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HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameHAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN
Plan identification number 001

HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HAY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:HAY GROUP, INC.
Employer identification number (EIN):521690841
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01BRIAN BLOOM2018-10-23
0012017-01-01BRIAN BLOOM
0012016-01-01BRIAN BLOOM
0012015-01-01BRIAN BLOOM
0012014-01-01JANE CRONIN
0012013-01-01JANE CRONIN
0012012-01-01KATHLEEN LARKIN
0012011-01-01TARA GIARRATANA LINDSAY KLINZMAN2012-10-15
0012009-01-01KATHLEEN BURKE KATHLEEN BURKE2010-10-15
0012009-01-01LINDSAY KLINZMAN
0012009-01-01LINDSAY KLINZMAN KATHLEEN BURKE2010-10-14
0012009-01-01LINDSAY KLINZMAN KATHLEEN BURKE2010-10-14

Plan Statistics for HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN

Measure Date Value
2017: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01588
Total number of active participants reported on line 7a of the Form 55002017-01-0133
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0143
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01735
Total number of active participants reported on line 7a of the Form 55002016-01-01313
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01274
Total of all active and inactive participants2016-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01588
Number of participants with account balances2016-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01667
Total number of active participants reported on line 7a of the Form 55002015-01-01399
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01335
Total of all active and inactive participants2015-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01735
Number of participants with account balances2015-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01732
Total number of active participants reported on line 7a of the Form 55002014-01-01370
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01296
Total of all active and inactive participants2014-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01667
Number of participants with account balances2014-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01723
Total number of active participants reported on line 7a of the Form 55002013-01-01441
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01290
Total of all active and inactive participants2013-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01732
Number of participants with account balances2013-01-01723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01729
Total number of active participants reported on line 7a of the Form 55002012-01-01420
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01302
Total of all active and inactive participants2012-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01723
Number of participants with account balances2012-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01706
Total number of active participants reported on line 7a of the Form 55002011-01-01429
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01299
Total of all active and inactive participants2011-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01729
Number of participants with account balances2011-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01772
Total number of active participants reported on line 7a of the Form 55002009-01-01405
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01323
Total of all active and inactive participants2009-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01728
Number of participants with account balances2009-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN

