Marshall & Ilsley Corporation
Plan context: METAVANTE HEALTH AND WELFARE PLAN
EIN 39-0968604 • 115 filings • 45 plans
Current Snapshot
Latest Year
2010
2010 Participants
5,013
2010 Assets
$10,558,334
2010 Contributions
$67,053,728
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| METAVANTE HEALTH AND WELFARE PLAN | - | 0 | - | - | - |
| 2009 | 1 | 5,013 | $10,558,334 | $67,053,728 | $13,376iApproximate average salary by contribution assumption: employee only about $334,399 at 4% or $222,933 at 6%; with 50% employer match about $222,933 at 4% or $148,622 at 6%; with 100% employer match about $167,200 at 4% or $111,466 at 6%. |
| METAVANTE HEALTH AND WELFARE PLAN | - | 5,013 | $10,558,334 | $67,053,728 | $13,376iApproximate average salary by contribution assumption: employee only about $334,399 at 4% or $222,933 at 6%; with 50% employer match about $222,933 at 4% or $148,622 at 6%; with 100% employer match about $167,200 at 4% or $111,466 at 6%. |
| 2008 | 6 | 5,717 | $583,562,118 | $115,058,287 | $20,126iApproximate average salary by contribution assumption: employee only about $503,141 at 4% or $335,427 at 6%; with 50% employer match about $335,427 at 4% or $223,618 at 6%; with 100% employer match about $251,571 at 4% or $167,714 at 6%. |
| METAVANTE RETIREMENT PROGRAM | - | 5,717 | $419,240,255 | $61,670,534 | $10,787iApproximate average salary by contribution assumption: employee only about $269,680 at 4% or $179,787 at 6%; with 50% employer match about $179,787 at 4% or $119,858 at 6%; with 100% employer match about $134,840 at 4% or $89,893 at 6%. |
| METAVANTE TECHNOLOGIES, INC. MASTER TRUST | - | 0 | $141,938,247 | - | - |
| NYCE CORPORATION EMPLOYEES TAX DEFERRED SAVINGS PLAN | - | 144 | $14,429,656 | - | - |
| METAVANTE HEALTH AND WELFARE PLAN | - | 5,687 | $7,953,960 | $51,478,668 | $9,052iApproximate average salary by contribution assumption: employee only about $226,300 at 4% or $150,867 at 6%; with 50% employer match about $150,867 at 4% or $100,578 at 6%; with 100% employer match about $113,150 at 4% or $75,433 at 6%. |
| National City Bancorporation Pension Plan | - | 0 | - | $1,909,085 | - |
| METAVANTE FLEXIBLE BENEFITS PLAN | - | 1,851 | - | - | - |
| 2007 | 7 | 5,597 | $822,590,992 | $51,981,944 | $9,287iApproximate average salary by contribution assumption: employee only about $232,187 at 4% or $154,791 at 6%; with 50% employer match about $154,791 at 4% or $103,194 at 6%; with 100% employer match about $116,093 at 4% or $77,396 at 6%. |
| METAVANTE RETIREMENT PROGRAM | - | 5,575 | $574,441,094 | $43,522,104 | $7,807iApproximate average salary by contribution assumption: employee only about $195,166 at 4% or $130,111 at 6%; with 50% employer match about $130,111 at 4% or $86,741 at 6%; with 100% employer match about $97,583 at 4% or $65,055 at 6%. |
| METAVANTE TECHNOLOGIES, INC. MASTER TRUST | - | 0 | $217,533,681 | - | - |
| NYCE CORPORATION EMPLOYEES TAX DEFERRED SAVINGS PLAN | - | 159 | $21,218,916 | - | - |
| METAVANTE HEALTH AND WELFARE PLAN | - | 5,597 | $5,294,432 | $8,459,840 | $1,511iApproximate average salary by contribution assumption: employee only about $37,787 at 4% or $25,192 at 6%; with 50% employer match about $25,192 at 4% or $16,794 at 6%; with 100% employer match about $18,894 at 4% or $12,596 at 6%. |
