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PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 401k Plan overview

Plan NamePHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN
Plan identification number 003

PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SIGNIFY NORTH AMERICA CORPORATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MARY STRAUCH
0032016-08-01MARY STRAUCH
0032016-08-01

Plan Statistics for PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN

401k plan membership statisitcs for PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN

Measure Date Value
2022: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31536,774,886
Acturial value of plan assets2022-12-31531,832,203
Funding target for retired participants and beneficiaries receiving payment2022-12-31337,236,307
Number of terminated vested participants2022-12-311,440
Fundng target for terminated vested participants2022-12-3164,179,906
Active participant vested funding target2022-12-3133,774,859
Number of active participants2022-12-31266
Total funding liabilities for active participants2022-12-3135,587,888
Total participant count2022-12-316,770
Total funding target for all participants2022-12-31437,004,101
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3145,909,864
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31886,308
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3145,023,556
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3144,775,926
Total employer contributions2022-12-315,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-314,583,964
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,269,784
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-314,583,964
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-016,695
Total number of active participants reported on line 7a of the Form 55002022-01-01230
Number of retired or separated participants receiving benefits2022-01-014,176
Number of other retired or separated participants entitled to future benefits2022-01-011,180
Total of all active and inactive participants2022-01-015,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01800
Total participants2022-01-016,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31596,582,454
Acturial value of plan assets2021-12-31536,924,209
Funding target for retired participants and beneficiaries receiving payment2021-12-31346,636,778
Number of terminated vested participants2021-12-311,512
Fundng target for terminated vested participants2021-12-3163,362,927
Active participant vested funding target2021-12-3144,529,609
Number of active participants2021-12-31494
Total funding liabilities for active participants2021-12-3145,900,670
Total participant count2021-12-317,189
Total funding target for all participants2021-12-31455,900,375
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3143,623,057
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-313,819,117
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3139,803,940
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3145,909,864
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,812,406
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31886,308
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-017,121
Total number of active participants reported on line 7a of the Form 55002021-01-01266
Number of retired or separated participants receiving benefits2021-01-014,303
Number of other retired or separated participants entitled to future benefits2021-01-011,334
Total of all active and inactive participants2021-01-015,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01792
Total participants2021-01-016,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31565,661,626
Acturial value of plan assets2020-12-31527,276,714
Funding target for retired participants and beneficiaries receiving payment2020-12-31372,387,328
Number of terminated vested participants2020-12-311,572
Fundng target for terminated vested participants2020-12-3169,672,681
Active participant vested funding target2020-12-3148,901,052
Number of active participants2020-12-31558
Total funding liabilities for active participants2020-12-3151,097,218
Total participant count2020-12-317,532
Total funding target for all participants2020-12-31493,157,227
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3139,996,185
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-315,092,155
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3134,904,030
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3143,623,057
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,819,678
Net shortfall amortization installment of oustanding balance2020-12-319,503,570
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-313,545,230
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-313,819,117
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-017,466
Total number of active participants reported on line 7a of the Form 55002020-01-01494
Number of retired or separated participants receiving benefits2020-01-014,473
Number of other retired or separated participants entitled to future benefits2020-01-011,379
Total of all active and inactive participants2020-01-016,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01775
Total participants2020-01-017,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31507,470,645
Acturial value of plan assets2019-12-31540,218,829
Funding target for retired participants and beneficiaries receiving payment2019-12-31374,823,531
Number of terminated vested participants2019-12-311,699
Fundng target for terminated vested participants2019-12-3166,663,957
Active participant vested funding target2019-12-3165,748,872
Number of active participants2019-12-31763
Total funding liabilities for active participants2019-12-3168,333,385
Total participant count2019-12-317,913
Total funding target for all participants2019-12-31509,820,873
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3143,478,840
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3143,478,840
Present value of excess contributions2019-12-3118,254,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3119,267,891
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3139,996,185
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-313,532,560
Net shortfall amortization installment of oustanding balance2019-12-319,598,229
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,092,155
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-315,092,155
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017,913
Total number of active participants reported on line 7a of the Form 55002019-01-01558
Number of retired or separated participants receiving benefits2019-01-014,676
Number of other retired or separated participants entitled to future benefits2019-01-011,469
Total of all active and inactive participants2019-01-016,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01763
Total participants2019-01-017,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31592,600,366
Acturial value of plan assets2018-12-31571,464,389
Funding target for retired participants and beneficiaries receiving payment2018-12-31364,126,543
Number of terminated vested participants2018-12-311,718
Fundng target for terminated vested participants2018-12-3166,643,776
Active participant vested funding target2018-12-3179,958,620
Number of active participants2018-12-31912
Total funding liabilities for active participants2018-12-3183,325,736
Total participant count2018-12-318,209
Total funding target for all participants2018-12-31514,096,055
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3119,300,000
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3119,300,000
Present value of excess contributions2018-12-3127,273,538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3128,844,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3121,500,000
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3143,478,840
Total employer contributions2018-12-3120,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3118,254,752
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,721,044
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3118,254,752
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-018,140
Total number of active participants reported on line 7a of the Form 55002018-01-01763
Number of retired or separated participants receiving benefits2018-01-014,776
Number of other retired or separated participants entitled to future benefits2018-01-011,591
Total of all active and inactive participants2018-01-017,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01716
Total participants2018-01-017,846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31548,960,339
Acturial value of plan assets2017-12-31548,960,339
Funding target for retired participants and beneficiaries receiving payment2017-12-31371,316,790
Number of terminated vested participants2017-12-311,796
Fundng target for terminated vested participants2017-12-3160,853,919
Active participant vested funding target2017-12-3187,999,025
Number of active participants2017-12-311,053
Total funding liabilities for active participants2017-12-3192,158,278
Total participant count2017-12-318,595
Total funding target for all participants2017-12-31524,328,987
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3146,764,664
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3149,556,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3119,300,000
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3119,300,000
Total employer contributions2017-12-3130,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3127,273,538
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,259,872
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3127,273,538
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018,527
Total number of active participants reported on line 7a of the Form 55002017-01-01912
Number of retired or separated participants receiving benefits2017-01-014,918
Number of other retired or separated participants entitled to future benefits2017-01-011,626
Total of all active and inactive participants2017-01-017,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01686
Total participants2017-01-018,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31514,849,772
Acturial value of plan assets2016-12-31514,849,772
Funding target for retired participants and beneficiaries receiving payment2016-12-31366,888,681
Number of terminated vested participants2016-12-311,980
Fundng target for terminated vested participants2016-12-3164,285,727
Active participant vested funding target2016-12-3192,948,733
Number of active participants2016-12-311,136
Total funding liabilities for active participants2016-12-3198,584,449
Total participant count2016-12-318,970
Total funding target for all participants2016-12-31529,758,857
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3153,850,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3148,880,002
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31517,414
Net shortfall amortization installment of oustanding balance2016-12-319,671,292
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,115,338
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-312,115,338
Contributions allocatedtoward minimum required contributions for current year2016-12-3148,880,002
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-08-018,578
Total number of active participants reported on line 7a of the Form 55002016-08-011,053
Number of retired or separated participants receiving benefits2016-08-015,126
Number of other retired or separated participants entitled to future benefits2016-08-011,701
Total of all active and inactive participants2016-08-017,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-01647
Total participants2016-08-018,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-014