Measure Date Value
2017 : HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$12,057,680
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$118,017,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$117,917,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$880,261
Value of total assets at beginning of year2017-12-31$106,839,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99,734
Total interest from all sources2017-12-31$12,277
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$467,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$467,244
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$466,624
Administrative expenses (other) incurred2017-12-31$99,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-105,959,423
Value of net assets at end of year (total assets less liabilities)2017-12-31$880,261
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$106,839,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$827,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$98,820,045
Interest on participant loans2017-12-31$12,277
Value of interest in common/collective trusts at end of year2017-12-31$52,821
Value of interest in common/collective trusts at beginning of year2017-12-31$7,553,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,559,342
Net investment gain or loss from common/collective trusts2017-12-31$18,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$117,917,369
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WILLIAM E. HOWE & CO
Accountancy firm EIN2017-12-31231682016
2016 : HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$7,791,085
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$43,875,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$43,810,619
Value of total corrective distributions2016-12-31$1,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,377
Value of total assets at end of year2016-12-31$106,839,684
Value of total assets at beginning of year2016-12-31$142,924,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,543
Total interest from all sources2016-12-31$26,040
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,287,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,287,682
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$466,624
Participant contributions at beginning of year2016-12-31$830,814
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,377
Administrative expenses (other) incurred2016-12-31$1,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-36,084,593
Value of net assets at end of year (total assets less liabilities)2016-12-31$106,839,684
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$142,924,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$62,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$98,820,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$131,299,418
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,794,045
Interest on participant loans2016-12-31$26,040
Value of interest in common/collective trusts at end of year2016-12-31$7,553,015
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,779,786
Net investment gain/loss from pooled separate accounts2016-12-31$283,907
Net investment gain or loss from common/collective trusts2016-12-31$401,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$43,810,619
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WILLIAM E. HOWE & CO
Accountancy firm EIN2016-12-31231682016
2015 : HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$32,332
Total income from all sources (including contributions)2015-12-31$8,106,557
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,036,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,937,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,234,387
Value of total assets at end of year2015-12-31$142,924,277
Value of total assets at beginning of year2015-12-31$147,887,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$99,557
Total interest from all sources2015-12-31$36,229
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,796,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,796,883
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,919,557
Participant contributions at end of year2015-12-31$830,814
Participant contributions at beginning of year2015-12-31$827,336
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$99,825
Administrative expenses (other) incurred2015-12-31$2,610
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$32,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,930,394
Value of net assets at end of year (total assets less liabilities)2015-12-31$142,924,277
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$147,854,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$96,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$131,299,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$135,925,103
Value of interest in pooled separate accounts at end of year2015-12-31$10,794,045
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,134,564
Interest on participant loans2015-12-31$36,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,955,179
Net investment gain/loss from pooled separate accounts2015-12-31$-5,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,215,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,937,394
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WILLIAM E. HOWE & CO
Accountancy firm EIN2015-12-31231682016
2014 : HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,027
Total income from all sources (including contributions)2014-12-31$16,918,576
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,318,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,185,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,754,419
Value of total assets at end of year2014-12-31$147,887,003
Value of total assets at beginning of year2014-12-31$141,286,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$133,017
Total interest from all sources2014-12-31$30,670
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,304,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,304,787
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,751,641
Participant contributions at end of year2014-12-31$827,336
Participant contributions at beginning of year2014-12-31$680,614
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$646,107
Administrative expenses (other) incurred2014-12-31$4,271
Liabilities. Value of operating payables at end of year2014-12-31$32,332
Liabilities. Value of operating payables at beginning of year2014-12-31$32,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,600,458
Value of net assets at end of year (total assets less liabilities)2014-12-31$147,854,671
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$141,254,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$128,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$135,925,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$130,126,991
Value of interest in pooled separate accounts at end of year2014-12-31$11,134,564
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,478,635
Interest on participant loans2014-12-31$30,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,040,694
Net investment gain/loss from pooled separate accounts2014-12-31$788,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,356,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,185,101
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WILLIAM E. HOWE & CO
Accountancy firm EIN2014-12-31231682016
2013 : HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,062
Total income from all sources (including contributions)2013-12-31$31,773,693
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,676,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,547,557
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,884,681
Value of total assets at end of year2013-12-31$141,286,240
Value of total assets at beginning of year2013-12-31$122,188,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$129,100
Total interest from all sources2013-12-31$123,446
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,903,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,903,879
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,646,538
Participant contributions at end of year2013-12-31$680,614
Participant contributions at beginning of year2013-12-31$737,273
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$70,539
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,223
Administrative expenses (other) incurred2013-12-31$2,696
Liabilities. Value of operating payables at end of year2013-12-31$32,027
Liabilities. Value of operating payables at beginning of year2013-12-31$31,062
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,097,036
Value of net assets at end of year (total assets less liabilities)2013-12-31$141,254,213
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$122,157,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$126,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$130,126,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$110,569,624
