401k Plan data: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN plan

JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 401k Plan overview

Plan Name	JLT (USA) 401(K) INCENTIVE SAVINGS PLAN
Plan identification number	002

JLT (USA) 401(K) INCENTIVE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JLT HOLDINGS INC. has sponsored the creation of one or more 401k plans.

Company Name: JLT HOLDINGS INC.

Employer identification number (EIN): 510262425

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about JLT HOLDINGS INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-04-15

Company Identification Number: 0802437771

Legal Registered Office Address: 121 RIVER ST C/O MARSH USA

HOBOKEN
United States of America (USA)
07030

More information about JLT HOLDINGS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JLT (USA) 401(K) INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01 ALICIA MILLIGAN
002 2016-01-01 ALICIA MILLIGAN
002 2015-01-01 SUSAN E CORNEY
002 2014-01-01 RENEE LEX
002 2013-01-01 LAURA TOURT
002 2012-01-01 LAURA TOURT
002 2011-01-01 LAURA TOURT
002 2010-01-01 LAURA TOURT
002 2009-01-01 LAURA TOURT

Plan Statistics for JLT (USA) 401(K) INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for JLT (USA) 401(K) INCENTIVE SAVINGS PLAN

Measure Date Value
2018: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 914
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 686
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 277
Total of all active and inactive participants 2018-01-01 963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 963
Number of participants with account balances 2018-01-01 953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 71
2017: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 776
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 632
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 238
Total of all active and inactive participants 2017-01-01 870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 870
Number of participants with account balances 2017-01-01 861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 59
2016: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 644
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 507
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 230
Total of all active and inactive participants 2016-01-01 737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 738
Number of participants with account balances 2016-01-01 721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 42
2015: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 641
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 415
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 204
Total of all active and inactive participants 2015-01-01 619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 622
Number of participants with account balances 2015-01-01 619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 34
2014: JLT (USA) 401(K) INCENTIVE SAVINGS 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 2014-01-01 363
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 217
Total of all active and inactive participants 2014-01-01 580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 582
Number of participants with account balances 2014-01-01 555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 33
2013: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 349
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 205
Total of all active and inactive participants 2013-01-01 554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 556
Number of participants with account balances 2013-01-01 447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 116
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 218
Total of all active and inactive participants 2012-01-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 336
Number of participants with account balances 2012-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 108
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 225
Total of all active and inactive participants 2011-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 336
Number of participants with account balances 2011-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 15
2010: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 450
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 108
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 249
Total of all active and inactive participants 2010-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 3
Total participants 2010-01-01 360
Number of participants with account balances 2010-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 8
2009: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 457
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 94
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 276
Total of all active and inactive participants 2009-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 373
Number of participants with account balances 2009-01-01 373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2018: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	914
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	686
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	277
Total of all active and inactive participants	2018-01-01	963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	963
Number of participants with account balances	2018-01-01	953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	71
2017: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	776
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	632
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	238
Total of all active and inactive participants	2017-01-01	870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	870
Number of participants with account balances	2017-01-01	861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	59
2016: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	644
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	507
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	230
Total of all active and inactive participants	2016-01-01	737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	738
Number of participants with account balances	2016-01-01	721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	42
2015: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	641
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	415
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	204
Total of all active and inactive participants	2015-01-01	619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	622
Number of participants with account balances	2015-01-01	619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	34
2014: JLT (USA) 401(K) INCENTIVE SAVINGS 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	363
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	217
Total of all active and inactive participants	2014-01-01	580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	582
Number of participants with account balances	2014-01-01	555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	33
2013: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	349
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	205
Total of all active and inactive participants	2013-01-01	554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	556
Number of participants with account balances	2013-01-01	447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	116
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	218
Total of all active and inactive participants	2012-01-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	336
Number of participants with account balances	2012-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	108
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	225
Total of all active and inactive participants	2011-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	336
Number of participants with account balances	2011-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	15
2010: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	450
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	108
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	249
Total of all active and inactive participants	2010-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	3
Total participants	2010-01-01	360
Number of participants with account balances	2010-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	8
2009: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	457
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	94
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	276
Total of all active and inactive participants	2009-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	373
Number of participants with account balances	2009-01-01	373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on JLT (USA) 401(K) INCENTIVE SAVINGS PLAN

