401k Plan data: ONEBEACON PENSION PLAN plan

ONEBEACON PENSION PLAN 401k Plan overview

Plan Name	ONEBEACON PENSION PLAN
Plan identification number	001

ONEBEACON PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTACT SERVICES USA LLC has sponsored the creation of one or more 401k plans.

Company Name: INTACT SERVICES USA LLC

Employer identification number (EIN): 263300555

NAIC Classification: 524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONEBEACON PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JEFFREY A. HAIGHT 2023-05-02
001 2022-01-01 JEFFREY A. HAIGHT 2023-05-02
001 2021-01-01 JEFFREY A. HAIGHT 2022-10-05
001 2021-01-01 JEFFREY A. HAIGHT 2022-10-05
001 2020-01-01 JEFFREY A. HAIGHT 2021-09-08
001 2019-01-01 JEFFREY A. HAIGHT 2020-10-08
001 2018-01-01 JEFFREY A. HAIGHT 2019-05-01
001 2017-01-01 JEFFREY A. HAIGHT 2018-05-21
001 2016-01-01 LAURA J KENNEY
001 2015-01-01 LAURA J KENNEY
001 2014-01-01 LAURA J KENNEY
001 2013-01-01 LAURA J KENNEY
001 2012-01-01 LAURA J KENNEY
001 2011-01-01 LAURA J KENNEY LAURA J KENNEY 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JEFFREY A. HAIGHT	2023-05-02
001	2022-01-01	JEFFREY A. HAIGHT	2023-05-02
001	2021-01-01	JEFFREY A. HAIGHT	2022-10-05
001	2021-01-01	JEFFREY A. HAIGHT	2022-10-05
001	2020-01-01	JEFFREY A. HAIGHT	2021-09-08
001	2019-01-01	JEFFREY A. HAIGHT	2020-10-08
001	2018-01-01	JEFFREY A. HAIGHT	2019-05-01
001	2017-01-01	JEFFREY A. HAIGHT	2018-05-21
001	2016-01-01	LAURA J KENNEY
001	2015-01-01	LAURA J KENNEY
001	2014-01-01	LAURA J KENNEY
001	2013-01-01	LAURA J KENNEY
001	2012-01-01	LAURA J KENNEY
001	2011-01-01	LAURA J KENNEY		LAURA J KENNEY	2012-10-11

Plan Statistics for ONEBEACON PENSION PLAN

401k plan membership statisitcs for ONEBEACON PENSION PLAN

Measure Date Value
2016: ONEBEACON PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 741
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ONEBEACON PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 903
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 261
Number of retired or separated participants receiving benefits 2015-01-01 232
Number of other retired or separated participants entitled to future benefits 2015-01-01 234
Total of all active and inactive participants 2015-01-01 727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 14
Total participants 2015-01-01 741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ONEBEACON PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 934
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 301
Number of retired or separated participants receiving benefits 2014-01-01 195
Number of other retired or separated participants entitled to future benefits 2014-01-01 393
Total of all active and inactive participants 2014-01-01 889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 14
Total participants 2014-01-01 903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ONEBEACON PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 977
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 374
Number of retired or separated participants receiving benefits 2013-01-01 172
Number of other retired or separated participants entitled to future benefits 2013-01-01 374
Total of all active and inactive participants 2013-01-01 920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 14
Total participants 2013-01-01 934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ONEBEACON PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,063
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 418
Number of retired or separated participants receiving benefits 2012-01-01 162
Number of other retired or separated participants entitled to future benefits 2012-01-01 383
Total of all active and inactive participants 2012-01-01 963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 14
Total participants 2012-01-01 977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ONEBEACON PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,179
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 491
Number of retired or separated participants receiving benefits 2011-01-01 134
Number of other retired or separated participants entitled to future benefits 2011-01-01 424
Total of all active and inactive participants 2011-01-01 1,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 14
Total participants 2011-01-01 1,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2016: ONEBEACON PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	741
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ONEBEACON PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	903
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	261
Number of retired or separated participants receiving benefits	2015-01-01	232
Number of other retired or separated participants entitled to future benefits	2015-01-01	234
Total of all active and inactive participants	2015-01-01	727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	14
Total participants	2015-01-01	741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ONEBEACON PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	934
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	301
Number of retired or separated participants receiving benefits	2014-01-01	195
Number of other retired or separated participants entitled to future benefits	2014-01-01	393
Total of all active and inactive participants	2014-01-01	889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	14
Total participants	2014-01-01	903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ONEBEACON PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	977
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	374
Number of retired or separated participants receiving benefits	2013-01-01	172
Number of other retired or separated participants entitled to future benefits	2013-01-01	374
Total of all active and inactive participants	2013-01-01	920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	14
Total participants	2013-01-01	934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ONEBEACON PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,063
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	418
Number of retired or separated participants receiving benefits	2012-01-01	162
Number of other retired or separated participants entitled to future benefits	2012-01-01	383
Total of all active and inactive participants	2012-01-01	963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	14
Total participants	2012-01-01	977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ONEBEACON PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,179
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	491
Number of retired or separated participants receiving benefits	2011-01-01	134
Number of other retired or separated participants entitled to future benefits	2011-01-01	424
Total of all active and inactive participants	2011-01-01	1,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	14
Total participants	2011-01-01	1,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ONEBEACON PENSION PLAN