Value of interest in pooled separate accounts at end of year2013-12-31$10,478,635
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$28,525
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,663,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,663,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$94,921
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,650,666
Net investment gain/loss from pooled separate accounts2013-12-31$211,021
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$4,164,920
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$146,806
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,547,557
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WILLIAM E. HOWE & CO
Accountancy firm EIN2013-12-31231682016
2012 : HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,260
Total income from all sources (including contributions)2012-12-31$22,044,958
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,915,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,788,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,831,582
Value of total assets at end of year2012-12-31$122,188,239
Value of total assets at beginning of year2012-12-31$112,061,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$127,366
Total interest from all sources2012-12-31$147,589
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,912,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,912,687
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,562,695
Participant contributions at end of year2012-12-31$737,273
Participant contributions at beginning of year2012-12-31$843,806
Participant contributions at end of year2012-12-31$70,539
Participant contributions at beginning of year2012-12-31$69,005
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$19,509
Administrative expenses (other) incurred2012-12-31$3,153
Liabilities. Value of operating payables at end of year2012-12-31$31,062
Liabilities. Value of operating payables at beginning of year2012-12-31$33,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,129,326
Value of net assets at end of year (total assets less liabilities)2012-12-31$122,157,177
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$112,027,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$124,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$110,569,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$95,958,229
Interest on participant loans2012-12-31$33,148
Value of interest in common/collective trusts at beginning of year2012-12-31$15,012,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,663,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$114,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,168,844
Net investment gain or loss from common/collective trusts2012-12-31$-15,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,216,552
Employer contributions (assets) at end of year2012-12-31$146,806
Employer contributions (assets) at beginning of year2012-12-31$157,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,788,266
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WILLIAM E. HOWE & CO
Accountancy firm EIN2012-12-31231682016
2011 : HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,151
Total income from all sources (including contributions)2011-12-31$6,431,097
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,356,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,221,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,764,593
Value of total assets at end of year2011-12-31$112,061,111
Value of total assets at beginning of year2011-12-31$111,986,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$135,878
Total interest from all sources2011-12-31$41,791
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,748,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,748,071
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,431,356
Participant contributions at end of year2011-12-31$843,806
Participant contributions at beginning of year2011-12-31$884,525
Participant contributions at end of year2011-12-31$69,005
Participant contributions at beginning of year2011-12-31$60,129
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$206,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$19,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19,146
Administrative expenses (other) incurred2011-12-31$2,900
Liabilities. Value of operating payables at end of year2011-12-31$33,260
Liabilities. Value of operating payables at beginning of year2011-12-31$33,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$74,203
Value of net assets at end of year (total assets less liabilities)2011-12-31$112,027,851
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$111,953,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$132,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$95,958,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$96,200,373
Interest on participant loans2011-12-31$41,791
Value of interest in common/collective trusts at end of year2011-12-31$15,012,904
Value of interest in common/collective trusts at beginning of year2011-12-31$14,682,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,575,829
Net investment gain or loss from common/collective trusts2011-12-31$452,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,126,706
Employer contributions (assets) at end of year2011-12-31$157,658
Employer contributions (assets) at beginning of year2011-12-31$140,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,221,016
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WILLIAM E. HOWE & CO
Accountancy firm EIN2011-12-31231682016
2010 : HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$33,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,682
Total income from all sources (including contributions)2010-12-31$19,493,547
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,974,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,836,104
Value of total corrective distributions2010-12-31$813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,965,464
Value of total assets at end of year2010-12-31$111,986,799
Value of total assets at beginning of year2010-12-31$103,465,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$138,069
Total interest from all sources2010-12-31$51,024
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,846,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,846,239
Administrative expenses professional fees incurred2010-12-31$9,795
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,151,505
Participant contributions at end of year2010-12-31$884,525
Participant contributions at beginning of year2010-12-31$882,281
Participant contributions at end of year2010-12-31$60,129
Participant contributions at beginning of year2010-12-31$61,925
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$17,173
Administrative expenses (other) incurred2010-12-31$3,275
Liabilities. Value of operating payables at end of year2010-12-31$33,151
Liabilities. Value of operating payables at beginning of year2010-12-31$30,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,518,561
Value of net assets at end of year (total assets less liabilities)2010-12-31$111,953,648
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$103,435,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$124,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$96,200,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$88,699,739
Interest on participant loans2010-12-31$51,024
Value of interest in common/collective trusts at end of year2010-12-31$14,682,044
Value of interest in common/collective trusts at beginning of year2010-12-31$13,668,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,887,128
Net investment gain or loss from common/collective trusts2010-12-31$743,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,800,959
Employer contributions (assets) at end of year2010-12-31$140,582
Employer contributions (assets) at beginning of year2010-12-31$136,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,836,104
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2010-12-31231682016
2009 : HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN

2017: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HAY GROUP RETIREMENT AND CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC21021
Policy instance 1
Insurance contract or identification numberSGIC21021
Number of Individuals Covered151
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC21021
Policy instance 1
Insurance contract or identification numberSGIC21021
Number of Individuals Covered170
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC21021
Policy instance 1
Insurance contract or identification numberSGIC21021
Number of Individuals Covered180
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY

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