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RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC.
Plan identification number 007

RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ERICSSON INC. has sponsored the creation of one or more 401k plans.

Company Name:ERICSSON INC.
Employer identification number (EIN):061119960
NAIC Classification:517000

Additional information about ERICSSON INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1992-04-10
Company Identification Number: 0009097506
Legal Registered Office Address: 6300 LEGACY DR

PLANO
United States of America (USA)
75024

More information about ERICSSON INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072019-01-01
0072018-01-01
0072017-01-01TOBY TODD
0072016-01-01TOBY TODD
0072015-01-01TOBY TODD
0072014-01-01TOBY TODD
0072013-01-01TOBY TODD TOBY TODD2014-10-15
0072012-01-01PAUL MIESSE PAUL MIESSE2013-10-14
0072011-01-01PAUL MIESSE
0072010-01-01JERALYN QUINTIN
0072009-01-01JERALYN QUINTIN

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2022 401k membership
Market value of plan assets2022-12-312,023,900,536
Acturial value of plan assets2022-12-312,023,900,536
Funding target for retired participants and beneficiaries receiving payment2022-12-311,050,940,669
Number of terminated vested participants2022-12-312,722
Fundng target for terminated vested participants2022-12-31265,092,937
Active participant vested funding target2022-12-31146,324,753
Number of active participants2022-12-31634
Total funding liabilities for active participants2022-12-31147,306,159
Total participant count2022-12-316,067
Total funding target for all participants2022-12-311,463,339,765
Balance at beginning of prior year after applicable adjustments2022-12-3157,107,162
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3128,433,608
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3157,107,162
Amount remaining of prefunding balance2022-12-3128,433,608
Present value of excess contributions2022-12-319,677,874
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3110,209,189
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3110,209,189
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 year2022-12-3157,118,583
Balance of prefunding at beginning of current year2022-12-3138,648,484
Total employer contributions2022-12-315,000,000
Total employee contributions2022-12-311,843,084
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 date2022-12-314,907,021
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 cost2022-12-319,130,010
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 year2022-12-314,907,021
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-015,967
Total number of active participants reported on line 7a of the Form 55002022-01-01593
Number of retired or separated participants receiving benefits2022-01-01145
Number of other retired or separated participants entitled to future benefits2022-01-012,589
Total of all active and inactive participants2022-01-013,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0145
Total participants2022-01-013,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2021 401k membership
Market value of plan assets2021-12-312,123,929,606
Acturial value of plan assets2021-12-312,123,929,606
Funding target for retired participants and beneficiaries receiving payment2021-12-311,040,139,611
Number of terminated vested participants2021-12-312,840
Fundng target for terminated vested participants2021-12-31266,199,590
Active participant vested funding target2021-12-31147,570,504
Number of active participants2021-12-31673
Total funding liabilities for active participants2021-12-31148,870,393
Total participant count2021-12-316,147
Total funding target for all participants2021-12-311,455,209,594
Balance at beginning of prior year after applicable adjustments2021-12-3149,971,265
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3115,900,468
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3149,971,265
Amount remaining of prefunding balance2021-12-3115,900,468
Present value of excess contributions2021-12-319,749,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3110,262,553
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3110,262,553
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 year2021-12-3157,107,162
Balance of prefunding at beginning of current year2021-12-3128,433,608
Total employer contributions2021-12-3110,000,000
Total employee contributions2021-12-31375,000
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 date2021-12-319,677,874
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 cost2021-12-319,419,864
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 requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-319,677,874
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016,052
Total number of active participants reported on line 7a of the Form 55002021-01-01634
Number of retired or separated participants receiving benefits2021-01-012,474
Number of other retired or separated participants entitled to future benefits2021-01-012,707
Total of all active and inactive participants2021-01-015,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01152
Total participants2021-01-015,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2020 401k membership
Market value of plan assets2020-12-312,160,866,953
Acturial value of plan assets2020-12-312,160,866,953
Funding target for retired participants and beneficiaries receiving payment2020-12-311,243,305,113
Number of terminated vested participants2020-12-313,011
Fundng target for terminated vested participants2020-12-31277,655,334
Active participant vested funding target2020-12-31163,529,259
Number of active participants2020-12-31724
Total funding liabilities for active participants2020-12-31165,377,069
Total participant count2020-12-317,395
Total funding target for all participants2020-12-311,686,337,516
Balance at beginning of prior year after applicable adjustments2020-12-3142,284,029
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3113,454,449
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3142,284,029
Amount remaining of prefunding balance2020-12-3113,454,449
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 year2020-12-3149,971,265
Balance of prefunding at beginning of current year2020-12-3115,900,468
Total employer contributions2020-12-3110,000,000
Total employee contributions2020-12-31750,000
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 date2020-12-319,749,718
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 cost2020-12-319,673,104
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-319,749,718
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-017,297
Total number of active participants reported on line 7a of the Form 55002020-01-01673
Number of retired or separated participants receiving benefits2020-01-012,411
Number of other retired or separated participants entitled to future benefits2020-01-012,835
Total of all active and inactive participants2020-01-015,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01133
Total participants2020-01-016,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2019 401k membership
Market value of plan assets2019-12-312,220,131,039
Acturial value of plan assets2019-12-312,220,131,039
Funding target for retired participants and beneficiaries receiving payment2019-12-311,410,802,348
Number of terminated vested participants2019-12-313,844
Fundng target for terminated vested participants2019-12-31338,408,522
Active participant vested funding target2019-12-31184,113,088
Number of active participants2019-12-31880
Total funding liabilities for active participants2019-12-31187,183,339
Total participant count2019-12-3111,971
Total funding target for all participants2019-12-311,936,394,209
Balance at beginning of prior year after applicable adjustments2019-12-3144,041,276
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3114,013,591
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 balance2019-12-3144,041,276
Amount remaining of prefunding balance2019-12-3114,013,591
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3142,284,029
Balance of prefunding at beginning of current year2019-12-3113,454,449
Total employer contributions2019-12-310
Total employee contributions2019-12-31125,000
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 cost2019-12-319,499,793
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
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-year2019-01-0111,876
Total number of active participants reported on line 7a of the Form 55002019-01-01724
Number of retired or separated participants receiving benefits2019-01-013,312
Number of other retired or separated participants entitled to future benefits2019-01-013,003
Total of all active and inactive participants2019-01-017,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01258
Total participants2019-01-017,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2018 401k membership
Market value of plan assets2018-12-312,489,344,624
Acturial value of plan assets2018-12-312,489,344,624
Funding target for retired participants and beneficiaries receiving payment2018-12-311,374,245,735
Number of terminated vested participants2018-12-313,970