| National City Bancorporation Pension Plan | - | 65 | $4,102,869 | - | - |
| Vicor Inc. 401K Plan | - | 0 | - | - | - |
| METAVANTE FLEXIBLE BENEFITS PLAN | - | 1,924 | - | - | - |
| 2006 | 14 | 16,867 | $2,423,721,327 | $213,034,772 | $12,630iApproximate average salary by contribution assumption: employee only about $315,757 at 4% or $210,505 at 6%; with 50% employer match about $210,505 at 4% or $140,336 at 6%; with 100% employer match about $157,878 at 4% or $105,252 at 6%. |
| M & I Incentive Savings Plan | - | 16,867 | $1,577,946,965 | $106,391,872 | $6,308iApproximate average salary by contribution assumption: employee only about $157,692 at 4% or $105,128 at 6%; with 50% employer match about $105,128 at 4% or $70,085 at 6%; with 100% employer match about $78,846 at 4% or $52,564 at 6%. |
| M&I RETIREMENT PROGRAM MASTER TRUST | - | 0 | $777,537,410 | - | - |
| M & I Health Plan | - | 10,639 | $39,338,999 | $106,439,245 | $10,005iApproximate average salary by contribution assumption: employee only about $250,116 at 4% or $166,744 at 6%; with 50% employer match about $166,744 at 4% or $111,163 at 6%; with 100% employer match about $125,058 at 4% or $83,372 at 6%. |
| NYCE CORPORATION EMPLOYEES TAX DEFERRED SAVINGS PLAN | - | 165 | $21,014,512 | - | - |
| National City Bancorporation Pension Plan | - | 70 | $4,492,753 | - | - |
| MISSOURI STATE BANK & TRUST CO RETIREMENT SAVINGS PLAN | - | 60 | $3,178,412 | $203,655 | $3,394iApproximate average salary by contribution assumption: employee only about $84,856 at 4% or $56,571 at 6%; with 50% employer match about $56,571 at 4% or $37,714 at 6%; with 100% employer match about $42,428 at 4% or $28,285 at 6%. |
| MARSHALL & ILSLEY CORP LONG TERM DISABILITY INCOME PLAN | - | 12,162 | $212,276 | - | - |
| M & I Life Insurance Plan | - | 13,864 | - | - | - |
| M & I Severance Pay Plan | - | 287 | - | - | - |
| GOLD BANC HEALTH CARE SPENDING ACCOUNT PLAN | - | 0 | - | - | - |
| M&I FLEXIBLE BENEFITS PLAN | - | 4,398 | - | - | - |
| M & I Travel Accident Plan | - | 13,864 | - | - | - |
| GOLD BANC CORPORATION, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | - | 0 | - | - | - |
| M&I Retirement Program/Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2005 | 11 | 15,543 | $2,755,875,994 | $214,529,343 | $13,802iApproximate average salary by contribution assumption: employee only about $345,058 at 4% or $230,039 at 6%; with 50% employer match about $230,039 at 4% or $153,359 at 6%; with 100% employer match about $172,529 at 4% or $115,019 at 6%. |
| M&I RETIREMENT PROGRAM MASTER TRUST | - | 0 | $1,320,942,741 | - | - |
| M & I Incentive Savings Plan | - | 11,697 | $1,004,670,539 | $91,037,754 | $7,783iApproximate average salary by contribution assumption: employee only about $194,575 at 4% or $129,717 at 6%; with 50% employer match about $129,717 at 4% or $86,478 at 6%; with 100% employer match about $97,288 at 4% or $64,858 at 6%. |
| M&I Retirement Program/Employee Stock Ownership Plan | - | 8,709 | $373,436,180 | $14,081,660 | $1,617iApproximate average salary by contribution assumption: employee only about $40,423 at 4% or $26,948 at 6%; with 50% employer match about $26,948 at 4% or $17,966 at 6%; with 100% employer match about $20,211 at 4% or $13,474 at 6%. |