Measure	Date	Value
2018 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$9,371,449
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,417,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,329,793
Value of total corrective distributions	2018-12-31	$5,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,812,897
Value of total assets at end of year	2018-12-31	$72,151,004
Value of total assets at beginning of year	2018-12-31	$68,196,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$81,507
Total interest from all sources	2018-12-31	$192,627
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,003,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,003,298
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$7,624,273
Participant contributions at end of year	2018-12-31	$1,416,870
Participant contributions at beginning of year	2018-12-31	$1,132,888
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,136,458
Other income not declared elsewhere	2018-12-31	$156,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$3,954,300
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$72,151,004
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$68,196,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$65,169,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$60,173,317
Interest on participant loans	2018-12-31	$68,054
Interest earned on other investments	2018-12-31	$124,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,217,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,570,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,794,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$4,052,166
Employer contributions (assets) at end of year	2018-12-31	$346,305
Employer contributions (assets) at beginning of year	2018-12-31	$319,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,329,793
Contract administrator fees	2018-12-31	$81,507
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	NAVOLIO & TALLMAN LLP
Accountancy firm EIN	2018-12-31	261367143
2017 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$26,072,941
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,773,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,718,111
Value of total corrective distributions	2017-12-31	$1,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$16,848,467
Value of total assets at end of year	2017-12-31	$68,196,704
Value of total assets at beginning of year	2017-12-31	$48,896,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$53,701
Total interest from all sources	2017-12-31	$180,907
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$782,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$782,189
Administrative expenses professional fees incurred	2017-12-31	$13,750
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$6,386,463
Participant contributions at end of year	2017-12-31	$1,132,888
Participant contributions at beginning of year	2017-12-31	$939,961
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$101,852
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,990,523
Other income not declared elsewhere	2017-12-31	$105,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$19,299,744
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$68,196,704
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$48,896,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$60,173,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$42,020,724
Interest on participant loans	2017-12-31	$47,336
Interest earned on other investments	2017-12-31	$133,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,570,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,514,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$8,155,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,471,481
Employer contributions (assets) at end of year	2017-12-31	$319,966
Employer contributions (assets) at beginning of year	2017-12-31	$319,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,718,111
Contract administrator fees	2017-12-31	$39,951
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	NAVOLIO & TALLMAN LLP
Accountancy firm EIN	2017-12-31	261367143
2016 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$14,299,221
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,164,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,051,352
Value of total corrective distributions	2016-12-31	$1,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,859,890
Value of total assets at end of year	2016-12-31	$48,896,960
Value of total assets at beginning of year	2016-12-31	$38,761,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$111,820
Total interest from all sources	2016-12-31	$147,903
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$566,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$566,590
Administrative expenses professional fees incurred	2016-12-31	$25,860
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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
Contributions received from participants	2016-12-31	$5,150,180
Participant contributions at end of year	2016-12-31	$939,961
Participant contributions at beginning of year	2016-12-31	$749,154
Participant contributions at end of year	2016-12-31	$101,852
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,892,113
Other income not declared elsewhere	2016-12-31	$63,422
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	$10,135,013
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$48,896,960
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$38,761,947
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	$42,020,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$32,770,640
Interest on participant loans	2016-12-31	$31,727
Interest earned on other investments	2016-12-31	$116,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,514,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,065,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,661,416
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
Contributions received in cash from employer	2016-12-31	$2,817,597
Employer contributions (assets) at end of year	2016-12-31	$319,634
Employer contributions (assets) at beginning of year	2016-12-31	$176,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,051,352
Contract administrator fees	2016-12-31	$85,960
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	NAVOLIO & TALLMAN LLP
Accountancy firm EIN	2016-12-31	261367143
2015 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$9,167,677
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,572,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,553,744
Value of total corrective distributions	2015-12-31	$563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$9,234,982
Value of total assets at end of year	2015-12-31	$38,761,947
Value of total assets at beginning of year	2015-12-31	$33,166,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,360
Total interest from all sources	2015-12-31	$145,959
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$449,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$449,593
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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
Contributions received from participants	2015-12-31	$4,351,698
Participant contributions at end of year	2015-12-31	$749,154
Participant contributions at beginning of year	2015-12-31	$733,092
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,559,990
Other income not declared elsewhere	2015-12-31	$55,083
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	$5,595,010
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$38,761,947
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$33,166,937
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$32,770,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$27,625,814
Interest on participant loans	2015-12-31	$29,871
Interest earned on other investments	2015-12-31	$116,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,065,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,745,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-717,940
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
Contributions received in cash from employer	2015-12-31	$2,323,294
Employer contributions (assets) at end of year	2015-12-31	$176,849
Employer contributions (assets) at beginning of year	2015-12-31	$62,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,553,744
Contract administrator fees	2015-12-31	$18,360
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	BENSON & NEFF
Accountancy firm EIN	2015-12-31	942973071
2014 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$196,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,362,931
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,015,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,940,684
Expenses. Certain deemed distributions of participant loans	2014-12-31	$4,138
Value of total corrective distributions	2014-12-31	$8,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,318,051
Value of total assets at end of year	2014-12-31	$33,166,937
Value of total assets at beginning of year	2014-12-31	$30,016,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$62,485
Total interest from all sources	2014-12-31	$135,224
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$368,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$368,749
Administrative expenses professional fees incurred	2014-12-31	$11,076
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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