Fundng target for terminated vested participants2018-12-31339,432,628
Active participant vested funding target2018-12-31229,844,830
Number of active participants2018-12-311,134
Total funding liabilities for active participants2018-12-31234,364,819
Total participant count2018-12-3112,241
Total funding target for all participants2018-12-311,948,043,182
Balance at beginning of prior year after applicable adjustments2018-12-3139,964,860
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3112,716,507
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 balance2018-12-3139,964,860
Amount remaining of prefunding balance2018-12-3112,716,507
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-3144,041,276
Balance of prefunding at beginning of current year2018-12-3114,013,591
Total employer contributions2018-12-310
Total employee contributions2018-12-3150,000
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 date2018-12-310
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 cost2018-12-3112,432,795
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 year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0112,241
Total number of active participants reported on line 7a of the Form 55002018-01-01880
Number of retired or separated participants receiving benefits2018-01-016,511
Number of other retired or separated participants entitled to future benefits2018-01-013,844
Total of all active and inactive participants2018-01-0111,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01641
Total participants2018-01-0111,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2017 401k membership
Market value of plan assets2017-12-312,402,012,299
Acturial value of plan assets2017-12-312,402,012,299
Funding target for retired participants and beneficiaries receiving payment2017-12-311,260,782,742
Number of terminated vested participants2017-12-313,859
Fundng target for terminated vested participants2017-12-31282,992,934
Active participant vested funding target2017-12-31302,788,490
Number of active participants2017-12-311,615
Total funding liabilities for active participants2017-12-31308,344,745
Total participant count2017-12-3112,439
Total funding target for all participants2017-12-311,852,120,421
Balance at beginning of prior year after applicable adjustments2017-12-3137,245,909
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3111,851,358
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 balance2017-12-3137,245,909
Amount remaining of prefunding balance2017-12-3111,851,358
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-3139,964,860
Balance of prefunding at beginning of current year2017-12-3112,716,507
Total employer contributions2017-12-310
Total employee contributions2017-12-31100,000
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 date2017-12-310
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 cost2017-12-3116,554,984
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 year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0112,439
Total number of active participants reported on line 7a of the Form 55002017-01-011,134
Number of retired or separated participants receiving benefits2017-01-017,137
Number of other retired or separated participants entitled to future benefits2017-01-013,970
Total of all active and inactive participants2017-01-0112,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0112,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2016 401k membership
Market value of plan assets2016-12-312,367,180,900
Acturial value of plan assets2016-12-312,367,180,900
Funding target for retired participants and beneficiaries receiving payment2016-12-311,232,971,405
Number of terminated vested participants2016-12-313,922
Fundng target for terminated vested participants2016-12-31266,285,659
Active participant vested funding target2016-12-31321,235,086
Number of active participants2016-12-311,827
Total funding liabilities for active participants2016-12-31327,195,314
Total participant count2016-12-3112,705
Total funding target for all participants2016-12-311,826,452,378
Balance at beginning of prior year after applicable adjustments2016-12-3137,751,783
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3112,012,323
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 balance2016-12-3137,751,783
Amount remaining of prefunding balance2016-12-3112,012,323
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 year2016-12-3137,245,909
Balance of prefunding at beginning of current year2016-12-3111,851,358
Total employer contributions2016-12-310
Total employee contributions2016-12-31858,277
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 date2016-12-310
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 cost2016-12-3118,281,423
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0112,705
Total number of active participants reported on line 7a of the Form 55002016-01-011,615
Number of retired or separated participants receiving benefits2016-01-016,965
Number of other retired or separated participants entitled to future benefits2016-01-013,859
Total of all active and inactive participants2016-01-0112,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0112,966
Total number of active participants reported on line 7a of the Form 55002015-01-011,827
Number of retired or separated participants receiving benefits2015-01-016,956
Number of other retired or separated participants entitled to future benefits2015-01-013,922
Total of all active and inactive participants2015-01-0112,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0115,525
Total number of active participants reported on line 7a of the Form 55002014-01-012,058
Number of retired or separated participants receiving benefits2014-01-016,861
Number of other retired or separated participants entitled to future benefits2014-01-014,047
Total of all active and inactive participants2014-01-0112,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112,966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2013 401k membership
Total participants, beginning-of-year2013-01-015,548
Total number of active participants reported on line 7a of the Form 55002013-01-012,229
Number of retired or separated participants receiving benefits2013-01-016,474
Number of other retired or separated participants entitled to future benefits2013-01-016,822
Total of all active and inactive participants2013-01-0115,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115,525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2012 401k membership
Total participants, beginning-of-year2012-01-015,720
Total number of active participants reported on line 7a of the Form 55002012-01-01761
Number of retired or separated participants receiving benefits2012-01-012,503
Number of other retired or separated participants entitled to future benefits2012-01-012,284
Total of all active and inactive participants2012-01-015,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2011 401k membership
Total participants, beginning-of-year2011-01-015,868
Total number of active participants reported on line 7a of the Form 55002011-01-01885
Number of retired or separated participants receiving benefits2011-01-012,476
Number of other retired or separated participants entitled to future benefits2011-01-012,359
Total of all active and inactive participants2011-01-015,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2010 401k membership
Total participants, beginning-of-year2010-01-016,027
Total number of active participants reported on line 7a of the Form 55002010-01-01924
Number of retired or separated participants receiving benefits2010-01-012,442
Number of other retired or separated participants entitled to future benefits2010-01-012,502
Total of all active and inactive participants2010-01-015,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2009 401k membership
Total participants, beginning-of-year2009-01-016,317
Total number of active participants reported on line 7a of the Form 55002009-01-011,225
Number of retired or separated participants receiving benefits2009-01-012,400
Number of other retired or separated participants entitled to future benefits2009-01-012,402
Total of all active and inactive participants2009-01-016,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-69,941
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-82,182,762
Total unrealized appreciation/depreciation of assets2022-12-31$-82,252,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48,318,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$45,887,426
Total income from all sources (including contributions)2022-12-31$-323,127,562
Total loss/gain on sale of assets2022-12-31$-254,901,063
Total of all expenses incurred2022-12-31$1,197,087,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,191,291,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,843,084
Value of total assets at end of year2022-12-31$550,096,159
Value of total assets at beginning of year2022-12-31$2,067,879,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,796,459
Total interest from all sources2022-12-31$30,833,737
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,539,606
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,303,133
