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Plan Name | PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SIGNIFY NORTH AMERICA CORPORATION |
Employer identification number (EIN): | 043391805 |
NAIC Classification: | 339900 |
Additional information about SIGNIFY NORTH AMERICA CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2016-11-02 |
Company Identification Number: | 0802575813 |
Legal Registered Office Address: |
400 CROSSING BLVD STE 600 BRIDGEWATER United States of America (USA) 08807 |
More information about SIGNIFY NORTH AMERICA CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | MARY STRAUCH | |||
003 | 2016-08-01 | MARY STRAUCH | |||
003 | 2016-08-01 |
Measure | Date | Value |
---|---|---|
2022: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 536,774,886 |
Acturial value of plan assets | 2022-12-31 | 531,832,203 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 337,236,307 |
Number of terminated vested participants | 2022-12-31 | 1,440 |
Fundng target for terminated vested participants | 2022-12-31 | 64,179,906 |
Active participant vested funding target | 2022-12-31 | 33,774,859 |
Number of active participants | 2022-12-31 | 266 |
Total funding liabilities for active participants | 2022-12-31 | 35,587,888 |
Total participant count | 2022-12-31 | 6,770 |
Total funding target for all participants | 2022-12-31 | 437,004,101 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 45,909,864 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 886,308 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 45,023,556 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 44,775,926 |
Total employer contributions | 2022-12-31 | 5,000,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 4,583,964 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 2,269,784 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 4,583,964 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 6,695 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4,176 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,180 |
Total of all active and inactive participants | 2022-01-01 | 5,586 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 800 |
Total participants | 2022-01-01 | 6,386 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 596,582,454 |
Acturial value of plan assets | 2021-12-31 | 536,924,209 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 346,636,778 |
Number of terminated vested participants | 2021-12-31 | 1,512 |
Fundng target for terminated vested participants | 2021-12-31 | 63,362,927 |
Active participant vested funding target | 2021-12-31 | 44,529,609 |
Number of active participants | 2021-12-31 | 494 |
Total funding liabilities for active participants | 2021-12-31 | 45,900,670 |
Total participant count | 2021-12-31 | 7,189 |
Total funding target for all participants | 2021-12-31 | 455,900,375 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 43,623,057 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 3,819,117 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 39,803,940 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 45,909,864 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 1,812,406 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 886,308 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 7,121 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 266 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4,303 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,334 |
Total of all active and inactive participants | 2021-01-01 | 5,903 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 792 |
Total participants | 2021-01-01 | 6,695 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 565,661,626 |
Acturial value of plan assets | 2020-12-31 | 527,276,714 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 372,387,328 |
Number of terminated vested participants | 2020-12-31 | 1,572 |
Fundng target for terminated vested participants | 2020-12-31 | 69,672,681 |
Active participant vested funding target | 2020-12-31 | 48,901,052 |
Number of active participants | 2020-12-31 | 558 |
Total funding liabilities for active participants | 2020-12-31 | 51,097,218 |
Total participant count | 2020-12-31 | 7,532 |
Total funding target for all participants | 2020-12-31 | 493,157,227 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 39,996,185 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 5,092,155 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 34,904,030 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 43,623,057 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,819,678 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 9,503,570 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 3,545,230 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 3,819,117 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 7,466 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 494 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4,473 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,379 |
Total of all active and inactive participants | 2020-01-01 | 6,346 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 775 |
Total participants | 2020-01-01 | 7,121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 507,470,645 |
Acturial value of plan assets | 2019-12-31 | 540,218,829 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 374,823,531 |
Number of terminated vested participants | 2019-12-31 | 1,699 |
Fundng target for terminated vested participants | 2019-12-31 | 66,663,957 |
Active participant vested funding target | 2019-12-31 | 65,748,872 |
Number of active participants | 2019-12-31 | 763 |
Total funding liabilities for active participants | 2019-12-31 | 68,333,385 |
Total participant count | 2019-12-31 | 7,913 |
Total funding target for all participants | 2019-12-31 | 509,820,873 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 43,478,840 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 43,478,840 |
Present value of excess contributions | 2019-12-31 | 18,254,752 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 19,267,891 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 39,996,185 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 3,532,560 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 9,598,229 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 5,092,155 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 5,092,155 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 7,913 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 558 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4,676 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,469 |
Total of all active and inactive participants | 2019-01-01 | 6,703 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 763 |
Total participants | 2019-01-01 | 7,466 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 592,600,366 |
Acturial value of plan assets | 2018-12-31 | 571,464,389 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 364,126,543 |
Number of terminated vested participants | 2018-12-31 | 1,718 |
Fundng target for terminated vested participants | 2018-12-31 | 66,643,776 |
Active participant vested funding target | 2018-12-31 | 79,958,620 |
Number of active participants | 2018-12-31 | 912 |
Total funding liabilities for active participants | 2018-12-31 | 83,325,736 |
Total participant count | 2018-12-31 | 8,209 |
Total funding target for all participants | 2018-12-31 | 514,096,055 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 19,300,000 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 19,300,000 |
Present value of excess contributions | 2018-12-31 | 27,273,538 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 28,844,494 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 21,500,000 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 43,478,840 |
