401k Plan data: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN plan

MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 401k Plan overview

Plan Name	MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN
Plan identification number	003

MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
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 requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

MARTINGALE & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: MARTINGALE & COMPANY

Employer identification number (EIN): 911539565

NAIC Classification: 511130
NAIC Description: Book Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-07-01 G KEITH BRANTS G KEITH BRANTS 2017-02-20
003 2014-07-01 G KEITH BRANTS G KEITH BRANTS 2016-02-29
003 2013-07-01 G KEITH BRANTS G KEITH BRANTS 2015-01-19
003 2012-07-01 G KEITH BRANTS G KEITH BRANTS 2014-02-14
003 2011-07-01 G KEITH BRANTS G KEITH BRANTS 2012-12-06
003 2009-07-01 G KEITH BRANTS G KEITH BRANTS 2011-02-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2015-07-01	G KEITH BRANTS	G KEITH BRANTS	2017-02-20
003	2014-07-01	G KEITH BRANTS	G KEITH BRANTS	2016-02-29
003	2013-07-01	G KEITH BRANTS	G KEITH BRANTS	2015-01-19
003	2012-07-01	G KEITH BRANTS	G KEITH BRANTS	2014-02-14
003	2011-07-01	G KEITH BRANTS	G KEITH BRANTS	2012-12-06
003	2009-07-01	G KEITH BRANTS	G KEITH BRANTS	2011-02-01

Plan Statistics for MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN

401k plan membership statisitcs for MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN

Measure Date Value
2015: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 0
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 0
Number of participants with account balances 2015-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 25
Number of other retired or separated participants entitled to future benefits 2014-07-01 7
Total of all active and inactive participants 2014-07-01 32
Total participants 2014-07-01 32
Number of participants with account balances 2014-07-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 21
Number of other retired or separated participants entitled to future benefits 2013-07-01 4
Total of all active and inactive participants 2013-07-01 25
Total participants 2013-07-01 25
Number of participants with account balances 2013-07-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 24
Number of other retired or separated participants entitled to future benefits 2012-07-01 8
Total of all active and inactive participants 2012-07-01 32
Total participants 2012-07-01 32
Number of participants with account balances 2012-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 28
Number of other retired or separated participants entitled to future benefits 2011-07-01 8
Total of all active and inactive participants 2011-07-01 36
Total participants 2011-07-01 36
Number of participants with account balances 2011-07-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1
2009: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 38
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 41
Total participants 2009-07-01 41
Number of participants with account balances 2009-07-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2015: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	0
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	0
Number of participants with account balances	2015-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	25
Number of other retired or separated participants entitled to future benefits	2014-07-01	7
Total of all active and inactive participants	2014-07-01	32
Total participants	2014-07-01	32
Number of participants with account balances	2014-07-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	21
Number of other retired or separated participants entitled to future benefits	2013-07-01	4
Total of all active and inactive participants	2013-07-01	25
Total participants	2013-07-01	25
Number of participants with account balances	2013-07-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	24
Number of other retired or separated participants entitled to future benefits	2012-07-01	8
Total of all active and inactive participants	2012-07-01	32
Total participants	2012-07-01	32
Number of participants with account balances	2012-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	28
Number of other retired or separated participants entitled to future benefits	2011-07-01	8
Total of all active and inactive participants	2011-07-01	36
Total participants	2011-07-01	36
Number of participants with account balances	2011-07-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1
2009: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	38
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	41
Total participants	2009-07-01	41
Number of participants with account balances	2009-07-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN

Measure	Date	Value
2016 : MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$-69,751
Total income from all sources	2016-06-30	$0
Expenses. Total of all expenses incurred	2016-06-30	$0
Total plan assets at end of year	2016-06-30	$0
Total plan assets at beginning of year	2016-06-30	$69,751
Value of fidelity bond covering the plan	2016-06-30	$200,000
Net income (gross income less expenses)	2016-06-30	$0
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$69,751
Assets. Value of employer securities	2016-06-30	$0
2015 : MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$-517
Expenses. Total of all expenses incurred	2015-06-30	$6,917
Benefits paid (including direct rollovers)	2015-06-30	$6,917
Total plan assets at end of year	2015-06-30	$69,751
Total plan assets at beginning of year	2015-06-30	$77,185
Value of fidelity bond covering the plan	2015-06-30	$200,000
Other income received	2015-06-30	$-517
Net income (gross income less expenses)	2015-06-30	$-7,434
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$69,751
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$77,185
Assets. Value of employer securities	2015-06-30	$69,751
2014 : MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$-19,013
Expenses. Total of all expenses incurred	2014-06-30	$19,030
Benefits paid (including direct rollovers)	2014-06-30	$19,030
Total plan assets at end of year	2014-06-30	$77,185
Total plan assets at beginning of year	2014-06-30	$115,228
Value of fidelity bond covering the plan	2014-06-30	$200,000
Other income received	2014-06-30	$-19,013
Net income (gross income less expenses)	2014-06-30	$-38,043
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$77,185
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$115,228
Assets. Value of employer securities	2014-06-30	$77,185
2013 : MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$24,182
Expenses. Total of all expenses incurred	2013-06-30	$17,318
Benefits paid (including direct rollovers)	2013-06-30	$17,318
Total plan assets at end of year	2013-06-30	$115,228
Total plan assets at beginning of year	2013-06-30	$108,364
Value of fidelity bond covering the plan	2013-06-30	$200,000
Other income received	2013-06-30	$24,182
Net income (gross income less expenses)	2013-06-30	$6,864
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$115,228
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$108,364
Assets. Value of employer securities	2013-06-30	$115,228
2012 : MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$-25,891
Expenses. Total of all expenses incurred	2012-06-30	$7,310
Benefits paid (including direct rollovers)	2012-06-30	$7,310
Total plan assets at end of year	2012-06-30	$108,364
Total plan assets at beginning of year	2012-06-30	$141,565
Value of fidelity bond covering the plan	2012-06-30	$200,000
Noncash contributions received	2012-06-30	$-25,891
Net income (gross income less expenses)	2012-06-30	$-33,201
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$108,364
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$141,565
Assets. Value of employer securities	2012-06-30	$108,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$7,310
2011 : MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$-25,047
Expenses. Total of all expenses incurred	2011-06-30	$15,681
Benefits paid (including direct rollovers)	2011-06-30	$15,681
Total plan assets at end of year	2011-06-30	$141,565
Total plan assets at beginning of year	2011-06-30	$182,293
Value of fidelity bond covering the plan	2011-06-30	$200,000
Other income received	2011-06-30	$-25,047
Net income (gross income less expenses)	2011-06-30	$-40,728
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$141,565
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$182,293
Assets. Value of employer securities	2011-06-30	$141,565
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$15,681

Form 5500 Responses for MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN

2015: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	Yes
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARTINGALE & COMPANY
Employer identification number (EIN):	911539565
NAIC Classification:	511130
NAIC Description:	Book Publishers