Administrative expenses professional fees incurred2022-12-31$2,451,587
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$206,455
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$1,448,773
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,843,084
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,109,397,021
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$14,653,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$51,495,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$42,546,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$41,983,236
Other income not declared elsewhere2022-12-31$2,325,422
Administrative expenses (other) incurred2022-12-31$84,539
Liabilities. Value of operating payables at end of year2022-12-31$5,772,078
Liabilities. Value of operating payables at beginning of year2022-12-31$3,904,190
Total non interest bearing cash at end of year2022-12-31$2,849,753
Total non interest bearing cash at beginning of year2022-12-31$3,702,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,520,215,315
Value of net assets at end of year (total assets less liabilities)2022-12-31$501,777,251
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,021,992,566
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
Assets. partnership/joint venture interests at end of year2022-12-31$501,596
Assets. partnership/joint venture interests at beginning of year2022-12-31$1,619,675
Investment advisory and management fees2022-12-31$3,260,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$89,794,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$149,327,738
Interest earned on other investments2022-12-31$3,097,323
Income. Interest from US Government securities2022-12-31$3,972,618
Income. Interest from corporate debt instruments2022-12-31$23,758,185
Value of interest in common/collective trusts at end of year2022-12-31$18,372,831
Value of interest in common/collective trusts at beginning of year2022-12-31$49,376,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$22,098,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$37,714,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$37,714,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,551
Asset value of US Government securities at end of year2022-12-31$114,884,107
Asset value of US Government securities at beginning of year2022-12-31$595,838,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,712,142
Net investment gain or loss from common/collective trusts2022-12-31$-10,803,503
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
Contributions received in cash from employer2022-12-31$5,000,000
Income. Dividends from preferred stock2022-12-31$2,489,712
Income. Dividends from common stock2022-12-31$746,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$81,894,273
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$13,054,569
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$43,809,983
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$260,087,456
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,091,193,929
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$13,573,316
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$42,334,461
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
Aggregate proceeds on sale of assets2022-12-31$2,741,395,210
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,996,296,273
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$-257,017
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-45,933,865
Total unrealized appreciation/depreciation of assets2021-12-31$-46,190,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$45,887,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$158,312,357
Total income from all sources (including contributions)2021-12-31$17,071,948
Total loss/gain on sale of assets2021-12-31$-16,821,202
Total of all expenses incurred2021-12-31$114,988,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$109,196,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,375,000
Value of total assets at end of year2021-12-31$2,067,879,992
Value of total assets at beginning of year2021-12-31$2,278,221,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,791,927
Total interest from all sources2021-12-31$51,680,788
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,953,020
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,887,039
Administrative expenses professional fees incurred2021-12-31$1,255,796
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$1,448,773
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$1,539,611
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,500,000
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
Contributions received from participants2021-12-31$375,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$51,495,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$107,830,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$41,983,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$157,874,050
Other income not declared elsewhere2021-12-31$3,719,686
Administrative expenses (other) incurred2021-12-31$167,783
Liabilities. Value of operating payables at end of year2021-12-31$3,904,190
Liabilities. Value of operating payables at beginning of year2021-12-31$438,307
Total non interest bearing cash at end of year2021-12-31$3,702,292
Total non interest bearing cash at beginning of year2021-12-31$1,995,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-97,916,788
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,021,992,566
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,119,909,354
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
Assets. partnership/joint venture interests at end of year2021-12-31$1,619,675
Assets. partnership/joint venture interests at beginning of year2021-12-31$2,357,668
Investment advisory and management fees2021-12-31$4,368,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$149,327,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$205,951,638
Interest earned on other investments2021-12-31$4,557,111
Income. Interest from US Government securities2021-12-31$6,808,048
Income. Interest from corporate debt instruments2021-12-31$40,315,317
Value of interest in common/collective trusts at end of year2021-12-31$49,376,333
Value of interest in common/collective trusts at beginning of year2021-12-31$51,814,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$37,714,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$59,645,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$59,645,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$17,903
Asset value of US Government securities at end of year2021-12-31$595,838,659
Asset value of US Government securities at beginning of year2021-12-31$611,373,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,993,453
Net investment gain or loss from common/collective trusts2021-12-31$5,362,085
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
Contributions received in cash from employer2021-12-31$10,000,000
Income. Dividends from preferred stock2021-12-31$1,066,814
Income. Dividends from common stock2021-12-31$999,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$109,196,809
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$43,809,983
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$56,609,607
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,091,193,929
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,155,727,302
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$42,334,461
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$23,359,009
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
Aggregate proceeds on sale of assets2021-12-31$1,288,964,504
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,305,785,706
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$-108,740
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$142,198,717
Total unrealized appreciation/depreciation of assets2020-12-31$142,089,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$158,312,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$176,966,893
Total income from all sources (including contributions)2020-12-31$306,436,785
Total loss/gain on sale of assets2020-12-31$58,483,267
Total of all expenses incurred2020-12-31$346,192,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$339,504,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,750,000
Value of total assets at end of year2020-12-31$2,278,221,711
Value of total assets at beginning of year2020-12-31$2,336,632,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,688,152
Total interest from all sources2020-12-31$60,816,727
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,993,052
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,702,043
Administrative expenses professional fees incurred2020-12-31$1,992,609
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$1,539,611
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$1,811,018
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,500,000
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
