401k Plan data: MALLINCKRODT CASH BALANCE PENSION PLAN plan

MALLINCKRODT CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	MALLINCKRODT CASH BALANCE PENSION PLAN
Plan identification number	007

MALLINCKRODT CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COVIDIEN LP has sponsored the creation of one or more 401k plans.

Company Name: COVIDIEN LP

Employer identification number (EIN): 020502162

NAIC Classification: 339110

Additional information about COVIDIEN LP

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1998-10-13

Company Identification Number: 0011333211

Legal Registered Office Address: 15 HAMPSHIRE ST ATTN: MARNI NICHOLAS

MANSFIELD
United States of America (USA)
02048

More information about COVIDIEN LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MALLINCKRODT CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2012-01-01 JOSEPH MONGELLI JOSEPH MONGELLI 2013-10-10
007 2011-01-01 JOSEPH MONGELLI JOSEPH MONGELLI 2012-10-10
007 2009-01-01 JOSEPH MONGELLI JOSEPH MONGELLI 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
007	2012-01-01	JOSEPH MONGELLI	JOSEPH MONGELLI	2013-10-10
007	2011-01-01	JOSEPH MONGELLI	JOSEPH MONGELLI	2012-10-10
007	2009-01-01	JOSEPH MONGELLI	JOSEPH MONGELLI	2010-10-12

Plan Statistics for MALLINCKRODT CASH BALANCE PENSION PLAN

401k plan membership statisitcs for MALLINCKRODT CASH BALANCE PENSION PLAN

Measure Date Value
2012: MALLINCKRODT CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,498
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 666
Number of retired or separated participants receiving benefits 2012-01-01 29
Number of other retired or separated participants entitled to future benefits 2012-01-01 760
Total of all active and inactive participants 2012-01-01 1,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 7
Total participants 2012-01-01 1,462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MALLINCKRODT CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,598
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 733
Number of retired or separated participants receiving benefits 2011-01-01 29
Number of other retired or separated participants entitled to future benefits 2011-01-01 730
Total of all active and inactive participants 2011-01-01 1,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 6
Total participants 2011-01-01 1,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MALLINCKRODT CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,879
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,013
Number of retired or separated participants receiving benefits 2009-01-01 17
Number of other retired or separated participants entitled to future benefits 2009-01-01 764
Total of all active and inactive participants 2009-01-01 1,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 1,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: MALLINCKRODT CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,498
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	666
Number of retired or separated participants receiving benefits	2012-01-01	29
Number of other retired or separated participants entitled to future benefits	2012-01-01	760
Total of all active and inactive participants	2012-01-01	1,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	7
Total participants	2012-01-01	1,462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MALLINCKRODT CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,598
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	733
Number of retired or separated participants receiving benefits	2011-01-01	29
Number of other retired or separated participants entitled to future benefits	2011-01-01	730
Total of all active and inactive participants	2011-01-01	1,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	6
Total participants	2011-01-01	1,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MALLINCKRODT CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,879
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,013
Number of retired or separated participants receiving benefits	2009-01-01	17
Number of other retired or separated participants entitled to future benefits	2009-01-01	764
Total of all active and inactive participants	2009-01-01	1,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	1,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MALLINCKRODT CASH BALANCE PENSION PLAN

Measure	Date	Value
2012 : MALLINCKRODT CASH BALANCE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$143,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$152,629
Total income from all sources (including contributions)	2012-12-31	$2,524,033
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,332,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,073,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$17,807,843
Value of total assets at beginning of year	2012-12-31	$16,625,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$258,203
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$172,763
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$53,779
Liabilities. Value of operating payables at end of year	2012-12-31	$143,396
Liabilities. Value of operating payables at beginning of year	2012-12-31	$152,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,192,010
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$17,664,447
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$16,472,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$31,661
Value of interest in master investment trust accounts at end of year	2012-12-31	$17,807,843
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$16,625,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$0
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,073,820
Contract administrator fees	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	O'BRIEN, RILEY & RYAN
Accountancy firm EIN	2012-12-31	043176941
2011 : MALLINCKRODT CASH BALANCE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$152,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$185,751
Total income from all sources (including contributions)	2011-12-31	$669,909
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,094,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,741,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$16,625,066
Value of total assets at beginning of year	2011-12-31	$18,082,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$352,661
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$260,096
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$65,088
Liabilities. Value of operating payables at end of year	2011-12-31	$152,629
Liabilities. Value of operating payables at beginning of year	2011-12-31	$185,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,424,567
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$16,472,437
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,897,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$27,477
Value of interest in master investment trust accounts at end of year	2011-12-31	$16,625,066
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$18,082,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,741,815
Contract administrator fees	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	O'BRIEN, RILEY & RYAN
Accountancy firm EIN	2011-12-31	043176941
2010 : MALLINCKRODT CASH BALANCE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$185,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$114,361
Total income from all sources (including contributions)	2010-12-31	$3,112,261
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,560,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,225,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$562,322
Value of total assets at end of year	2010-12-31	$18,082,755
Value of total assets at beginning of year	2010-12-31	$17,459,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$334,924
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$232,141
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$73,400
Liabilities. Value of operating payables at end of year	2010-12-31	$185,751
Liabilities. Value of operating payables at beginning of year	2010-12-31	$114,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$552,122
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,897,004
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,344,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$29,383
Value of interest in master investment trust accounts at end of year	2010-12-31	$18,082,755
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$17,459,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$562,322
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,225,215
Contract administrator fees	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	O'BRIEN, RILEY & RYAN
Accountancy firm EIN	2010-12-31	043176941
2009 : MALLINCKRODT CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MALLINCKRODT CASH BALANCE PENSION PLAN

2012: MALLINCKRODT CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MALLINCKRODT CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MALLINCKRODT CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MALLINCKRODT CASH BALANCE PENSION PLAN [EIN = 364679061]

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Company Name:	COVIDIEN LP
Employer identification number (EIN):	020502162
NAIC Classification:	339110

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1998-10-13
Company Identification Number:	0011333211
Legal Registered Office Address:	15 HAMPSHIRE ST ATTN: MARNI NICHOLAS MANSFIELD United States of America (USA) 02048