Civic Intelligence

Marshall & Ilsley Corporation

Plan context: M & I RETIREMENT PROGRAM

EIN 20-8995389 • Milwaukee, WI • 50 filings • 24 plans

770 North Water StreetMilwaukee, WI 53202
Current Snapshot

Latest Year

2013

2013 Participants

5,477

2013 Assets

$1,314,939,255

2013 Contributions

$128,598,573

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,550,688,814$775,344,407$0200720092010YearValue
$1,314,939,255Latest year 2010

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

12,6636,3320200720102012YearValue
5,477Latest year 2012

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201310$0$0-
The M&I Reduction-In-Force Severance Policy-0---
201215,477$0$0-
The M&I Reduction-In-Force Severance Policy-5,477---
201116,837$0$0-
The M&I Reduction-In-Force Severance Policy-6,837---
2010109,082$1,314,939,255$128,598,573$14,160iApproximate average salary by contribution assumption: employee only about $353,993 at 4% or $235,995 at 6%; with 50% employer match about $235,995 at 4% or $157,330 at 6%; with 100% employer match about $176,996 at 4% or $117,998 at 6%.
M & I RETIREMENT PROGRAM-9,082$924,492,642$52,105,202$5,737iApproximate average salary by contribution assumption: employee only about $143,430 at 4% or $95,620 at 6%; with 50% employer match about $95,620 at 4% or $63,747 at 6%; with 100% employer match about $71,715 at 4% or $47,810 at 6%.
M & I RETIREMENT PROGRAM MASTER TRUST--$343,764,133--
M&I HEALTH BENEFITS TRUST-7,464$44,204,953$75,643,371$10,134iApproximate average salary by contribution assumption: employee only about $253,361 at 4% or $168,907 at 6%; with 50% employer match about $168,907 at 4% or $112,605 at 6%; with 100% employer match about $126,680 at 4% or $84,454 at 6%.
MISSOURI STATE BANK & TRUST CO RETIREMENT SAVINGS PLAN-19$1,545,761--
NORTH STAR FINANCIAL CORPORATION 401K PLAN-18$689,538--
MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN-8,772$242,228$850,000$97iApproximate average salary by contribution assumption: employee only about $2,422 at 4% or $1,615 at 6%; with 50% employer match about $1,615 at 4% or $1,077 at 6%; with 100% employer match about $1,211 at 4% or $807 at 6%.
M & I FLEXIBLE BENEFITS PLAN-2,485---
M & I TRAVEL & ACCIDENT PLAN-8,885---
M & I SEVERANCE PAY PLAN-0---
M & I LIFE INSURANCE PLAN-8,787---
2009109,105$1,180,835,453$138,524,004$15,214iApproximate average salary by contribution assumption: employee only about $380,351 at 4% or $253,568 at 6%; with 50% employer match about $253,568 at 4% or $169,045 at 6%; with 100% employer match about $190,176 at 4% or $126,784 at 6%.
M&I RETIREMENT PROGRAM-8,511$828,875,479$60,357,061$7,092iApproximate average salary by contribution assumption: employee only about $177,291 at 4% or $118,194 at 6%; with 50% employer match about $118,194 at 4% or $78,796 at 6%; with 100% employer match about $88,646 at 4% or $59,097 at 6%.
M&I RETIREMENT PROGRAM MASTER TRUST--$309,166,669--
M&I HEALTH BENEFITS TRUST-7,584$40,470,410$77,416,943$10,208iApproximate average salary by contribution assumption: employee only about $255,198 at 4% or $170,132 at 6%; with 50% employer match about $170,132 at 4% or $113,421 at 6%; with 100% employer match about $127,599 at 4% or $85,066 at 6%.
MISSOURI STATE BANK & TRUST CO RETIREMENT SAVINGS PLAN-23$1,515,037--
NORTH STAR FINANCIAL CORPORATION 401K PLAN-18$599,020--
MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN-8,967$208,838$750,000$84iApproximate average salary by contribution assumption: employee only about $2,091 at 4% or $1,394 at 6%; with 50% employer match about $1,394 at 4% or $929 at 6%; with 100% employer match about $1,046 at 4% or $697 at 6%.
M & I SEVERANCE PAY PLAN-282---