Contributions received from participants2020-12-31$750,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$215,782,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$107,830,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$135,358,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$157,874,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$175,390,093
Other income not declared elsewhere2020-12-31$1,217,793
Administrative expenses (other) incurred2020-12-31$750,000
Liabilities. Value of operating payables at end of year2020-12-31$438,307
Liabilities. Value of operating payables at beginning of year2020-12-31$1,576,800
Total non interest bearing cash at end of year2020-12-31$1,995,072
Total non interest bearing cash at beginning of year2020-12-31$8,177,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-39,756,072
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,119,909,354
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,159,665,426
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
Assets. partnership/joint venture interests at end of year2020-12-31$2,357,668
Assets. partnership/joint venture interests at beginning of year2020-12-31$3,555,485
Investment advisory and management fees2020-12-31$3,945,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$205,951,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$171,458,964
Interest earned on other investments2020-12-31$5,578,796
Income. Interest from US Government securities2020-12-31$4,569,752
Income. Interest from corporate debt instruments2020-12-31$50,661,879
Value of interest in common/collective trusts at end of year2020-12-31$51,814,248
Value of interest in common/collective trusts at beginning of year2020-12-31$55,162,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$59,645,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$81,789,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$81,789,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$17,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$17,239
Asset value of US Government securities at end of year2020-12-31$611,373,770
Asset value of US Government securities at beginning of year2020-12-31$529,150,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,722,209
Net investment gain or loss from common/collective trusts2020-12-31$10,363,760
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
Contributions received in cash from employer2020-12-31$10,000,000
Income. Dividends from preferred stock2020-12-31$95,128
Income. Dividends from common stock2020-12-31$1,195,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$123,722,250
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$56,609,607
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$64,285,345
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,155,727,302
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,282,513,199
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$23,359,009
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,352,509
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
Aggregate proceeds on sale of assets2020-12-31$4,260,111,668
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,201,628,401
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$-180,568
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$167,304,533
Total unrealized appreciation/depreciation of assets2019-12-31$167,123,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$176,966,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$123,116,678
Total income from all sources (including contributions)2019-12-31$365,904,347
Total loss/gain on sale of assets2019-12-31$91,655,680
Total of all expenses incurred2019-12-31$424,694,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$417,509,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$125,000
Value of total assets at end of year2019-12-31$2,336,632,319
Value of total assets at beginning of year2019-12-31$2,341,572,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,185,185
Total interest from all sources2019-12-31$70,652,547
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,059,381
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,371,374
Administrative expenses professional fees incurred2019-12-31$2,329,780
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$1,811,018
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$2,147,244
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,500,000
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
Contributions received from participants2019-12-31$125,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$222,464,539
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$135,358,215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$82,577,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$175,390,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$119,200,684
Other income not declared elsewhere2019-12-31$2,338,668
Administrative expenses (other) incurred2019-12-31$950,080
Liabilities. Value of operating payables at end of year2019-12-31$1,576,800
Liabilities. Value of operating payables at beginning of year2019-12-31$3,915,994
Total non interest bearing cash at end of year2019-12-31$8,177,915
Total non interest bearing cash at beginning of year2019-12-31$8,305,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-58,790,292
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,159,665,426
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,218,455,718
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
Assets. partnership/joint venture interests at end of year2019-12-31$3,555,485
Assets. partnership/joint venture interests at beginning of year2019-12-31$4,950,852
Investment advisory and management fees2019-12-31$3,905,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$171,458,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$117,919,085
Interest earned on other investments2019-12-31$7,767,753
Income. Interest from US Government securities2019-12-31$5,737,584
Income. Interest from corporate debt instruments2019-12-31$57,139,849
Value of interest in common/collective trusts at end of year2019-12-31$55,162,488
Value of interest in common/collective trusts at beginning of year2019-12-31$46,752,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$81,789,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$44,116,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$44,116,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,584
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$222,464,539
Asset value of US Government securities at end of year2019-12-31$529,150,614
Asset value of US Government securities at beginning of year2019-12-31$696,868,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,039,457
Net investment gain or loss from common/collective trusts2019-12-31$11,909,649
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
Income. Dividends from preferred stock2019-12-31$399,259
Income. Dividends from common stock2019-12-31$1,288,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$195,044,915
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$64,285,345
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$77,825,784
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,282,513,199
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,232,707,943
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,352,509
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$27,383,892
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
Aggregate proceeds on sale of assets2019-12-31$5,657,179,979
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,565,524,299
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-371,385
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-120,136,618
Total unrealized appreciation/depreciation of assets2018-12-31$-120,508,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$123,116,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$216,584,685
Total income from all sources (including contributions)2018-12-31$-90,437,650
Total loss/gain on sale of assets2018-12-31$-34,887,156
Total of all expenses incurred2018-12-31$179,304,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$170,335,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$50,000
Value of total assets at end of year2018-12-31$2,341,572,396
Value of total assets at beginning of year2018-12-31$2,704,782,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,968,518
Total interest from all sources2018-12-31$77,889,091
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,009,379
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,443,702
Administrative expenses professional fees incurred2018-12-31$2,098,873
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$2,147,244
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$1,888,626
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,500,000
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
Contributions received from participants2018-12-31$50,000
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$82,577,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$147,543,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$119,200,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$211,588,414
Other income not declared elsewhere2018-12-31$1,879,770
Administrative expenses (other) incurred2018-12-31$905,833
