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SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 401k Plan overview

Plan NameSCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II
Plan identification number 012

SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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

SCHIFF HARDIN LLP has sponsored the creation of one or more 401k plans.

Company Name:SCHIFF HARDIN LLP
Employer identification number (EIN):363184453
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about SCHIFF HARDIN LLP

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 248957

More information about SCHIFF HARDIN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0122021-01-01
0122020-01-01
0122019-01-01
0122018-01-01
0122017-01-01KEVIN S. COWPERTHWAITE ROBERT R. PLUTH, JR.2018-07-30
0122016-01-01KEVIN S. COWPERTHWAITE ROBERT R. PLUTH2017-08-01
0122015-01-01KEVIN S. COWPERTHWAITE ROBERT R PLUTH2016-07-29
0122014-01-01KEVIN S. COWPERTHWAITE ALLAN HORWICH2015-10-08
0122013-01-01KEVIN S. COWPERTHWAITE ALLAN HORWICH2014-07-29
0122012-01-01KEVIN COWPERTHWAITE ALLAN HORWICH2013-10-14
0122011-01-01KEVIN COWPERTHWAITE2012-07-27 ALLAN HORWICH2012-07-29

Plan Statistics for SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II

401k plan membership statisitcs for SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II

Measure Date Value
2021: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2021 401k membership
Market value of plan assets2021-12-3119,572,470
Acturial value of plan assets2021-12-3119,572,470
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3110
Fundng target for terminated vested participants2021-12-312,433,711
Active participant vested funding target2021-12-3114,594,186
Number of active participants2021-12-3164
Total funding liabilities for active participants2021-12-3114,903,029
Total participant count2021-12-3174
Total funding target for all participants2021-12-3117,336,740
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31400,463
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31400,463
Present value of excess contributions2021-12-311,370,407
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,438,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31430,017
Total employer contributions2021-12-312,381,795
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,248,850
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,227,731
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31422,018
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31422,018
Contributions allocatedtoward minimum required contributions for current year2021-12-312,248,850
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0167
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2020 401k membership
Market value of plan assets2020-12-3117,075,846
Acturial value of plan assets2020-12-3117,075,846
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-316
Fundng target for terminated vested participants2020-12-311,575,635
Active participant vested funding target2020-12-3113,808,168
Number of active participants2020-12-3162
Total funding liabilities for active participants2020-12-3114,124,335
Total participant count2020-12-3168
Total funding target for all participants2020-12-3115,699,970
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31343,185
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31343,185
Present value of excess contributions2020-12-311,227,317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,289,665
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31400,463
Total employer contributions2020-12-312,437,381
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,309,091
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,914,097
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31938,684
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31938,684
Contributions allocatedtoward minimum required contributions for current year2020-12-312,309,091
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0166
Total number of active participants reported on line 7a of the Form 55002020-01-0157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2019 401k membership
Market value of plan assets2019-12-3115,176,857
Acturial value of plan assets2019-12-3115,176,857
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-315
Fundng target for terminated vested participants2019-12-31778,499
Active participant vested funding target2019-12-3112,991,854
Number of active participants2019-12-3168
Total funding liabilities for active participants2019-12-3113,098,064
Total participant count2019-12-3173
Total funding target for all participants2019-12-3113,876,563
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31352,238
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31352,238
Present value of excess contributions2019-12-311,568,086
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,651,038
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31343,185
Total employer contributions2019-12-312,511,347
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,376,027
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,105,819
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,148,710
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,148,710
Contributions allocatedtoward minimum required contributions for current year2019-12-312,376,027
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0169
Total number of active participants reported on line 7a of the Form 55002019-01-0160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2018 401k membership
Market value of plan assets2018-12-3115,299,376
Acturial value of plan assets2018-12-3115,299,376
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-31762,924
Active participant vested funding target2018-12-3113,025,192
Number of active participants2018-12-3168
Total funding liabilities for active participants2018-12-3113,034,984
Total participant count2018-12-3172
Total funding target for all participants2018-12-3113,797,908
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31320,624
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31320,624
Present value of excess contributions2018-12-31518,309
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31546,712
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31352,238
Total employer contributions2018-12-312,770,750
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,615,240
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,196,384
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,047,154
Additional cash requirement2018-12-311,047,154
Contributions allocatedtoward minimum required contributions for current year2018-12-312,615,240
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0172
Total number of active participants reported on line 7a of the Form 55002018-01-0164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0169
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2017 401k membership
Market value of plan assets2017-12-3114,401,941
Acturial value of plan assets2017-12-3114,401,941
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-318
Fundng target for terminated vested participants2017-12-31906,928
Active participant vested funding target2017-12-3111,897,743
Number of active participants2017-12-3178
Total funding liabilities for active participants2017-12-3112,297,718
Total participant count2017-12-3186
Total funding target for all participants2017-12-3113,204,646
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31293,746
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31293,746
Present value of excess contributions2017-12-31919,617
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31971,851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31320,624
Total employer contributions2017-12-312,096,865
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,975,182
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,333,544
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,456,873
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,456,873
Contributions allocatedtoward minimum required contributions for current year2017-12-311,975,182
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0186
Total number of active participants reported on line 7a of the Form 55002017-01-0168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2016 401k membership
Market value of plan assets2016-12-3114,263,354
Acturial value of plan assets2016-12-3114,263,354
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-317
Fundng target for terminated vested participants2016-12-31470,584
Active participant vested funding target2016-12-3112,002,254
Number of active participants2016-12-3199
Total funding liabilities for active participants2016-12-3112,498,840
Total participant count2016-12-31106
Total funding target for all participants2016-12-3112,969,424
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31290,320
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31290,320
Present value of excess contributions2016-12-311,836,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,944,592
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31293,746
Total employer contributions2016-12-312,651,892
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,491,573
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,572,140
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,571,956
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,571,956
Contributions allocatedtoward minimum required contributions for current year2016-12-312,491,573
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01106
Total number of active participants reported on line 7a of the Form 55002016-01-0177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2015 401k membership
Total participants, beginning-of-year2015-01-01109
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2014 401k membership
Total participants, beginning-of-year2014-01-01114
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2013 401k membership
Total participants, beginning-of-year2013-01-01112
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2012 401k membership
Total participants, beginning-of-year2012-01-01101
Total number of active participants reported on line 7a of the Form 55002012-01-0198
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II

