Merrill Lynch & Co., Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2012. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Merrill Lynch & Co., Inc. 401(k) Plan Facts (plan year 2012)

Plan name
MERRILL LYNCH & CO., INC. 401(K) SAVINGS & INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
MERRILL LYNCH & CO., INC.
Participants
50,313 (29,109 active employees)
Former employees with a balance
17,766
Plan assets
$7,128,659,436 at Dec 31, 2012
Average account balance
$153,248 across 46,517 accounts
Employer contributions
$233,726,105 in plan year 2012 (44% of all contributions)
Plan year
Jan 1, 2012 – Dec 31, 2012
Plan established
Oct 1, 1987
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing✓ Company stock (ESOP)

Source: Form 5500 for plan year 2012 (Jan 1, 2012 – Dec 31, 2012), filed Sep 27, 2013. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2012

  • $534.9 million went into the plan in contributions, $233.7 million of it from the employer (44%).
  • $441.7 million was paid out to participants.
  • Investment and other income added $777.3 million.
  • Administrative expenses were $903, about $0 per account.

How the Merrill Lynch & Co., Inc. 401(k) changed, 2009–2012

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
200963,783$4.09 billion$72.4 million$522.0 million
201068,727$4.43 billion$77.5 million$431.5 million
201175,325$4.13 billion$65.3 million$326.4 million
201250,313$7.13 billion$233.7 million$441.7 million

Merrill Lynch & Co., Inc. 401(k) Contact Information

Phone
800-556-6044
Mailing address
100 N. TRYON STREET, NC1-007-08-29, CHARLOTTE NC 28255
Plan sponsor
MERRILL LYNCH & CO., INC.
Plan administrator
BANK OF AMERICA CORPORATION CORPORATE BENEFITS COMMITTEE
Employer identification number (EIN)
13-2740599
Plan number
008

Questions about the Merrill Lynch & Co., Inc. 401(k)

Is the Merrill Lynch & Co., Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2012, and no later filing was found under this employer's EIN.

Does Merrill Lynch & Co., Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2012 the employer contributed $233.7 million, 44% of all contributions.

Does the Merrill Lynch & Co., Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Merrill Lynch & Co., Inc 401(k) plan?

50,313 participants at the start of plan year 2012, 29,109 of them active employees, and 17,766 former employees who still had money in the plan.

What is the average 401(k) balance at Merrill Lynch & Co., Inc?

About $153,248 per account: $7.13 billion in plan assets across 46,517 accounts with a balance at the end of plan year 2012.

Who manages the Merrill Lynch & Co., Inc 401(k) accounts?

Merrill Benefits OnLine is the plan's recordkeeper, which is where participants log in to see their balance.

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