Liabilities. Value of operating payables at end of year2018-12-31$3,915,994
Liabilities. Value of operating payables at beginning of year2018-12-31$4,996,271
Total non interest bearing cash at end of year2018-12-31$8,305,069
Total non interest bearing cash at beginning of year2018-12-31$11,663,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-269,741,883
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,218,455,718
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,488,197,601
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$4,950,852
Assets. partnership/joint venture interests at beginning of year2018-12-31$6,576,297
Investment advisory and management fees2018-12-31$5,963,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$117,919,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$149,795,388
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest earned on other investments2018-12-31$9,062,760
Income. Interest from US Government securities2018-12-31$9,215,937
Income. Interest from corporate debt instruments2018-12-31$59,594,687
Value of interest in common/collective trusts at end of year2018-12-31$46,752,839
Value of interest in common/collective trusts at beginning of year2018-12-31$76,551,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$44,116,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$54,549,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$54,549,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$15,707
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$16,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,939
Asset value of US Government securities at end of year2018-12-31$696,868,447
Asset value of US Government securities at beginning of year2018-12-31$823,753,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,031,319
Net investment gain or loss from common/collective trusts2018-12-31$-4,839,412
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
Income. Dividends from preferred stock2018-12-31$139,396
Income. Dividends from common stock2018-12-31$1,426,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$170,335,715
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$77,825,784
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$103,245,227
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,232,707,943
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,284,304,177
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$27,383,892
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$44,894,424
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
Aggregate proceeds on sale of assets2018-12-31$3,424,378,977
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,459,266,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$-293,334
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$98,462,227
Total unrealized appreciation/depreciation of assets2017-12-31$98,168,893
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$216,584,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$202,027,137
Total income from all sources (including contributions)2017-12-31$241,603,937
Total loss/gain on sale of assets2017-12-31$21,614,422
Total of all expenses incurred2017-12-31$154,244,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$147,592,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$100,000
Value of total assets at end of year2017-12-31$2,704,782,286
Value of total assets at beginning of year2017-12-31$2,602,865,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,652,208
Total interest from all sources2017-12-31$79,009,399
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,642,373
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,026,569
Administrative expenses professional fees incurred2017-12-31$1,573,089
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$1,888,626
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$2,551,739
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,500,000
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
Contributions received from participants2017-12-31$100,000
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$147,543,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$145,005,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$211,588,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$191,405,763
Other income not declared elsewhere2017-12-31$251,078
Liabilities. Value of operating payables at end of year2017-12-31$4,996,271
Liabilities. Value of operating payables at beginning of year2017-12-31$10,621,374
Total non interest bearing cash at end of year2017-12-31$11,663,266
Total non interest bearing cash at beginning of year2017-12-31$9,279,124
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$87,359,464
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,488,197,601
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,400,838,137
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$6,576,297
Assets. partnership/joint venture interests at beginning of year2017-12-31$9,884,005
Investment advisory and management fees2017-12-31$5,079,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$149,795,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$185,938,067
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest earned on other investments2017-12-31$9,645,780
Income. Interest from US Government securities2017-12-31$10,985,205
Income. Interest from corporate debt instruments2017-12-31$58,367,677
Value of interest in common/collective trusts at end of year2017-12-31$76,551,777
Value of interest in common/collective trusts at beginning of year2017-12-31$60,772,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$54,549,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$74,198,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$74,198,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,737
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,355
Asset value of US Government securities at end of year2017-12-31$823,753,818
Asset value of US Government securities at beginning of year2017-12-31$887,462,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,970,402
Net investment gain or loss from common/collective trusts2017-12-31$15,847,370
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
Income. Dividends from preferred stock2017-12-31$1,030,512
Income. Dividends from common stock2017-12-31$1,585,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$147,592,265
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$103,245,227
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$124,163,173
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,284,304,177
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,098,932,473
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$44,894,424
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,662,290
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
Aggregate proceeds on sale of assets2017-12-31$3,491,122,588
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,469,508,166
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$-608,948
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$33,433,182
Total unrealized appreciation/depreciation of assets2016-12-31$32,824,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$202,027,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$158,205,153
Total income from all sources (including contributions)2016-12-31$173,385,265
Total loss/gain on sale of assets2016-12-31$40,895,410
Total of all expenses incurred2016-12-31$137,929,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$131,553,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$858,277
Value of total assets at end of year2016-12-31$2,602,865,274
Value of total assets at beginning of year2016-12-31$2,523,587,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,376,695
Total interest from all sources2016-12-31$82,153,702
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,143,384
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,302,821
Administrative expenses professional fees incurred2016-12-31$1,591,747
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$2,551,739
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$2,340,329
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,500,000
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
Contributions received from participants2016-12-31$858,277
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
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$145,005,566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$127,603,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$191,405,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$156,086,422
Other income not declared elsewhere2016-12-31$1,812,947
Liabilities. Value of operating payables at end of year2016-12-31$10,621,374
Liabilities. Value of operating payables at beginning of year2016-12-31$2,118,731
Total non interest bearing cash at end of year2016-12-31$9,279,124
Total non interest bearing cash at beginning of year2016-12-31$14,572,422
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$35,455,512
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,400,838,137
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,365,382,625
