401k Plan data: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN plan

BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 401k Plan overview

Plan Name	BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN
Plan identification number	502

BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

BOWLES RICE LLP has sponsored the creation of one or more 401k plans.

Company Name: BOWLES RICE LLP

Employer identification number (EIN): 550394186

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2017-01-01
502 2016-01-01 THOMAS HEYWOOD THOMAS HEYWOOD 2017-07-20
502 2015-01-01 THOMAS HEYWOOD THOMAS HEYWOOD 2016-08-04
502 2014-01-01 THOMAS HEYWOOD THOMAS HEYWOOD 2015-07-22
502 2013-01-01 THOMAS HEYWOOD THOMAS HEYWOOD 2014-09-29
502 2012-01-01 THOMAS HEYWOOD THOMAS HEYWOOD 2013-09-30
502 2011-01-01 LESLEY RUSSO
502 2010-01-01 LESLEY RUSSO
502 2009-01-01 LESLEY RUSSO LESLEY RUSSO 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2017-01-01
502	2016-01-01	THOMAS HEYWOOD	THOMAS HEYWOOD	2017-07-20
502	2015-01-01	THOMAS HEYWOOD	THOMAS HEYWOOD	2016-08-04
502	2014-01-01	THOMAS HEYWOOD	THOMAS HEYWOOD	2015-07-22
502	2013-01-01	THOMAS HEYWOOD	THOMAS HEYWOOD	2014-09-29
502	2012-01-01	THOMAS HEYWOOD	THOMAS HEYWOOD	2013-09-30
502	2011-01-01	LESLEY RUSSO
502	2010-01-01	LESLEY RUSSO
502	2009-01-01	LESLEY RUSSO	LESLEY RUSSO	2010-10-14

Plan Statistics for BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN

401k plan membership statisitcs for BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN

Measure Date Value
2017: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 0
2016: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 233
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 234
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 290
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 292
2014: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 303
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 305
2013: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 259
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 260
2012: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 257
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 257
Total participants 2012-01-01 257
2011: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 250
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 250
Total participants 2011-01-01 250
2010: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 247
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 0
Total of all active and inactive participants 2010-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 244
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 246
Total participants 2009-01-01 246

Measure	Date	Value
2017: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	0
2016: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	233
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	234
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	290
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	292
2014: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	303
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	305
2013: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	259
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	260
2012: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	257
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	257
Total participants	2012-01-01	257
2011: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	250
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	250
Total participants	2011-01-01	250
2010: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	247
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	0
Total of all active and inactive participants	2010-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	244
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	246
Total participants	2009-01-01	246

Form 5500 Responses for BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN

2017: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY 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 benefit arrangement – Insurance	Yes
2015: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY 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 benefit arrangement – Insurance	Yes
2014: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	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 benefit arrangement – Insurance	Yes
2013: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY 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 benefit arrangement – Insurance	Yes
2011: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY 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 benefit arrangement – Insurance	Yes
2010: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY 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 benefit arrangement – Insurance	Yes
2009: BOWLES RICE MCDAVID GRAFF & LOVE SHORT-TERM AND LONG-TERM DISABILITY 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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

411323

Policy instance

Insurance contract or identification number	411323
Number of Individuals Covered	231
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $34,871
Total amount of fees paid to insurance company	USD $6,267
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	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Welfare Benefit Premiums Paid to Carrier	USD $217,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,871
Amount paid for insurance broker fees	6267
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3
Insurance broker name	ALLIANT INSURANCE SERVICES, INC.

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Company Name:	BOWLES RICE LLP
Employer identification number (EIN):	550394186
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers