W R Berkley Corporation Profit Sharing Plan

COMMENTS help
	brian 8/4/2020 11:49:33 AM Plan is exactly as stated in the company's most recent 11-K filing, as of December 31, 2019. Missing FIAM Target Date 2065. Add Comment To add a new comment Log In or Sign Up

TRANSACTIONS help

The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice: Name Ticker Action Date   State Street U.S. Bond Index Securities Lending Series Fund Class XIV was added by brian 8/4/2020 Remove State Street U.S. Bond Index Securities Lending Series Fund Class XIV was removed by brian 8/4/2020 Remove State Street S&P 500® Index Securities Lending Series Fund Class II was added by brian 8/4/2020 Remove State Street S&P 500® Index Securities Lending Series Fund Class II was removed by brian 8/4/2020 Remove State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II was added by brian 8/4/2020 Remove State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II was removed by brian 8/4/2020 Remove Fidelity Freedom 2060 Fund Class K FNSFX was added by brian 8/4/2020 Remove Fidelity Freedom 2055 Fund Class K FNSDX was added by brian 8/4/2020 Remove Fidelity Freedom 2050 Fund Class K FNSBX was added by brian 8/4/2020 Remove Fidelity Freedom 2045 Fund Class K FSNZX was added by brian 8/4/2020 Remove Fidelity Freedom 2040 Fund Class K FSNVX was added by brian 8/4/2020 Remove Fidelity Freedom 2035 Fund Class K FSNUX was added by brian 8/4/2020 Remove Fidelity Freedom 2030 Fund Class K FSNQX was added by brian 8/4/2020 Remove Fidelity Freedom 2025 Fund Class K FSNPX was added by brian 8/4/2020 Remove Fidelity Freedom 2020 Fund Class K FSNOX was added by brian 8/4/2020 Remove Fidelity Freedom 2015 Fund Class K FSNLX was added by brian 8/4/2020 Remove Fidelity Freedom 2010 Fund Class K FSNKX was added by brian 8/4/2020 Remove MFS International Diversification Fund Class R6 was added by brian 8/4/2020 Remove Victory Sophus Emerging Markets Fund Class Y RSENX was removed by brian 8/4/2020 Vanguard Total International Stock Index Fund Admiral Shares VTIAX was removed by brian 8/4/2020 Thornburg International Value Fund Class R5 TIVRX was removed by brian 8/4/2020 PIMCO Low Duration Fund Institutional Class PTLDX was removed by brian 8/4/2020 PIMCO Total Return Fund Institutional Class PTTRX was removed by brian 8/4/2020 Neuberger Berman Mid Cap Growth Fund Institutional Class NBMLX was removed by brian 8/4/2020 Invesco Small Cap Growth Fund Class R6 GTSFX was removed by brian 8/4/2020 Harbor International Fund Institutional Class HAINX was removed by brian 8/4/2020 Fidelity Select Gold Portfolio FSAGX was removed by brian 8/4/2020 Fidelity Intermediate Bond Fund FTHRX was removed by brian 8/4/2020 Fidelity Capital Appreciation Fund Class K FCAKX was removed by brian 8/4/2020 State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II was added by bmurphy 1/27/2019 Remove State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II was removed by bmurphy 1/27/2019 Remove State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II was added by bmurphy 1/27/2019 Remove State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II was removed by bmurphy 1/27/2019 Remove Fidelity Freedom K 2020 Fund FFKDX was removed by oakley.brandon 4/4/2016 Fidelity Freedom K 2010 Fund FFKCX was removed by oakley.brandon 4/4/2016 Fidelity Freedom K 2030 Fund FFKEX was removed by oakley.brandon 4/4/2016 Fidelity Freedom K 2040 Fund FFKFX was removed by oakley.brandon 4/4/2016 Fidelity Freedom K 2050 Fund FFKHX was removed by oakley.brandon 4/4/2016 State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II was added by oakley.brandon 4/4/2016 