Morneau Shepell Limited 401(k) Plan (terminated 2020): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2020, when $17.2 million was transferred out of the plan. Assets moved to the LIFEWORKS (US) LTD. 401(K) SAVINGS PLAN (sponsored by LIFEWORKS (US) LTD.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Morneau Shepell Limited 401(k) Login
Retirement plan providers can change. This information is from the plan's 2020 filing.
Morneau Shepell Limited 401(k) Plan Facts (plan year 2020)
Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Sep 24, 2021. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2020
- $1.12 million went into the plan in contributions, $297,563 of it from the employer (27%).
- $2.55 million was paid out to participants.
- Investment and other income added $3.15 million.
How the Morneau Shepell Limited 401(k) changed, 2014–2020
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2014 | 213 | $11.2 million | $549,308 | $1.10 million |
| 2015 | 306 | $13.9 million | $762,359 | $800,535 |
| 2016 | 498 | $15.4 million | $716,782 | $2.00 million |
| 2018 | 580 | $20.9 million | $872,575 | $1.86 million |
| 2019 | 712 | $42.3 million | $2.37 million | $1.43 million |
| 2020 (final) | 220 | $0 | $297,563 | $2.55 million |
Morneau Shepell Limited 401(k) Contact Information
Questions about the Morneau Shepell Limited 401(k)
Is the Morneau Shepell Limited 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2020. Its assets were transferred to the LIFEWORKS (US) LTD. 401(K) SAVINGS PLAN.
Does Morneau Shepell Limited contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $297,563, 27% of all contributions.
Does the Morneau Shepell Limited 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Morneau Shepell Limited 401(k) plan?
220 participants at the start of plan year 2020.
Who manages the Morneau Shepell Limited 401(k) accounts?
T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.