401k Plan data: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN plan

FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 401k Plan overview

Plan Name	FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN
Plan identification number	503

FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Long-term disability cover

401k Sponsoring company profile

FIRST TRUST PORTFOLIOS L.P. has sponsored the creation of one or more 401k plans.

Company Name: FIRST TRUST PORTFOLIOS L.P.

Employer identification number (EIN): 363768815

NAIC Classification: 523900

Additional information about FIRST TRUST PORTFOLIOS L.P.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2014-07-17

Company Identification Number: 0802028470

Legal Registered Office Address: 120 E LIBERTY DR STE 400
1999 BRYAN STREET SUITE 900
WHEATON
United States of America (USA)
60187

More information about FIRST TRUST PORTFOLIOS L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2014-01-01 PATRICIA L. COSTELLO
503 2014-01-01 PATRICIA L. COSTELLO
503 2013-01-01 PATRICIA L. COSTELLO
503 2012-01-01 PATRICIA L. COSTELLO
503 2011-01-01 PATRICIA L. COSTELLO
503 2009-01-01 PATRICIA L. COSTELLO

Plan id#	Filing Submission Date	Name of Administrator
503	2014-01-01	PATRICIA L. COSTELLO
503	2014-01-01	PATRICIA L. COSTELLO
503	2013-01-01	PATRICIA L. COSTELLO
503	2012-01-01	PATRICIA L. COSTELLO
503	2011-01-01	PATRICIA L. COSTELLO
503	2009-01-01	PATRICIA L. COSTELLO

Plan Statistics for FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN

401k plan membership statisitcs for FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN

Measure Date Value
2014: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 566
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
2013: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 532
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 566
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 566
2012: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 480
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 530
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 530
2011: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 476
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 476
2009: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 427
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 414
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 415

Measure	Date	Value
2014: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	566
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
2013: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	532
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	566
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	566
2012: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	480
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	530
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	530
2011: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	476
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	476
2009: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	427
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	414
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	415

Form 5500 Responses for FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN

2014: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	Yes
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 – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: FIRST TRUST PORTFOLIOS L.P. LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	FIRST TRUST PORTFOLIOS L.P.
Employer identification number (EIN):	363768815
NAIC Classification:	523900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2014-07-17
Company Identification Number:	0802028470
Legal Registered Office Address:	120 E LIBERTY DR STE 400 1999 BRYAN STREET SUITE 900 WHEATON United States of America (USA) 60187