Measure Date Value
2021 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2021 401k financial data
Total plan liabilities at end of year2021-12-31$8,081
Total plan liabilities at beginning of year2021-12-31$10,718
Total income from all sources2021-12-31$3,362,617
Expenses. Total of all expenses incurred2021-12-31$7,635,279
Benefits paid (including direct rollovers)2021-12-31$7,603,987
Total plan assets at end of year2021-12-31$15,310,737
Total plan assets at beginning of year2021-12-31$19,586,036
Value of fidelity bond covering the plan2021-12-31$1,000,000
Other income received2021-12-31$980,822
Net income (gross income less expenses)2021-12-31$-4,272,662
Net plan assets at end of year (total assets less liabilities)2021-12-31$15,302,656
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$19,575,318
Total contributions received or receivable from employer(s)2021-12-31$2,381,795
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$31,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2020 401k financial data
Total plan liabilities at end of year2020-12-31$10,718
Total plan liabilities at beginning of year2020-12-31$9,112
Total income from all sources2020-12-31$3,614,101
Expenses. Total of all expenses incurred2020-12-31$1,120,095
Benefits paid (including direct rollovers)2020-12-31$1,080,134
Total plan assets at end of year2020-12-31$19,586,036
Total plan assets at beginning of year2020-12-31$17,090,424
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$1,176,720
Net income (gross income less expenses)2020-12-31$2,494,006
Net plan assets at end of year (total assets less liabilities)2020-12-31$19,575,318
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$17,081,312
Total contributions received or receivable from employer(s)2020-12-31$2,437,381
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$39,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2019 401k financial data
Total plan liabilities at end of year2019-12-31$9,112
Total plan liabilities at beginning of year2019-12-31$7,765
Total income from all sources2019-12-31$4,596,484
Expenses. Total of all expenses incurred2019-12-31$2,701,428
Benefits paid (including direct rollovers)2019-12-31$2,666,380
Total plan assets at end of year2019-12-31$17,090,424
Total plan assets at beginning of year2019-12-31$15,194,021
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$2,085,137
Net income (gross income less expenses)2019-12-31$1,895,056
Net plan assets at end of year (total assets less liabilities)2019-12-31$17,081,312
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$15,186,256
Total contributions received or receivable from employer(s)2019-12-31$2,511,347
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$35,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2018 401k financial data
Total plan liabilities at end of year2018-12-31$7,765
Total plan liabilities at beginning of year2018-12-31$8,260
Total income from all sources2018-12-31$2,442,974
Expenses. Total of all expenses incurred2018-12-31$2,561,277
Benefits paid (including direct rollovers)2018-12-31$2,529,939
Total plan assets at end of year2018-12-31$15,194,021
Total plan assets at beginning of year2018-12-31$15,312,819
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$-327,776
Net income (gross income less expenses)2018-12-31$-118,303
Net plan assets at end of year (total assets less liabilities)2018-12-31$15,186,256
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$15,304,559
Total contributions received or receivable from employer(s)2018-12-31$2,770,750
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$31,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2017 401k financial data
Total plan liabilities at end of year2017-12-31$8,260
Total income from all sources2017-12-31$3,335,664
Expenses. Total of all expenses incurred2017-12-31$2,451,844
Benefits paid (including direct rollovers)2017-12-31$2,391,229
Total plan assets at end of year2017-12-31$15,312,819
Total plan assets at beginning of year2017-12-31$14,420,739
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$1,238,799
Net income (gross income less expenses)2017-12-31$883,820
Net plan assets at end of year (total assets less liabilities)2017-12-31$15,304,559
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$14,420,739
Total contributions received or receivable from employer(s)2017-12-31$2,096,865
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$60,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2016 401k financial data
Total income from all sources2016-12-31$3,638,668
Expenses. Total of all expenses incurred2016-12-31$3,501,630
Benefits paid (including direct rollovers)2016-12-31$3,501,630
Total plan assets at end of year2016-12-31$14,420,739