Contributions received from participants	2014-12-31	$3,213,980
Participant contributions at end of year	2014-12-31	$733,092
Participant contributions at beginning of year	2014-12-31	$828,261
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$371,555
Other income not declared elsewhere	2014-12-31	$42,733
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	$3,347,220
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$33,166,937
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$30,016,562
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$27,625,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$24,833,112
Interest on participant loans	2014-12-31	$32,005
Interest earned on other investments	2014-12-31	$103,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,745,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,344,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,498,174
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,732,516
Employer contributions (assets) at end of year	2014-12-31	$62,776
Employer contributions (assets) at beginning of year	2014-12-31	$10,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,940,684
Contract administrator fees	2014-12-31	$51,409
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	BENSON & NEFF
Accountancy firm EIN	2014-12-31	942973071
2013 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$5,422,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,733,324
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,045,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,009,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,907,231
Value of total assets at end of year	2013-12-31	$30,016,562
Value of total assets at beginning of year	2013-12-31	$20,907,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$36,125
Total interest from all sources	2013-12-31	$16,970
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$269,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$269,177
Administrative expenses professional fees incurred	2013-12-31	$11,075
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Contributions received from participants	2013-12-31	$1,154,694
Participant contributions at end of year	2013-12-31	$828,261
Participant contributions at beginning of year	2013-12-31	$296,537
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$145,393
Other income not declared elsewhere	2013-12-31	$102,333
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	$3,687,326
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$30,016,562
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,907,227
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$24,833,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,719,491
Interest on participant loans	2013-12-31	$16,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,344,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,871,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,437,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$607,144
Employer contributions (assets) at end of year	2013-12-31	$10,217
Employer contributions (assets) at beginning of year	2013-12-31	$20,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,009,873
Contract administrator fees	2013-12-31	$25,050
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	BENSON & NEFF
Accountancy firm EIN	2013-12-31	942973071
2012 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,574,606
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,318,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,293,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,486,974
Value of total assets at end of year	2012-12-31	$20,907,227
Value of total assets at beginning of year	2012-12-31	$18,651,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$25,186
Total interest from all sources	2012-12-31	$13,001
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$247,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$247,771
Administrative expenses professional fees incurred	2012-12-31	$10,555
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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
Contributions received from participants	2012-12-31	$950,232
Participant contributions at end of year	2012-12-31	$296,537
Participant contributions at beginning of year	2012-12-31	$282,441
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$325
Other income not declared elsewhere	2012-12-31	$115,586
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	$2,255,924
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,907,227
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$18,651,303
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	$1,099
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,719,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,523,700
Interest on participant loans	2012-12-31	$13,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,871,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,845,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,711,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$536,417
Employer contributions (assets) at end of year	2012-12-31	$20,146
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,293,496
Contract administrator fees	2012-12-31	$13,532
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	BENSON & NEFF
Accountancy firm EIN	2012-12-31	942973071
2011 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,212,351
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,731,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,711,541
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,369,130
Value of total assets at end of year	2011-12-31	$18,651,303
Value of total assets at beginning of year	2011-12-31	$19,170,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,109
Total interest from all sources	2011-12-31	$12,352
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$213,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$213,463
Administrative expenses professional fees incurred	2011-12-31	$10,607
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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
Contributions received from participants	2011-12-31	$887,385
Participant contributions at end of year	2011-12-31	$282,441
Participant contributions at beginning of year	2011-12-31	$249,903
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$95,218
Other income not declared elsewhere	2011-12-31	$126,110
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	$-519,299
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$18,651,303
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,170,602
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	$1,680
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,523,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,817,320
Interest on participant loans	2011-12-31	$12,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,845,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,103,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-508,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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
Contributions received in cash from employer	2011-12-31	$386,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,711,541
Contract administrator fees	2011-12-31	$7,822
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	BENSON & NEFF
Accountancy firm EIN	2011-12-31	942973071
2010 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,948,615
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,625,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,588,752
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,205,414
Value of total assets at end of year	2010-12-31	$19,170,602
Value of total assets at beginning of year	2010-12-31	$17,847,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$36,976
Total interest from all sources	2010-12-31	$13,160
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$181,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$181,079
Administrative expenses professional fees incurred	2010-12-31	$20,158
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$787,931
Participant contributions at end of year	2010-12-31	$249,903
Participant contributions at beginning of year	2010-12-31	$254,057
Participant contributions at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$8,068
Other income not declared elsewhere	2010-12-31	$132,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,322,887
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,170,602
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,847,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$1,771
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,817,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,418,416
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,038,172
Interest on participant loans	2010-12-31	$13,160
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,103,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,137,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,416,764
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$409,415
Employer contributions (assets) at end of year	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,588,752
Contract administrator fees	2010-12-31	$15,047
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BENSON & NEFF CPA
Accountancy firm EIN	2010-12-31	942973071
2009 : JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JLT (USA) 401(K) INCENTIVE SAVINGS PLAN