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$9,884,005
Assets. partnership/joint venture interests at beginning of year2016-12-31$12,402,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$185,938,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$182,426,820
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest earned on other investments2016-12-31$10,035,971
Income. Interest from US Government securities2016-12-31$10,224,091
Income. Interest from corporate debt instruments2016-12-31$61,889,521
Value of interest in common/collective trusts at end of year2016-12-31$60,772,736
Value of interest in common/collective trusts at beginning of year2016-12-31$54,327,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$74,198,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$71,333,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$71,333,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,119
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,793
Asset value of US Government securities at end of year2016-12-31$887,462,107
Asset value of US Government securities at beginning of year2016-12-31$780,721,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,244,033
Net investment gain or loss from common/collective trusts2016-12-31$3,453,278
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
Income. Dividends from preferred stock2016-12-31$386,705
Income. Dividends from common stock2016-12-31$1,453,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$131,553,058
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$124,163,173
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$175,712,738
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,098,932,473
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,102,002,670
Contract administrator fees2016-12-31$4,784,948
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,662,290
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$130,574
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
Aggregate proceeds on sale of assets2016-12-31$6,781,868,631
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,740,973,221
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-945,634
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-112,750,626
Total unrealized appreciation/depreciation of assets2015-12-31$-113,696,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$158,205,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$159,480,341
Total income from all sources (including contributions)2015-12-31$-26,494,585
Total loss/gain on sale of assets2015-12-31$-6,379,498
Total of all expenses incurred2015-12-31$142,341,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$134,259,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$854,727
Value of total assets at end of year2015-12-31$2,523,587,778
Value of total assets at beginning of year2015-12-31$2,693,699,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,082,208
Total interest from all sources2015-12-31$87,733,543
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,466,425
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,552,822
Administrative expenses professional fees incurred2015-12-31$1,832,144
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$2,340,329
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$2,734,820
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$216,847,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$127,603,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$176,373,245
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$156,086,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$157,468,519
Other income not declared elsewhere2015-12-31$4,277,846
Liabilities. Value of operating payables at end of year2015-12-31$2,118,731
Liabilities. Value of operating payables at beginning of year2015-12-31$2,011,822
Total non interest bearing cash at end of year2015-12-31$14,572,422
Total non interest bearing cash at beginning of year2015-12-31$11,449,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-168,836,285
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,365,382,625
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,534,218,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$12,402,931
Assets. partnership/joint venture interests at beginning of year2015-12-31$13,628,577
Investment advisory and management fees2015-12-31$82,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$182,426,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$162,618,049
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$9,999,453
Income. Interest from US Government securities2015-12-31$10,603,625
Income. Interest from corporate debt instruments2015-12-31$64,258,453
Value of interest in common/collective trusts at end of year2015-12-31$54,327,049
Value of interest in common/collective trusts at beginning of year2015-12-31$55,247,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$71,333,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$41,427,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$41,427,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,872,012
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$6,576,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,224
Asset value of US Government securities at end of year2015-12-31$780,721,222
Asset value of US Government securities at beginning of year2015-12-31$603,869,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,928,416
Net investment gain or loss from common/collective trusts2015-12-31$3,177,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$854,727
Income. Dividends from preferred stock2015-12-31$569,087
Income. Dividends from common stock2015-12-31$1,344,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$134,259,492
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$175,712,738
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$247,668,823
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,102,002,670
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,085,234,848
Contract administrator fees2015-12-31$6,167,462
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$130,574
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$70,008,983
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,263,482,953
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,269,862,451
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$144,513,820
Total unrealized appreciation/depreciation of assets2014-12-31$144,513,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$159,480,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$45,415,846
Total income from all sources (including contributions)2014-12-31$318,418,087
Total loss/gain on sale of assets2014-12-31$80,988,465
Total of all expenses incurred2014-12-31$283,200,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$275,049,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$100,000
Value of total assets at end of year2014-12-31$2,693,699,251
Value of total assets at beginning of year2014-12-31$2,544,417,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,151,133
Total interest from all sources2014-12-31$65,014,673
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,400,275
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,400,275
Administrative expenses professional fees incurred2014-12-31$2,970,947
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$2,734,820
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$2,743,869
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$216,847,497
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$171,860,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$176,373,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$214,656,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$157,468,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$42,569,199
Other income not declared elsewhere2014-12-31$-477,191
Liabilities. Value of operating payables at end of year2014-12-31$2,011,822
Liabilities. Value of operating payables at beginning of year2014-12-31$2,846,647
Total non interest bearing cash at end of year2014-12-31$11,449,876
Total non interest bearing cash at beginning of year2014-12-31$257,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$35,217,152
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,534,218,910
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,499,001,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$13,628,577
Assets. partnership/joint venture interests at beginning of year2014-12-31$44,130,094
Investment advisory and management fees2014-12-31$5,051,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$162,618,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$359,833,168
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$414,304,120
Interest on participant loans2014-12-31$594,872
Income. Interest from loans (other than to participants)2014-12-31$2,974,566
Interest earned on other investments2014-12-31$1,473,340
Income. Interest from US Government securities2014-12-31$9,511,910
Income. Interest from corporate debt instruments2014-12-31$50,461,092
Value of interest in common/collective trusts at end of year2014-12-31$55,247,990