Financial Data on PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN

Measure Date Value
2022 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$50,591,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$380,696,123
Value of total assets at beginning of year2022-12-31$539,825,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,951,118
Total interest from all sources2022-12-31$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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$180,710
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$5,846
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$9,381
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$97,320
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$97,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,040,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,700,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,000,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,700,000
Other income not declared elsewhere2022-12-31$-2,002
Administrative expenses (other) incurred2022-12-31$1,069,784
Liabilities. Value of operating payables at end of year2022-12-31$394,654
Liabilities. Value of operating payables at beginning of year2022-12-31$351,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$836,181
Value of interest in common/collective trusts at end of year2022-12-31$365,291,742
Value of interest in common/collective trusts at beginning of year2022-12-31$529,293,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,260,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,725,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,725,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,319
Net investment gain or loss from common/collective trusts2022-12-31$-112,896,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$5,000,000
Employer contributions (assets) at end of year2022-12-31$5,000,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$47,640,435
Contract administrator fees2022-12-31$864,443
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$57,493,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$539,825,909
Value of total assets at beginning of year2021-12-31$601,214,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,398,671
Total interest from all sources2021-12-31$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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$64,986
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$9,381
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$11,558
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$97,685
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$87,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,700,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,579,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,700,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,312,400
Other income not declared elsewhere2021-12-31$8,239
Administrative expenses (other) incurred2021-12-31$612,406
Liabilities. Value of operating payables at end of year2021-12-31$351,023
Liabilities. Value of operating payables at beginning of year2021-12-31$319,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$858,299
Value of interest in common/collective trusts at end of year2021-12-31$529,293,120
Value of interest in common/collective trusts at beginning of year2021-12-31$592,677,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,725,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,858,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$-2,323,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$55,094,892
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$862,980
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-25,189,625
Total unrealized appreciation/depreciation of assets2020-12-31$-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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$53,288,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$601,214,760
Value of total assets at beginning of year2020-12-31$567,828,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,028,504
Total interest from all sources2020-12-31$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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,297,575
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$11,558
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$22,096
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$87,742
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,599,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,579,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,139,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,312,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,880,080
Other income not declared elsewhere2020-12-31$100,788,596
Administrative expenses (other) incurred2020-12-31$59,312
Liabilities. Value of operating payables at end of year2020-12-31$319,906
Liabilities. Value of operating payables at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,498,687
Income. Interest from US Government securities2020-12-31$507,056
Income. Interest from corporate debt instruments2020-12-31$9,533,427
Value of interest in common/collective trusts at end of year2020-12-31$592,677,537
Value of interest in common/collective trusts at beginning of year2020-12-31$56,116,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,858,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,167,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$53,041,997
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$91,695,531
Net investment gain or loss from common/collective trusts2020-12-31$-1,454,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$50,260,241
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$347,045,467
Contract administrator fees2020-12-31$172,930
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$59,758,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$567,828,101
Value of total assets at beginning of year2019-12-31$511,857,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,920,161
Total interest from all sources2019-12-31$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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$225,552
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$22,096
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$38,311
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,599,094
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,079,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,139,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,422,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,880,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,384,632
Other income not declared elsewhere2019-12-31$103,309,064
Administrative expenses (other) incurred2019-12-31$2,907,902
Liabilities. Value of operating payables at end of year2019-12-31$286,395
Liabilities. Value of operating payables at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$910,610
Income. Interest from corporate debt instruments2019-12-31$13,908,597
Value of interest in common/collective trusts at end of year2019-12-31$56,116,662
Value of interest in common/collective trusts at beginning of year2019-12-31$57,415,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,167,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$23,789,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$23,789,646
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$53,041,997
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$29,023,789
Asset value of US Government securities at end of year2019-12-31$91,695,531
Asset value of US Government securities at beginning of year2019-12-31$78,930,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$54,838,628