2018: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JLT (USA) 401(K) INCENTIVE SAVINGS 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JLT (USA) 401(K) INCENTIVE SAVINGS 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JLT (USA) 401(K) INCENTIVE SAVINGS 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JLT (USA) 401(K) INCENTIVE SAVINGS 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 funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JLT (USA) 401(K) INCENTIVE SAVINGS 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JLT (USA) 401(K) INCENTIVE SAVINGS 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JLT (USA) 401(K) INCENTIVE SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28004

Policy instance

Insurance contract or identification number	GA28004
Number of Individuals Covered	953
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28004

Policy instance

Insurance contract or identification number	GA28004
Number of Individuals Covered	861
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28004

Policy instance

Insurance contract or identification number	GA28004
Number of Individuals Covered	619
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28004

Policy instance

Insurance contract or identification number	GA28004
Number of Individuals Covered	555
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28004

Policy instance

Insurance contract or identification number	GA28004
Number of Individuals Covered	447
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28004

Policy instance

Insurance contract or identification number	GA28004
Number of Individuals Covered	340
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28004

Policy instance

Insurance contract or identification number	GA28004
Number of Individuals Covered	334
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

30500

Policy instance

Insurance contract or identification number	30500
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-07-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28004

Policy instance

Insurance contract or identification number	GA28004
Number of Individuals Covered	362
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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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.
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See full terms and conditions

Company Name:	JLT HOLDINGS INC.
Employer identification number (EIN):	510262425
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-04-15
Company Identification Number:	0802437771
Legal Registered Office Address:	121 RIVER ST C/O MARSH USA HOBOKEN United States of America (USA) 07030

Plan id#	Filing Submission Date	Name of Administrator
002	2018-01-01
002	2017-01-01	ALICIA MILLIGAN
002	2016-01-01	ALICIA MILLIGAN
002	2015-01-01	SUSAN E CORNEY
002	2014-01-01	RENEE LEX
002	2013-01-01	LAURA TOURT
002	2012-01-01	LAURA TOURT
002	2011-01-01	LAURA TOURT
002	2010-01-01	LAURA TOURT
002	2009-01-01	LAURA TOURT