M&I FLEXIBLE BENEFITS PLAN-2,464---
M&I TRAVEL & ACCIDENT PLAN-9,105---
M & I LIFE INSURANCE PLAN-9,105---
20081110,124$1,022,511,974$142,565,671$14,082iApproximate average salary by contribution assumption: employee only about $352,049 at 4% or $234,699 at 6%; with 50% employer match about $234,699 at 4% or $156,466 at 6%; with 100% employer match about $176,024 at 4% or $117,350 at 6%.
M&I RETIREMENT PROGRAM-10,124$690,507,394$70,262,953$6,940iApproximate average salary by contribution assumption: employee only about $173,506 at 4% or $115,671 at 6%; with 50% employer match about $115,671 at 4% or $77,114 at 6%; with 100% employer match about $86,753 at 4% or $57,835 at 6%.
M&I RETIREMENT PROGRAM MASTER TRUST-0$287,053,620--
M&I HEALTH PROGRAM-7,247$34,836,390$71,552,718$9,873iApproximate average salary by contribution assumption: employee only about $246,836 at 4% or $164,557 at 6%; with 50% employer match about $164,557 at 4% or $109,705 at 6%; with 100% employer match about $123,418 at 4% or $82,279 at 6%.
FIRST INDIANA CORPORATION 401K PLAN-267$7,977,951--
MISSOURI STATE BANK & TRUST CO RETIREMENT SAVINGS PLAN-30$1,350,877--
NORTH STAR FINANCIAL CORPORATION 401K PLAN-18$540,946--
MARSHALL & ILSLEY CORP LONG TERM DISABILITY INCOME PLAN-9,009$244,796$750,000$83iApproximate average salary by contribution assumption: employee only about $2,081 at 4% or $1,388 at 6%; with 50% employer match about $1,388 at 4% or $925 at 6%; with 100% employer match about $1,041 at 4% or $694 at 6%.
M & I SEVERANCE PAY PLAN-146---
M&I TRAVEL & ACCIDENT PLAN-9,764---
M & I LIFE INSURANCE PLAN-9,764---
M&I FLEXIBLE BENEFITS PLAN-2,431---
20071612,663$1,550,688,814$220,379,773$17,403iApproximate average salary by contribution assumption: employee only about $435,086 at 4% or $290,057 at 6%; with 50% employer match about $290,057 at 4% or $193,372 at 6%; with 100% employer match about $217,543 at 4% or $145,029 at 6%.
M&I RETIREMENT PROGRAM/RETIREMENT PLAN-12,663$1,018,490,663$116,204,243$9,177iApproximate average salary by contribution assumption: employee only about $229,417 at 4% or $152,945 at 6%; with 50% employer match about $152,945 at 4% or $101,963 at 6%; with 100% employer match about $114,708 at 4% or $76,472 at 6%.
M&I RETIREMENT PROGRAM MASTER TRUST-0$468,883,614--
M&I HEALTH PROGRAM-6,757$48,663,097$100,379,307$14,856iApproximate average salary by contribution assumption: employee only about $371,390 at 4% or $247,593 at 6%; with 50% employer match about $247,593 at 4% or $165,062 at 6%; with 100% employer match about $185,695 at 4% or $123,797 at 6%.
FIRST INDIANA CORPORATION 401K PLAN-452$14,499,582$2,226,949$4,927iApproximate average salary by contribution assumption: employee only about $123,172 at 4% or $82,115 at 6%; with 50% employer match about $82,115 at 4% or $54,743 at 6%; with 100% employer match about $61,586 at 4% or $41,057 at 6%.
MARSHALL & ILSLEY CORP LONG TERM DISABILITY INCOME PLAN-8,422$151,858$800,000$95iApproximate average salary by contribution assumption: employee only about $2,375 at 4% or $1,583 at 6%; with 50% employer match about $1,583 at 4% or $1,055 at 6%; with 100% employer match about $1,187 at 4% or $792 at 6%.
EXCEL BANK EMPLOYEE STOCK OWNERSHIP PLAN-0-$312,356-
EXCEL BANK 401K PROFIT SHARING PLAN-0-$456,918-
FIRST INDIANA CORPORATION VOLUNTARY LIFE INSURANCE PLAN-0---
M & I SEVERANCE PAY PLAN-119---
M&I TRAVEL & ACCIDENT PLAN-9,668---
M&I FLEXIBLE BENEFITS PLAN-4,364---
NORTH STAR FINANCIAL CORPORATION 401K PLAN-21---
MISSOURI STATE BANK & TRUST CO RETIREMENT SAVINGS PLAN-45---
FIRST INDIANA CORPORATION HEALTH AND WELFARE PLAN-0---
FIRST INDIANA CORPORATION LONG TERM DISABILITY PLAN-0---
M & I LIFE INSURANCE PLAN-9,668---