Measure	Date	Value
2016 : ONEBEACON PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$5,311,284
Total unrealized appreciation/depreciation of assets	2016-12-31	$5,311,284
Total transfer of assets from this plan	2016-12-31	$47,068,202
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$24,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$877,654
Total income from all sources (including contributions)	2016-12-31	$10,992,888
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$89,874,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$89,661,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$13,037,586
Value of total assets at beginning of year	2016-12-31	$139,841,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$213,776
Total interest from all sources	2016-12-31	$705,070
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$143,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$143,240
Administrative expenses professional fees incurred	2016-12-31	$175,079
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$188,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$480,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$749,963
Other income not declared elsewhere	2016-12-31	$4,814,767
Administrative expenses (other) incurred	2016-12-31	$24,760
Liabilities. Value of operating payables at end of year	2016-12-31	$24,450
Liabilities. Value of operating payables at beginning of year	2016-12-31	$127,691
Total non interest bearing cash at end of year	2016-12-31	$2,163
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-78,882,046
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,013,136
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$138,963,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,845,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,384,935
Interest earned on other investments	2016-12-31	$4,863
Income. Interest from US Government securities	2016-12-31	$700,207
Asset value of US Government securities at end of year	2016-12-31	$500
Asset value of US Government securities at beginning of year	2016-12-31	$137,974,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$18,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$89,661,158
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$500
Contract administrator fees	2016-12-31	$13,937
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2016-12-31	350921680
2015 : ONEBEACON PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$5,809,338
Total unrealized appreciation/depreciation of assets	2015-12-31	$5,809,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$877,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,806,309
Total income from all sources (including contributions)	2015-12-31	$8,228,396
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$14,932,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$12,002,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$139,841,038
Value of total assets at beginning of year	2015-12-31	$147,474,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,930,612
Total interest from all sources	2015-12-31	$1,722,253
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$606,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$1,058,487
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$480,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$4,261,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$749,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$1,512,752
Other income not declared elsewhere	2015-12-31	$90,237
Administrative expenses (other) incurred	2015-12-31	$51,572
Liabilities. Value of operating payables at end of year	2015-12-31	$127,691
Liabilities. Value of operating payables at beginning of year	2015-12-31	$293,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-6,704,532
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$138,963,384
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$145,667,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,285,258
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,384,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,773,766
Income. Interest from US Government securities	2015-12-31	$1,123,550
Income. Interest from corporate debt instruments	2015-12-31	$598,703
Asset value of US Government securities at end of year	2015-12-31	$137,974,961
Asset value of US Government securities at beginning of year	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Income. Dividends from common stock	2015-12-31	$606,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$12,002,316
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$500
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$37,372,156
Contract administrator fees	2015-12-31	$535,295
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$101,066,545
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2015-12-31	350921680
2014 : ONEBEACON PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$6,391,996
Total unrealized appreciation/depreciation of assets	2014-12-31	$6,391,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,806,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$363,099
Total income from all sources (including contributions)	2014-12-31	$9,198,908
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$6,157,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,128,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$147,474,225
Value of total assets at beginning of year	2014-12-31	$142,989,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,029,340
Total interest from all sources	2014-12-31	$577,884
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,155,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$828,533
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$4,261,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$915,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$1,512,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$113,492
Other income not declared elsewhere	2014-12-31	$73,917
Administrative expenses (other) incurred	2014-12-31	$44,033
Liabilities. Value of operating payables at end of year	2014-12-31	$293,557
Liabilities. Value of operating payables at beginning of year	2014-12-31	$249,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,041,470
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$145,667,916
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$142,626,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$901,253
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,773,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,796,002
Income. Interest from corporate debt instruments	2014-12-31	$577,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Income. Dividends from common stock	2014-12-31	$2,155,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,128,098
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$37,372,156
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$29,994,596
Contract administrator fees	2014-12-31	$255,521
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$101,066,545
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$103,282,949
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2014-12-31	350921680
2013 : ONEBEACON PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$22,587,646
Total unrealized appreciation/depreciation of assets	2013-12-31	$22,587,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$363,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$992,084
Total income from all sources (including contributions)	2013-12-31	$25,327,081
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$7,067,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,589,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$142,989,545