| M & I Health Plan | - | 13,333 | $30,477,082 | $107,592,929 | $8,070iApproximate average salary by contribution assumption: employee only about $201,742 at 4% or $134,495 at 6%; with 50% employer match about $134,495 at 4% or $89,663 at 6%; with 100% employer match about $100,871 at 4% or $67,247 at 6%. |
| NYCE CORPORATION EMPLOYEES TAX DEFFERED SAVINGS PLAN | - | 183 | $20,452,690 | $97,000 | $530iApproximate average salary by contribution assumption: employee only about $13,251 at 4% or $8,834 at 6%; with 50% employer match about $8,834 at 4% or $5,889 at 6%; with 100% employer match about $6,626 at 4% or $4,417 at 6%. |
| National City Bancorporation Pension Plan | - | 83 | $4,965,675 | - | - |
| MARSHALL & ILSLEY CORP LONG TERM DISABILITY INCOME PLAN | - | 7,311 | $931,087 | $1,720,000 | $235iApproximate average salary by contribution assumption: employee only about $5,882 at 4% or $3,921 at 6%; with 50% employer match about $3,921 at 4% or $2,614 at 6%; with 100% employer match about $2,941 at 4% or $1,961 at 6%. |
| M&I FLEXIBLE BENEFITS PLAN | - | 15,543 | - | - | - |
| M & I Travel Accident Plan | - | 13,653 | - | - | - |
| M & I Life Insurance Plan | - | 13,378 | - | - | - |
| M & I Severance Pay Plan | - | 13,653 | - | - | - |
| 2004 | 12 | 14,547 | $2,601,543,348 | $185,944,410 | $12,782iApproximate average salary by contribution assumption: employee only about $319,558 at 4% or $213,039 at 6%; with 50% employer match about $213,039 at 4% or $142,026 at 6%; with 100% employer match about $159,779 at 4% or $106,519 at 6%. |
| M&I RETIREMENT PROGRAM MASTER TRUST | - | 0 | $1,251,484,842 | - | - |
| M & I Incentive Savings Plan | - | 7,968 | $918,666,912 | $81,333,737 | $10,208iApproximate average salary by contribution assumption: employee only about $255,189 at 4% or $170,126 at 6%; with 50% employer match about $170,126 at 4% or $113,417 at 6%; with 100% employer match about $127,594 at 4% or $85,063 at 6%. |
| M&I Retirement Program/Employee Stock Ownership Plan | - | 7,968 | $384,788,474 | $11,945,705 | $1,499iApproximate average salary by contribution assumption: employee only about $37,480 at 4% or $24,987 at 6%; with 50% employer match about $24,987 at 4% or $16,658 at 6%; with 100% employer match about $18,740 at 4% or $12,493 at 6%. |
| NYCE CORPORATION EMPLOYEES TAX DEFERRED SAVINGS PLAN | - | 311 | $24,262,045 | $3,249,813 | $10,450iApproximate average salary by contribution assumption: employee only about $261,239 at 4% or $174,159 at 6%; with 50% employer match about $174,159 at 4% or $116,106 at 6%; with 100% employer match about $130,619 at 4% or $87,080 at 6%. |
| M & I Health Plan | - | 12,780 | $17,284,991 | $89,295,155 | $6,987iApproximate average salary by contribution assumption: employee only about $174,678 at 4% or $116,452 at 6%; with 50% employer match about $116,452 at 4% or $77,634 at 6%; with 100% employer match about $87,339 at 4% or $58,226 at 6%. |
| National City Bancorporation Pension Plan | - | 96 | $5,037,872 | - | - |
| MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY INCOME PLAN | - | 11,904 | $18,212 | $120,000 | $10iApproximate average salary by contribution assumption: employee only about $252 at 4% or $168 at 6%; with 50% employer match about $168 at 4% or $112 at 6%; with 100% employer match about $126 at 4% or $84 at 6%. |
| M&I FLEXIBLE BENEFITS PLAN | - | 14,547 | - | - | - |
| M & I Severance Pay Plan | - | 12,994 | - | - | - |
| M & I Life Insurance Plan | - | 12,258 | - | - | - |
| M & I Travel Accident Plan | - | 12,994 | - | - | - |
| M & I Health Plan | - | 0 | - | - | - |
| 2003 | 11 | 11,882 | $2,227,975,081 | $161,706,309 | $13,609iApproximate average salary by contribution assumption: employee only about $340,234 at 4% or $226,823 at 6%; with 50% employer match about $226,823 at 4% or $151,215 at 6%; with 100% employer match about $170,117 at 4% or $113,411 at 6%. |
| M&I RETIREMENT PROGRAM MASTER TRUST | - | 0 | $1,083,579,721 | - | - |
| M & I Incentive Savings Plan | - | 10,104 | $796,529,610 | $71,246,749 | $7,051iApproximate average salary by contribution assumption: employee only about $176,284 at 4% or $117,522 at 6%; with 50% employer match about $117,522 at 4% or $78,348 at 6%; with 100% employer match about $88,142 at 4% or $58,761 at 6%. |
| M&I Retirement Program/Employee Stock Ownership Plan | - | 7,427 | $336,509,331 | $11,156,606 | $1,502iApproximate average salary by contribution assumption: employee only about $37,554 at 4% or $25,036 at 6%; with 50% employer match about $25,036 at 4% or $16,691 at 6%; with 100% employer match about $18,777 at 4% or $12,518 at 6%. |
| National City Bancorporation Pension Plan | - | 102 | $6,012,106 | - | - |
| M & I Health Plan | - | 11,656 | $4,779,047 | $78,194,747 | $6,709iApproximate average salary by contribution assumption: employee only about $167,714 at 4% or $111,809 at 6%; with 50% employer match about $111,809 at 4% or $74,539 at 6%; with 100% employer match about $83,857 at 4% or $55,905 at 6%. |
| MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY INCOME PLAN | - | 10,881 | $565,266 | $1,000,000 | $92iApproximate average salary by contribution assumption: employee only about $2,298 at 4% or $1,532 at 6%; with 50% employer match about $1,532 at 4% or $1,021 at 6%; with 100% employer match about $1,149 at 4% or $766 at 6%. |
| SOUTHWEST BANK OF ST. LOUIS EMPLOYEES RETIREMENT PLAN | - | 0 | - | $108,207 | - |
| M & I Travel Accident Plan | - | 11,882 | - | - | - |
| M & I Severance Pay Plan | - | 11,882 | - | - | - |
| M&I FLEXIBLE BENEFITS PLAN | - | 11,559 | - | - | - |
| M & I Life Insurance Plan | - | 11,563 | - | - | - |
| 2002 | 15 | 13,373 | $1,694,384,031 | $146,377,581 | $10,946iApproximate average salary by contribution assumption: employee only about $273,644 at 4% or $182,429 at 6%; with 50% employer match about $182,429 at 4% or $121,619 at 6%; with 100% employer match about $136,822 at 4% or $91,215 at 6%. |
| M&I RETIREMENT PROGRAM MASTER TRUST | - | 0 | $809,853,215 | - | - |
| M & I Incentive Savings Plan | - | 11,974 | $626,494,713 | $67,927,723 | $5,673iApproximate average salary by contribution assumption: employee only about $141,823 at 4% or $94,549 at 6%; with 50% employer match about $94,549 at 4% or $63,033 at 6%; with 100% employer match about $70,912 at 4% or $47,274 at 6%. |