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$347,045,467
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$294,156,520
Contract administrator fees2019-12-31$876,097
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$422
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
2018 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$63,473,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$511,857,436
Value of total assets at beginning of year2018-12-31$595,532,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,952,033
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$251,739
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$38,311
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$47,514
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,079,337
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$-444,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,422,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,582,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,384,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,487,281
Other income not declared elsewhere2018-12-31$-56,424,051
Administrative expenses (other) incurred2018-12-31$1,516,986
Liabilities. Value of operating payables at end of year2018-12-31$270,050
Liabilities. Value of operating payables at beginning of year2018-12-31$289,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$3,747,358
Investment advisory and management fees2018-12-31$1,319,638
Income. Interest from corporate debt instruments2018-12-31$14,344,111
Value of interest in common/collective trusts at end of year2018-12-31$57,415,567
Value of interest in common/collective trusts at beginning of year2018-12-31$59,993,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$23,789,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$30,921,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$30,921,332
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$29,023,789
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$47,305,514
Asset value of US Government securities at end of year2018-12-31$78,930,887
Asset value of US Government securities at beginning of year2018-12-31$77,406,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,000,000
Employer contributions (assets) at end of year2018-12-31$20,000,000
Employer contributions (assets) at beginning of year2018-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$59,521,145
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$294,156,520
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$341,685,267
Contract administrator fees2018-12-31$863,670
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$422
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$287,823
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$56,034,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$595,532,245
Value of total assets at beginning of year2017-12-31$553,461,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,573,511
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,014,183
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$47,514
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$47,389
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$-444,387
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$24,280,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,582,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,612,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,487,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,010,513
Other income not declared elsewhere2017-12-31$55,010,528
Administrative expenses (other) incurred2017-12-31$4,194,262
Liabilities. Value of operating payables at end of year2017-12-31$289,092
Liabilities. Value of operating payables at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$3,747,358
Assets. partnership/joint venture interests at beginning of year2017-12-31$13,230,419
Investment advisory and management fees2017-12-31$1,159,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,969,187
Income. Interest from corporate debt instruments2017-12-31$13,768,648
Value of interest in common/collective trusts at end of year2017-12-31$59,993,113
Value of interest in common/collective trusts at beginning of year2017-12-31$141,045,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$30,921,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,272,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,272,564
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$47,305,514
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$24,579,304
Asset value of US Government securities at end of year2017-12-31$77,406,398
Asset value of US Government securities at beginning of year2017-12-31$191,220,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,000,000
Employer contributions (assets) at end of year2017-12-31$30,000,000
Employer contributions (assets) at beginning of year2017-12-31$53,850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$49,461,258
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$58,568,477
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$341,685,267
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$31,116,487
Contract administrator fees2017-12-31$205,099
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$287,823
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$668,754
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-38,816,327
Total unrealized appreciation/depreciation of assets2016-12-31$-38,816,327
Total transfer of assets to this plan2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$20,684,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$553,461,673
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$650,283
Total interest from all sources2016-12-31$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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$32,604
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$47,389
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$17,700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$24,280,191
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,612,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,010,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$360,602
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$13,230,419
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$141,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,969,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$1,437,105
Value of interest in common/collective trusts at end of year2016-12-31$141,045,061
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,272,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$24,579,304
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$191,220,880
Asset value of US Government securities at beginning of year2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$53,850,000
Employer contributions (assets) at end of year2016-12-31$53,850,000
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$323,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,034,573
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$58,568,477
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$31,116,487
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$475,997
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$668,754
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826

Form 5500 Responses for PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN

2022: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHILIPS LIGHTING NORTH AMERICA CORPORATION PENSION PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01First time form 5500 has been submittedYes
2016-08-01Submission has been amendedYes
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes

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