Value of interest in common/collective trusts at beginning of year2014-12-31$166,179,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$41,427,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$25,679,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$25,679,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-1,107
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$6,576,200
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$6,312,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,611
Asset value of US Government securities at end of year2014-12-31$603,869,100
Asset value of US Government securities at beginning of year2014-12-31$124,566,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,526,181
Net investment gain or loss from common/collective trusts2014-12-31$19,351,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$275,049,802
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$247,668,823
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$215,123,396
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,085,234,848
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$521,637,490
Contract administrator fees2014-12-31$128,903
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$70,008,983
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$277,120,366
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$4,188,959,252
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,107,970,787
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$160,786,659
Total unrealized appreciation/depreciation of assets2013-12-31$160,786,659
Total transfer of assets to this plan2013-12-31$1,990,608,805
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$45,415,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,372,189
Total income from all sources (including contributions)2013-12-31$273,243,966
Total loss/gain on sale of assets2013-12-31$-71,746,056
Total of all expenses incurred2013-12-31$140,897,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$130,724,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$826,505
Value of total assets at end of year2013-12-31$2,544,417,604
Value of total assets at beginning of year2013-12-31$378,418,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,172,355
Total interest from all sources2013-12-31$66,506,441
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,484,847
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,575,491
Administrative expenses professional fees incurred2013-12-31$4,279,159
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$2,743,869
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$2,750,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$171,860,094
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$23,224,047
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$826,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$214,656,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,181,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$42,569,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,372,189
Other income not declared elsewhere2013-12-31$-28
Administrative expenses (other) incurred2013-12-31$1,963
Liabilities. Value of operating payables at end of year2013-12-31$2,846,647
Total non interest bearing cash at end of year2013-12-31$257,454
Total non interest bearing cash at beginning of year2013-12-31$737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$132,346,873
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,499,001,758
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$376,046,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$44,130,094
Assets. partnership/joint venture interests at beginning of year2013-12-31$43,685,622
Investment advisory and management fees2013-12-31$5,772,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$359,833,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$82,337,371
Value of interest in pooled separate accounts at end of year2013-12-31$414,304,120
Interest earned on other investments2013-12-31$14,106,827
Income. Interest from US Government securities2013-12-31$5,067,705
Income. Interest from corporate debt instruments2013-12-31$47,331,768
Value of interest in common/collective trusts at end of year2013-12-31$166,179,022
Value of interest in common/collective trusts at beginning of year2013-12-31$17,096,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$25,679,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$141
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$6,312,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,007
Asset value of US Government securities at end of year2013-12-31$124,566,016
Asset value of US Government securities at beginning of year2013-12-31$91,760,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$63,483,862
Net investment gain/loss from pooled separate accounts2013-12-31$6,384,140
Net investment gain or loss from common/collective trusts2013-12-31$36,762,959
Net gain/loss from 103.12 investment entities2013-12-31$754,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from preferred stock2013-12-31$218,103
Income. Dividends from common stock2013-12-31$5,691,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$130,724,738
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$215,123,396
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$42,082,896
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$521,637,490
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$53,829,074
Contract administrator fees2013-12-31$119,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$277,120,366
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$20,457,138
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,944,500,062
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,016,246,118
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$-37,110
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$12,846,521
Total unrealized appreciation/depreciation of assets2012-12-31$12,809,411
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,372,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,696,693
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$46,644,582
Total loss/gain on sale of assets2012-12-31$5,866,750
Total of all expenses incurred2012-12-31$17,409,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,718,367
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,259,224
Value of total assets at end of year2012-12-31$378,418,269
Value of total assets at beginning of year2012-12-31$348,507,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,691,147
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$7,092,312
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,717,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$631,968
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$1,198,242
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$2,750,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$1,780,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$23,224,047
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,761,539
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$259,224
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,181,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,196,363
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,372,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,394,929
Other income not declared elsewhere2012-12-31$-209,742
Administrative expenses (other) incurred2012-12-31$353,646
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$301,764
Total non interest bearing cash at end of year2012-12-31$737
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$29,235,068
Value of net assets at end of year (total assets less liabilities)2012-12-31$376,046,080
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$346,811,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$43,685,622
Assets. partnership/joint venture interests at beginning of year2012-12-31$42,262,581
Investment advisory and management fees2012-12-31$1,139,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$82,337,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$50,132,570
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$45,672
Income. Interest from US Government securities2012-12-31$39,274
Income. Interest from corporate debt instruments2012-12-31$7,007,366
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$17,096,431
Value of interest in common/collective trusts at beginning of year2012-12-31$28,106,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,464
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$91,760,098
Asset value of US Government securities at beginning of year2012-12-31$97,836,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,146,777
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$2,962,070
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$8,000,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$1,085,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,718,367
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$42,082,896
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$42,268,512
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$53,829,074