Value of total assets at beginning of year	2013-12-31	$125,358,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,477,728
Total interest from all sources	2013-12-31	$949,490
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,712,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$609,355
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$65,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$915,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,407,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$113,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$622,804
Other income not declared elsewhere	2013-12-31	$77,262
Administrative expenses (other) incurred	2013-12-31	$23,314
Liabilities. Value of operating payables at end of year	2013-12-31	$249,607
Liabilities. Value of operating payables at beginning of year	2013-12-31	$369,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$18,259,814
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$142,626,446
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$124,366,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$845,059
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,796,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$949,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$8,165,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$8,165,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$57
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Income. Dividends from common stock	2013-12-31	$1,712,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,589,539
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$29,994,596
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$36,361,919
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$103,282,949
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$79,423,038
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2013-12-31	350921680
2012 : ONEBEACON PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$9,136,204
Total unrealized appreciation/depreciation of assets	2012-12-31	$9,136,204
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$992,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$653,635
Total income from all sources (including contributions)	2012-12-31	$12,213,837
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$8,136,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,687,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$125,358,716
Value of total assets at beginning of year	2012-12-31	$120,943,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,449,252
Total interest from all sources	2012-12-31	$1,338,868
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,661,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$621,197
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$460,400
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$65,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$52,193
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,407,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$451,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$622,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$145,546
Other income not declared elsewhere	2012-12-31	$77,485
Administrative expenses (other) incurred	2012-12-31	$35,501
Liabilities. Value of operating payables at end of year	2012-12-31	$369,280
Liabilities. Value of operating payables at beginning of year	2012-12-31	$508,089
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,076,844
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$124,366,632
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$120,289,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$792,554
Income. Interest from corporate debt instruments	2012-12-31	$1,338,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$8,165,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,091,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,091,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Income. Dividends from common stock	2012-12-31	$1,661,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,635,548
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$36,361,919
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$44,750,702
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$79,423,038
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$72,188,925
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2012-12-31	350921680
2011 : ONEBEACON PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-5,976,343
Total unrealized appreciation/depreciation of assets	2011-12-31	$-5,976,343
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$653,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$393,464
Total income from all sources (including contributions)	2011-12-31	$-3,152,783
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$9,319,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,474,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$120,943,423
Value of total assets at beginning of year	2011-12-31	$133,155,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,844,246
Total interest from all sources	2011-12-31	$1,400,758
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,358,838
Administrative expenses professional fees incurred	2011-12-31	$977,002
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$460,400
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$468,996
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$65,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$7,165
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$451,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$465,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$145,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$59,260
Other income not declared elsewhere	2011-12-31	$63,964
Administrative expenses (other) incurred	2011-12-31	$48,038
Liabilities. Value of operating payables at end of year	2011-12-31	$508,089
Liabilities. Value of operating payables at beginning of year	2011-12-31	$334,204
Total non interest bearing cash at end of year	2011-12-31	$407
Total non interest bearing cash at beginning of year	2011-12-31	$3,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-12,471,892
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$120,289,788
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$132,761,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$819,206
Income. Interest from corporate debt instruments	2011-12-31	$1,400,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,091,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,013,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,013,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Income. Dividends from preferred stock	2011-12-31	$40,667
Income. Dividends from common stock	2011-12-31	$1,318,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,467,698
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$44,750,702
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$55,721,142
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$72,188,925
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$74,482,667
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2011-12-31	350921680

Form 5500 Responses for ONEBEACON PENSION PLAN

2016: ONEBEACON PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ONEBEACON PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ONEBEACON PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ONEBEACON PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ONEBEACON PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ONEBEACON PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	INTACT SERVICES USA LLC
Employer identification number (EIN):	263300555
NAIC Classification:	524150