Total employer contributions | 2018-12-31 | 20,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 18,254,752 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 2,721,044 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 18,254,752 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 8,140 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 763 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4,776 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,591 |
Total of all active and inactive participants | 2018-01-01 | 7,130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 716 |
Total participants | 2018-01-01 | 7,846 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 548,960,339 |
Acturial value of plan assets | 2017-12-31 | 548,960,339 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 371,316,790 |
Number of terminated vested participants | 2017-12-31 | 1,796 |
Fundng target for terminated vested participants | 2017-12-31 | 60,853,919 |
Active participant vested funding target | 2017-12-31 | 87,999,025 |
Number of active participants | 2017-12-31 | 1,053 |
Total funding liabilities for active participants | 2017-12-31 | 92,158,278 |
Total participant count | 2017-12-31 | 8,595 |
Total funding target for all participants | 2017-12-31 | 524,328,987 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 46,764,664 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 49,556,514 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 19,300,000 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 19,300,000 |
Total employer contributions | 2017-12-31 | 30,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 27,273,538 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 5,259,872 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 27,273,538 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 8,527 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 912 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 4,918 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,626 |
Total of all active and inactive participants | 2017-01-01 | 7,456 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 686 |
Total participants | 2017-01-01 | 8,142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 13 |
2016: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 514,849,772 |
Acturial value of plan assets | 2016-12-31 | 514,849,772 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 366,888,681 |
Number of terminated vested participants | 2016-12-31 | 1,980 |
Fundng target for terminated vested participants | 2016-12-31 | 64,285,727 |
Active participant vested funding target | 2016-12-31 | 92,948,733 |
Number of active participants | 2016-12-31 | 1,136 |
Total funding liabilities for active participants | 2016-12-31 | 98,584,449 |
Total participant count | 2016-12-31 | 8,970 |
Total funding target for all participants | 2016-12-31 | 529,758,857 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 53,850,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 48,880,002 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 517,414 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 9,671,292 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 2,115,338 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 2,115,338 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 48,880,002 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-08-01 | 8,578 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 1,053 |
Number of retired or separated participants receiving benefits | 2016-08-01 | 5,126 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 1,701 |
Total of all active and inactive participants | 2016-08-01 | 7,880 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 647 |
Total participants | 2016-08-01 | 8,527 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 4 |
Measure | Date | Value |
---|---|---|
2022 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,394,654 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,051,023 |
Total income from all sources (including contributions) | 2022-12-31 | $-107,881,864 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $50,591,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $47,640,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,000,000 |
Value of total assets at end of year | 2022-12-31 | $380,696,123 |
Value of total assets at beginning of year | 2022-12-31 | $539,825,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,951,118 |
Total interest from all sources | 2022-12-31 | $16,319 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $180,710 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $5,846 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $9,381 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $97,320 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $97,685 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,040,330 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,700,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,000,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $2,700,000 |
Other income not declared elsewhere | 2022-12-31 | $-2,002 |
Administrative expenses (other) incurred | 2022-12-31 | $1,069,784 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $394,654 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $351,023 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-158,473,417 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $378,301,469 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $536,774,886 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $836,181 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $365,291,742 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $529,293,120 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $8,260,885 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $7,725,723 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $7,725,723 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $16,319 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-112,896,181 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $5,000,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $5,000,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $47,640,435 |
Contract administrator fees | 2022-12-31 | $864,443 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2022-12-31 | 871363769 |
2021 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,051,023 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,632,306 |
Total income from all sources (including contributions) | 2021-12-31 | $-2,314,005 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $57,493,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $55,094,892 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $539,825,909 |
Value of total assets at beginning of year | 2021-12-31 | $601,214,760 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,398,671 |
Total interest from all sources | 2021-12-31 | $879 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $64,986 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $9,381 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $11,558 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $97,685 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $87,742 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,700,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $4,579,185 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $2,700,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $4,312,400 |
Other income not declared elsewhere | 2021-12-31 | $8,239 |