| M&I Retirement Program/Employee Stock Ownership Plan | - | 11,974 | $247,731,084 | $10,827,778 | $904iApproximate average salary by contribution assumption: employee only about $22,607 at 4% or $15,071 at 6%; with 50% employer match about $15,071 at 4% or $10,047 at 6%; with 100% employer match about $11,303 at 4% or $7,536 at 6%. |
| National City Bancorporation Pension Plan | - | 117 | $6,265,874 | - | - |
| M & I Health Plan | - | 12,295 | $3,974,579 | $67,622,080 | $5,500iApproximate average salary by contribution assumption: employee only about $137,499 at 4% or $91,666 at 6%; with 50% employer match about $91,666 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY INCOME PLAN | - | 11,755 | $64,566 | - | - |
| M & I Retirement Growth Plan Money Purchase Pension Portion | - | 0 | - | - | - |
| M&I FLEXIBLE BENEFITS PLAN | - | 13,373 | - | - | - |
| M & I Life Insurance Plan | - | 11,545 | - | - | - |
| M & I Travel Accident Plan | - | 12,517 | - | - | - |
| M&I CORP. M/T GROWTH PORTFOLIO | - | 0 | - | - | - |
| M&I CORP. M/T AGGRESSIVE PORTFOLIO | - | 0 | - | - | - |
| M&I MARSHALL & ILSLEY CO. STOCK FUND | - | 0 | - | - | - |
| M & I Severance Pay Plan | - | 12,517 | - | - | - |
| SOUTHWEST BANK OF ST. LOUIS EMPLOYEES RETIREMENT PLAN | - | 177 | - | - | - |
| 2001 | 18 | 11,729 | $551,221,319 | $63,609,262 | $5,423iApproximate average salary by contribution assumption: employee only about $135,581 at 4% or $90,387 at 6%; with 50% employer match about $90,387 at 4% or $60,258 at 6%; with 100% employer match about $67,791 at 4% or $45,194 at 6%. |
| M&I MARSHALL & ILSLEY CO. STOCK FUND | - | 0 | $338,036,734 | - | - |
| M & I Retirement Growth Plan Money Purchase Pension Portion | - | 9,635 | $88,556,769 | $7,957,348 | $826iApproximate average salary by contribution assumption: employee only about $20,647 at 4% or $13,765 at 6%; with 50% employer match about $13,765 at 4% or $9,176 at 6%; with 100% employer match about $10,323 at 4% or $6,882 at 6%. |
| M&I CORP. M/T AGGRESSIVE PORTFOLIO | - | 0 | $56,849,890 | - | - |
| M&I CORP M/T GROWTH PORTFOLIO | - | 0 | $45,321,886 | - | - |
| National City Bancorporation Pension Plan | - | 155 | $13,284,823 | - | - |
| SOUTHWEST BANK OF ST. LOUIS EMPLOYEES RETIREMENT PLAN | - | 270 | $4,649,445 | - | - |
| M & I Health Plan | - | 11,729 | $4,025,395 | $54,884,508 | $4,679iApproximate average salary by contribution assumption: employee only about $116,985 at 4% or $77,990 at 6%; with 50% employer match about $77,990 at 4% or $51,993 at 6%; with 100% employer match about $58,492 at 4% or $38,995 at 6%. |
| MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY INCOME PLAN | - | 10,371 | $496,377 | - | - |
| M&I FLEXIBLE BENEFITS PLAN | - | 11,026 | - | - | - |
| NATIONAL CITY BANCORPORATION SHORT TERM DISABILITY PLAN | - | 0 | - | - | - |
| NATIONAL CITY BANCORPORATION GROUP DENTAL PLAN | - | 0 | - | - | - |
| M & I Health Plan | - | 0 | - | - | - |
| NATIONAL CITY BANCORPORATION SEVERANCE PAY PLAN | - | 0 | - | - | - |
| M & I Travel Accident Plan | - | 0 | - | - | - |
| M & I Life Insurance Plan | - | 0 | - | - | - |