Remove Neuberger Berman Mid Cap Growth Fund Class R6 NRMGX was added by oakley.brandon 4/4/2016 Remove Metropolitan West Total Return Bond Fund Plan Class MWTSX was added by oakley.brandon 1/5/2016 Remove Invesco Small Cap Growth Fund Class R6 GTSFX was added by oakley.brandon 1/5/2016 Vanguard Total International Stock Index Fund Signal Shares VTSGX was removed by oakley.brandon 9/2/2014 Fidelity Freedom K 2000 FFKBX was removed by oakley.brandon 9/2/2014 Vanguard Total Bond Market Index Fund Signal Shares VBTSX was removed by oakley.brandon 9/2/2014 State Street U.S. Bond Index Securities Lending Series Fund Class XIV was added by oakley.brandon 9/2/2014 Remove Vanguard Total International Stock Index Fund Admiral Shares VTIAX was added by oakley.brandon 9/2/2014 US Cash / Money Market USCASH was removed by oakley.brandon 7/7/2014 W. R. Berkley Corp WRB was added by oakley.brandon 10/2/2013 Remove Vanguard Prime Money Market Fund Admiral Shares VMRXX was added by oakley.brandon 10/2/2013 Remove Vanguard Inflation-Protected Securities Fund Admiral Shares VAIPX was added by oakley.brandon 10/2/2013 Remove Vanguard Total Bond Market Index Fund Signal Shares VBTSX was added by oakley.brandon 10/2/2013 PIMCO Total Return Fund Institutional Class PTTRX was added by oakley.brandon 10/2/2013 PIMCO Low Duration Fund Institutional Class PTLDX was added by oakley.brandon 10/2/2013 Fidelity Government Income Fund FGOVX was added by oakley.brandon 10/2/2013 Remove Fidelity Intermediate Bond Fund FTHRX was added by oakley.brandon 10/2/2013 Fidelity Puritan Fund Class K FPUKX was added by oakley.brandon 10/2/2013 Remove Fidelity Freedom K Income Fund FFKAX was added by oakley.brandon 10/2/2013 Fidelity Freedom K 2050 Fund FFKHX was added by oakley.brandon 10/2/2013 Fidelity Freedom K 2040 Fund FFKFX was added by oakley.brandon 10/2/2013 Fidelity Freedom K 2030 Fund FFKEX was added by oakley.brandon 10/2/2013 Fidelity Freedom K 2010 Fund FFKCX was added by oakley.brandon 10/2/2013 Fidelity Freedom K 2000 FFKBX was added by oakley.brandon 10/2/2013 Fidelity Select Gold Portfolio FSAGX was added by oakley.brandon 10/2/2013 Vanguard Total International Stock Index Fund Signal Shares VTSGX was added by oakley.brandon 10/2/2013 Thornburg International Value Fund Class R5 TIVRX was added by oakley.brandon 10/2/2013 Fidelity Freedom K 2020 Fund FFKDX was added by oakley.brandon 10/2/2013 Fidelity Small Cap Discovery Fund FSCRX was added by oakley.brandon 10/2/2013 Remove Victory Sophus Emerging Markets Fund Class Y RSENX was added by oakley.brandon 10/2/2013 Harbor International Fund Institutional Class HAINX was added by oakley.brandon 10/2/2013 Invesco Small Cap Growth Fund R5 Class GTSVX was added by oakley.brandon 10/2/2013 Remove Fidelity Extended Market Index Fund Premium Class FSEVX was added by oakley.brandon 10/2/2013 Neuberger Berman Mid Cap Growth Fund Institutional Class NBMLX was added by oakley.brandon 10/2/2013 JPMorgan Mid Cap Value Fund Institutional Class FLMVX was added by oakley.brandon 10/2/2013 Remove State Street S&P 500® Index Securities Lending Series Fund Class II was added by oakley.brandon 10/2/2013 Remove Vanguard Equity-Income Fund Admiral Shares VEIRX was added by oakley.brandon 10/2/2013 Remove Fidelity Growth Company Fund Class K FGCKX was added by oakley.brandon 10/2/2013 Remove Fidelity Contrafund Fund Class K FCNKX was added by oakley.brandon 10/2/2013 Remove Fidelity Capital Appreciation Fund Class K FCAKX was added by oakley.brandon 10/2/2013 US Cash / Money Market USCASH was added by oakley.brandon 10/2/2013

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