Administrative expenses (other) incurred | 2021-12-31 | $612,406 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $351,023 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $319,906 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-59,807,568 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $536,774,886 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $596,582,454 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $858,299 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $529,293,120 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $592,677,537 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $7,725,723 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,858,738 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,858,738 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $879 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-2,323,123 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $55,094,892 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $862,980 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2021-12-31 | 871363769 |
2020 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-25,189,625 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-25,189,625 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,632,306 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,166,475 |
Total income from all sources (including contributions) | 2020-12-31 | $84,209,573 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $53,288,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $50,260,241 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $601,214,760 |
Value of total assets at beginning of year | 2020-12-31 | $567,828,101 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,028,504 |
Total interest from all sources | 2020-12-31 | $10,065,551 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $1,297,575 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $11,558 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $22,096 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $87,742 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $3,599,094 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $4,579,185 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $5,139,802 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $4,312,400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,880,080 |
Other income not declared elsewhere | 2020-12-31 | $100,788,596 |
Administrative expenses (other) incurred | 2020-12-31 | $59,312 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $319,906 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $286,395 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $30,920,828 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $596,582,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $565,661,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $1,498,687 |
Income. Interest from US Government securities | 2020-12-31 | $507,056 |
Income. Interest from corporate debt instruments | 2020-12-31 | $9,533,427 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $592,677,537 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $56,116,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,858,738 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $11,167,452 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $11,167,452 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $25,068 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $53,041,997 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $91,695,531 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $-1,454,949 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $50,260,241 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $347,045,467 |
Contract administrator fees | 2020-12-31 | $172,930 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2020-12-31 | 131639826 |
2019 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,166,475 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,654,682 |
Total income from all sources (including contributions) | 2019-12-31 | $117,217,661 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $59,758,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $54,838,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $567,828,101 |
Value of total assets at beginning of year | 2019-12-31 | $511,857,436 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,920,161 |
Total interest from all sources | 2019-12-31 | $13,908,597 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $225,552 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $22,096 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $38,311 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $3,599,094 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,079,337 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $5,139,802 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $7,422,957 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,880,080 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $3,384,632 |
Other income not declared elsewhere | 2019-12-31 | $103,309,064 |
Administrative expenses (other) incurred | 2019-12-31 | $2,907,902 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $286,395 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $270,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $57,458,872 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $565,661,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $508,202,754 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $910,610 |
Income. Interest from corporate debt instruments | 2019-12-31 | $13,908,597 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $56,116,662 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $57,415,567 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $11,167,452 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $23,789,646 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $23,789,646 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $53,041,997 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $29,023,789 |
Asset value of US Government securities at end of year | 2019-12-31 | $91,695,531 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $78,930,887 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $20,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $54,838,628 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $347,045,467 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $294,156,520 |
Contract administrator fees | 2019-12-31 | $876,097 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $422 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2019-12-31 | 131639826 |
2018 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,654,682 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,776,373 |
Total income from all sources (including contributions) | 2018-12-31 | $-22,079,940 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $63,473,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $59,521,145 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $20,000,000 |
Value of total assets at end of year | 2018-12-31 | $511,857,436 |
Value of total assets at beginning of year | 2018-12-31 | $595,532,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,952,033 |
Total interest from all sources | 2018-12-31 | $14,344,111 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $251,739 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $38,311 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $47,514 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,079,337 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $-444,387 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $7,422,957 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $4,582,313 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $3,384,632 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,487,281 |
Other income not declared elsewhere | 2018-12-31 | $-56,424,051 |
Administrative expenses (other) incurred | 2018-12-31 | $1,516,986 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $270,050 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $289,092 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-85,553,118 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $508,202,754 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $593,755,872 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $3,747,358 |