Total plan assets at beginning of year2016-12-31$14,283,701
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$986,776
Net income (gross income less expenses)2016-12-31$137,038
Net plan assets at end of year (total assets less liabilities)2016-12-31$14,420,739
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$14,283,701
Total contributions received or receivable from employer(s)2016-12-31$2,651,892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2015 401k financial data
Total income from all sources2015-12-31$3,838,536
Expenses. Total of all expenses incurred2015-12-31$1,946,934
Benefits paid (including direct rollovers)2015-12-31$1,946,934
Total plan assets at end of year2015-12-31$14,283,701
Total plan assets at beginning of year2015-12-31$12,392,099
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$122,786
Net income (gross income less expenses)2015-12-31$1,891,602
Net plan assets at end of year (total assets less liabilities)2015-12-31$14,283,701
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$12,392,099
Total contributions received or receivable from employer(s)2015-12-31$3,715,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$3,623,658
Expenses. Total of all expenses incurred2014-12-31$892,740
Benefits paid (including direct rollovers)2014-12-31$892,740
Total plan assets at end of year2014-12-31$12,392,099
Total plan assets at beginning of year2014-12-31$9,661,181
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$703,990
Net income (gross income less expenses)2014-12-31$2,730,918
Net plan assets at end of year (total assets less liabilities)2014-12-31$12,392,099
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,661,181
Total contributions received or receivable from employer(s)2014-12-31$2,919,668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$3,789,844
Expenses. Total of all expenses incurred2013-12-31$612,090
Benefits paid (including direct rollovers)2013-12-31$612,090
Total plan assets at end of year2013-12-31$9,661,181
Total plan assets at beginning of year2013-12-31$6,483,427
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$504,944
Net income (gross income less expenses)2013-12-31$3,177,754
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,661,181
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,483,427
Total contributions received or receivable from employer(s)2013-12-31$3,284,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$3,629,188
Expenses. Total of all expenses incurred2012-12-31$432,511
Benefits paid (including direct rollovers)2012-12-31$432,500
Total plan assets at end of year2012-12-31$6,483,427
Total plan assets at beginning of year2012-12-31$3,286,750
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$216,045
Net income (gross income less expenses)2012-12-31$3,196,677
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,483,427
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,286,750
Total contributions received or receivable from employer(s)2012-12-31$3,413,143
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II

2021: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN II 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 10385-03
Policy instance 1
Insurance contract or identification numberSA 10385-03
Number of Individuals Covered67
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13085-03
Policy instance 1
Insurance contract or identification numberSA 13085-03
Number of Individuals Covered67
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13085-03
Policy instance 1
Insurance contract or identification numberSA 13085-03
Number of Individuals Covered66
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13085-03
Policy instance 1
Insurance contract or identification numberSA 13085-03
Number of Individuals Covered69
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13085-03
Policy instance 1
Insurance contract or identification numberSA 13085-03
Number of Individuals Covered72
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13085-03
Policy instance 1
Insurance contract or identification numberSA 13085-03
Number of Individuals Covered101
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13085-03
Policy instance 1
Insurance contract or identification numberSA 13085-03
Number of Individuals Covered108
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13085-03
Policy instance 1
Insurance contract or identification numberSA 13085-03
Number of Individuals Covered111
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13085
Policy instance 1
Insurance contract or identification numberSA 13085
Number of Individuals Covered102
Insurance policy start date2012-12-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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