
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$338,494,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in master investment trust accounts at end of year2017-09-30$332,915,112
Value of interest in master investment trust accounts at beginning of year2017-09-30$331,152,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$42,300,937
Employer contributions (assets) at end of year2017-09-30$18,000,937
Employer contributions (assets) at beginning of year2017-09-30$7,342,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$46,404,163
Did the plan have assets held for investment2017-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30GRANT THORNTON LLP
Accountancy firm EIN2017-09-30366055558
2016 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$61,425,512
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$38,233,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$38,233,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$47,542,752
Value of total assets at end of year2016-09-30$338,494,924
Value of total assets at beginning of year2016-09-30$315,303,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$0
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$557,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$23,191,816
Value of net assets at end of year (total assets less liabilities)2016-09-30$338,494,924
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$315,303,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in master investment trust accounts at end of year2016-09-30$331,152,172
Value of interest in master investment trust accounts at beginning of year2016-09-30$284,564,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$47,542,752
Employer contributions (assets) at end of year2016-09-30$7,342,752
Employer contributions (assets) at beginning of year2016-09-30$30,180,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$38,233,696
Did the plan have assets held for investment2016-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30GRANT THORNTON LLP
Accountancy firm EIN2016-09-30366055558
2015 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$45,688,790
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$41,122,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$41,122,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$47,180,949
Value of total assets at end of year2015-09-30$315,303,108
Value of total assets at beginning of year2015-09-30$310,736,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$0
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$557,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$4,566,615
Value of net assets at end of year (total assets less liabilities)2015-09-30$315,303,108
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$310,736,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in master investment trust accounts at end of year2015-09-30$284,564,805
Value of interest in master investment trust accounts at beginning of year2015-09-30$309,939,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$47,180,949
Employer contributions (assets) at end of year2015-09-30$30,180,949
Employer contributions (assets) at beginning of year2015-09-30$797,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$41,122,175
Did the plan have assets held for investment2015-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30GRANT THORNTON LLP
Accountancy firm EIN2015-09-30366055558
2014 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$47,896,217
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$15,859,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$15,859,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$36,547,448
Value of total assets at end of year2014-09-30$310,736,493
Value of total assets at beginning of year2014-09-30$278,699,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$0
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$32,036,727
Value of net assets at end of year (total assets less liabilities)2014-09-30$310,736,493
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$278,699,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in master investment trust accounts at end of year2014-09-30$309,939,045
Value of interest in master investment trust accounts at beginning of year2014-09-30$242,401,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$36,547,448
Employer contributions (assets) at end of year2014-09-30$797,448
Employer contributions (assets) at beginning of year2014-09-30$36,298,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$15,859,490
Did the plan have assets held for investment2014-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30GRANT THORNTON LLP
Accountancy firm EIN2014-09-30366055558
2013 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$44,215,760
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$13,784,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$13,784,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$37,392,681
Value of total assets at end of year2013-09-30$278,699,766
Value of total assets at beginning of year2013-09-30$248,268,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$0
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$11,043,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$30,431,000
Value of net assets at end of year (total assets less liabilities)2013-09-30$278,699,766
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$248,268,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in master investment trust accounts at end of year2013-09-30$242,401,427
Value of interest in master investment trust accounts at beginning of year2013-09-30$231,544,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$37,392,681
Employer contributions (assets) at end of year2013-09-30$36,298,339
Employer contributions (assets) at beginning of year2013-09-30$5,681,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$13,784,760
Did the plan have assets held for investment2013-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30GRANT THORNTON LLP
Accountancy firm EIN2013-09-30366055558
2012 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$162,842,761
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$20,781,005
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$2,618,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$2,618,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$14,731,091
Value of total assets at end of year2012-09-30$248,268,766
Value of total assets at beginning of year2012-09-30$67,263,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$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 year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$11,043,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$18,162,706
Value of net assets at end of year (total assets less liabilities)2012-09-30$248,268,766
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$67,263,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in master investment trust accounts at end of year2012-09-30$231,544,166
Value of interest in master investment trust accounts at beginning of year2012-09-30$56,933,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$14,731,091
Employer contributions (assets) at end of year2012-09-30$5,681,091
Employer contributions (assets) at beginning of year2012-09-30$10,329,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$2,618,299
Did the plan have assets held for investment2012-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30GRANT THORNTON LLP
Accountancy firm EIN2012-09-30366055558
2011 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$105,981
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$15,195,562
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$1,422,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,422,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$14,307,076
Value of total assets at end of year2011-09-30$67,263,299
Value of total assets at beginning of year2011-09-30$53,384,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total interest from all sources2011-09-30$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 year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$87,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$13,773,254
Value of net assets at end of year (total assets less liabilities)2011-09-30$67,263,299
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$53,384,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in master investment trust accounts at end of year2011-09-30$56,933,710
Value of interest in master investment trust accounts at beginning of year2011-09-30$52,164,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$14,307,076
Employer contributions (assets) at end of year2011-09-30$10,329,589
Employer contributions (assets) at beginning of year2011-09-30$1,132,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,422,308
Did the plan have assets held for investment2011-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30GRANT THORNTON LLP
Accountancy firm EIN2011-09-30366055558
2010 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN

2021: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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