Investment advisory and management fees | 2018-12-31 | $1,319,638 |
Income. Interest from corporate debt instruments | 2018-12-31 | $14,344,111 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $57,415,567 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $59,993,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $23,789,646 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $30,921,332 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $30,921,332 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $29,023,789 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $47,305,514 |
Asset value of US Government securities at end of year | 2018-12-31 | $78,930,887 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $77,406,398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $20,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $20,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $30,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $59,521,145 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $294,156,520 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $341,685,267 |
Contract administrator fees | 2018-12-31 | $863,670 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $422 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $287,823 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2018-12-31 | 131639826 |
2017 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $79,093 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,776,373 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,371,115 |
Total income from all sources (including contributions) | 2017-12-31 | $98,779,176 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $56,034,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $49,461,258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $30,000,000 |
Value of total assets at end of year | 2017-12-31 | $595,532,245 |
Value of total assets at beginning of year | 2017-12-31 | $553,461,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,573,511 |
Total interest from all sources | 2017-12-31 | $13,768,648 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $1,014,183 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $47,514 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $47,389 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $-444,387 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $24,280,191 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $4,582,313 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $4,612,960 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,487,281 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $2,010,513 |
Other income not declared elsewhere | 2017-12-31 | $55,010,528 |
Administrative expenses (other) incurred | 2017-12-31 | $4,194,262 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $289,092 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $360,602 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $42,744,407 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $593,755,872 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $551,090,558 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $3,747,358 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $13,230,419 |
Investment advisory and management fees | 2017-12-31 | $1,159,967 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,969,187 |
Income. Interest from corporate debt instruments | 2017-12-31 | $13,768,648 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $59,993,113 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $141,045,061 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $30,921,332 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,272,564 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,272,564 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $47,305,514 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $24,579,304 |
Asset value of US Government securities at end of year | 2017-12-31 | $77,406,398 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $191,220,880 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $30,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $30,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $53,850,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $49,461,258 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $58,568,477 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $341,685,267 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $31,116,487 |
Contract administrator fees | 2017-12-31 | $205,099 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $287,823 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $668,754 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2017-12-31 | 131639826 |
2016 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-38,816,327 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-38,816,327 |
Total transfer of assets to this plan | 2016-12-31 | $554,980,945 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,371,115 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $16,794,469 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $20,684,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $20,034,573 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $53,850,000 |
Value of total assets at end of year | 2016-12-31 | $553,461,673 |
Value of total assets at beginning of year | 2016-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $650,283 |
Total interest from all sources | 2016-12-31 | $1,437,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $323,691 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $32,604 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $47,389 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $17,700,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $24,280,191 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $4,612,960 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $2,010,513 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $360,602 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-3,890,387 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $551,090,558 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $13,230,419 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $141,682 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,969,187 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $1,437,105 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $141,045,061 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,272,564 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $24,579,304 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $191,220,880 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $53,850,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $53,850,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $323,691 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $20,034,573 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $58,568,477 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $31,116,487 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $475,997 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $668,754 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2016-12-31 | 131639826 |
2022: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2016 form 5500 responses | ||
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | First time form 5500 has been submitted | Yes |
2016-08-01 | Submission has been amended | Yes |
2016-08-01 | This submission is the final filing | No |
2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-08-01 | Plan is a collectively bargained plan | No |
2016-08-01 | Plan funding arrangement – Trust | Yes |
2016-08-01 | Plan benefit arrangement - Trust | Yes |