| M & I Life Insurance Plan | - | 11,026 | - | - | - |
| M & I Severance Pay Plan | - | 11,602 | - | - | - |
| NATIONAL CITY BANCORPORATION INCENTIVE SAVINGS PLAN | - | 0 | - | $767,406 | - |
| 2000 | 12 | 11,547 | $380,556,690 | $45,196,496 | $3,914iApproximate average salary by contribution assumption: employee only about $97,853 at 4% or $65,236 at 6%; with 50% employer match about $65,236 at 4% or $43,490 at 6%; with 100% employer match about $48,927 at 4% or $32,618 at 6%. |
| M&I MARSHALL & ILSLEY CO. STOCK FUND | - | 0 | $271,864,191 | - | - |
| M&I CORP. M/T AGGRESSIVE PORTFOLIO | - | 0 | $62,081,699 | - | - |
| M&I CORP. M/T GROWTH PORTFOLIO | - | 0 | $39,228,361 | - | - |
| M & I Health Plan | - | 11,047 | $7,382,439 | $45,196,496 | $4,091iApproximate average salary by contribution assumption: employee only about $102,282 at 4% or $68,188 at 6%; with 50% employer match about $68,188 at 4% or $45,459 at 6%; with 100% employer match about $51,141 at 4% or $34,094 at 6%. |
| M & I Severance Pay Plan | - | 10,852 | - | - | - |
| M & I Travel Accident Plan | - | 11,547 | - | - | - |
| M & I Life Insurance Plan | - | 10,368 | - | - | - |
| M&I FLEXIBLE BENEFITS PLAN | - | 11,117 | - | - | - |
| M & I Retirement Growth Plan Money Purchase Pension Portion | - | 9,319 | - | - | - |
| M & I Dental Plan | - | 0 | - | - | - |
| MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY INCOME PLAN | - | 9,973 | - | - | - |
| M & I Incentive Savings Plan | - | 10,902 | - | - | - |
| 1999 | 7 | 11,300 | $1,003,761,695 | $102,728,468 | $9,091iApproximate average salary by contribution assumption: employee only about $227,275 at 4% or $151,517 at 6%; with 50% employer match about $151,517 at 4% or $101,011 at 6%; with 100% employer match about $113,638 at 4% or $75,758 at 6%. |
| M & I Incentive Savings Plan | - | 11,300 | $904,666,243 | $53,364,062 | $4,722iApproximate average salary by contribution assumption: employee only about $118,062 at 4% or $78,708 at 6%; with 50% employer match about $78,708 at 4% or $52,472 at 6%; with 100% employer match about $59,031 at 4% or $39,354 at 6%. |
| M & I Retirement Growth Plan Money Purchase Pension Portion | - | 9,186 | $93,047,381 | $6,594,362 | $718iApproximate average salary by contribution assumption: employee only about $17,947 at 4% or $11,965 at 6%; with 50% employer match about $11,965 at 4% or $7,976 at 6%; with 100% employer match about $8,973 at 4% or $5,982 at 6%. |
| M & I Health Plan | - | 10,817 | $4,265,977 | $38,362,352 | $3,546iApproximate average salary by contribution assumption: employee only about $88,662 at 4% or $59,108 at 6%; with 50% employer match about $59,108 at 4% or $39,405 at 6%; with 100% employer match about $44,331 at 4% or $29,554 at 6%. |
| M & I Dental Plan | - | 10,817 | $1,782,094 | $4,407,692 | $407iApproximate average salary by contribution assumption: employee only about $10,187 at 4% or $6,791 at 6%; with 50% employer match about $6,791 at 4% or $4,528 at 6%; with 100% employer match about $5,093 at 4% or $3,396 at 6%. |
| M & I Severance Pay Plan | - | 10,964 | - | - | - |
| M & I Travel Accident Plan | - | 11,033 | - | - | - |
| M & I Life Insurance Plan | - | 10,108 | - | - | - |