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$42,170,400
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$20,457,138
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$27,979,965
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$124,532,682
Aggregate carrying amount (costs) on sale of assets2012-12-31$118,665,932
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$1,951,483
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$35,790,148
Total unrealized appreciation/depreciation of assets2011-12-31$37,741,631
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,696,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$544,329
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$63,680,392
Total loss/gain on sale of assets2011-12-31$25,362,957
Total of all expenses incurred2011-12-31$17,245,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,713,902
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,024,191
Value of total assets at end of year2011-12-31$348,507,705
Value of total assets at beginning of year2011-12-31$300,920,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,531,300
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$6,613,431
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,477,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$601,922
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$1,221,436
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$1,780,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$170,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$14,761,539
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$-12,317,873
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,024,191
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,196,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,988,148
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,394,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-13,398,305
Administrative expenses (other) incurred2011-12-31$176,876
Liabilities. Value of operating payables at end of year2011-12-31$301,764
Liabilities. Value of operating payables at beginning of year2011-12-31$544,329
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$105,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$46,435,190
Value of net assets at end of year (total assets less liabilities)2011-12-31$346,811,012
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$300,375,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$42,262,581
Assets. partnership/joint venture interests at beginning of year2011-12-31$40,399,998
Investment advisory and management fees2011-12-31$1,132,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$50,132,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,108,702
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$17,065
Income. Interest from US Government securities2011-12-31$45,110
Income. Interest from corporate debt instruments2011-12-31$6,551,256
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$28,106,849
Value of interest in common/collective trusts at beginning of year2011-12-31$47,311,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,888
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$97,836,462
Asset value of US Government securities at beginning of year2011-12-31$58,261,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,270,436
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$129,233
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$8,000,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$875,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,713,902
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$42,268,512
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$32,818,856
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$42,170,400
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$26,734,360
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$27,979,965
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$48,328,176
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$167,710,700
Aggregate carrying amount (costs) on sale of assets2011-12-31$142,347,743
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$861,511
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-3,287,013
Total unrealized appreciation/depreciation of assets2010-12-31$-2,425,502
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$544,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,712,159
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$55,939,879
Total loss/gain on sale of assets2010-12-31$38,528,303
Total of all expenses incurred2010-12-31$17,692,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,361,615
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,000,000
Value of total assets at end of year2010-12-31$300,920,151
Value of total assets at beginning of year2010-12-31$264,840,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,331,098
Total income from rents2010-12-31$72,142
Total interest from all sources2010-12-31$15,239,991
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$-12,758,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$294,146
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$1,866,870
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$170,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$2,000,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$-12,317,873
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$-2,369,320
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,988,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,311,783
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,490,856
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$258,795
Liabilities. Value of operating payables at end of year2010-12-31$544,329
Liabilities. Value of operating payables at beginning of year2010-12-31$221,303
Total non interest bearing cash at end of year2010-12-31$105,017
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$38,247,166
Value of net assets at end of year (total assets less liabilities)2010-12-31$300,375,822
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$262,128,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$40,399,998
Assets. partnership/joint venture interests at beginning of year2010-12-31$49,790,511
Investment advisory and management fees2010-12-31$1,205,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,108,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,823,316
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$10,840,770
Income. Interest from US Government securities2010-12-31$260,340
Income. Interest from corporate debt instruments2010-12-31$4,138,880
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$47,311,483
Value of interest in common/collective trusts at beginning of year2010-12-31$16,233,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,297
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$58,261,396
Asset value of US Government securities at beginning of year2010-12-31$75,027,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,809,348
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$7,473,741
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$8,000,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$336,805
Income. Dividends from common stock2010-12-31$-13,389,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,361,615
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$32,818,856
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$21,745,279
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$26,734,360
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$14,012,871
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$48,328,176
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$44,253,731
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$156,650,320
Aggregate carrying amount (costs) on sale of assets2010-12-31$118,122,017
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC.

2022: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF ERICSSON INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA10196
Policy instance 1
Insurance contract or identification numberGA10196
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA10196
Policy instance 1
Insurance contract or identification numberGA10196
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA10196
Policy instance 1
Insurance contract or identification numberGA10196
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA10196
Policy instance 1
Insurance contract or identification numberGA10196
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BANNER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94250 )
Policy contract numberERICSSON
Policy instance 2
Insurance contract or identification numberERICSSON
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Other information about contractGROUP ANNUITY CONTRACT
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA10196
Policy instance 1
Insurance contract or identification numberGA10196
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA10196
Policy instance 1
Insurance contract or identification numberGA10196
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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