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SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 401k Plan overview

Plan NameSCHNEIDER ELECTRIC USA, INC. PENSION PLAN
Plan identification number 099

SCHNEIDER ELECTRIC USA, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHNEIDER ELECTRIC USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHNEIDER ELECTRIC USA, INC.
Employer identification number (EIN):362440683
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHNEIDER ELECTRIC USA, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0992016-01-01
0992015-01-01
0992015-01-01
0992014-01-01KAREN HANSEN
0992013-01-01FILED WITH AUTHORIZED SIGNATURE
0992012-01-01FILED WITH AN AUTHORIZED SIGNATURE
0992011-01-01KAREN HANSEN
0992010-01-01KAREN HANSEN
0992009-01-01KAREN HANSEN KAREN HANSEN2010-10-14

Plan Statistics for SCHNEIDER ELECTRIC USA, INC. PENSION PLAN

401k plan membership statisitcs for SCHNEIDER ELECTRIC USA, INC. PENSION PLAN

Measure Date Value
2016: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31920,957,291
Acturial value of plan assets2016-12-31944,257,680
Funding target for retired participants and beneficiaries receiving payment2016-12-31526,723,109
Number of terminated vested participants2016-12-312,936
Fundng target for terminated vested participants2016-12-31151,006,104
Active participant vested funding target2016-12-31271,967,408
Number of active participants2016-12-313,189
Total funding liabilities for active participants2016-12-31281,731,138
Total participant count2016-12-3112,442
Total funding target for all participants2016-12-31959,460,351
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3137,862,575
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3137,858,451
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-314,124
Present value of excess contributions2016-12-3126,594,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3126,700,702
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3126,700,702
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3126,704,842
Total employer contributions2016-12-3147,892,746
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3144,727,669
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-318,463,680
Net shortfall amortization installment of oustanding balance2016-12-3141,907,513
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3142,794,781
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3126,704,842
Additional cash requirement2016-12-3116,089,939
Contributions allocatedtoward minimum required contributions for current year2016-12-3144,727,669
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0112,370
Total number of active participants reported on line 7a of the Form 55002016-01-012,910
Number of retired or separated participants receiving benefits2016-01-015,690
Number of other retired or separated participants entitled to future benefits2016-01-011,956
Total of all active and inactive participants2016-01-0110,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01832
Total participants2016-01-0111,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112,510
Total number of active participants reported on line 7a of the Form 55002015-01-013,189
Number of retired or separated participants receiving benefits2015-01-015,502
Number of other retired or separated participants entitled to future benefits2015-01-012,936
Total of all active and inactive participants2015-01-0111,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01815
Total participants2015-01-0112,442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,685
Total number of active participants reported on line 7a of the Form 55002014-01-013,483
Number of retired or separated participants receiving benefits2014-01-015,354
Number of other retired or separated participants entitled to future benefits2014-01-012,937
Total of all active and inactive participants2014-01-0111,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01736
Total participants2014-01-0112,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114,816
Total number of active participants reported on line 7a of the Form 55002013-01-013,695
Number of retired or separated participants receiving benefits2013-01-015,117
Number of other retired or separated participants entitled to future benefits2013-01-015,134
Total of all active and inactive participants2013-01-0113,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01739
Total participants2013-01-0114,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114,959
Total number of active participants reported on line 7a of the Form 55002012-01-013,945
Number of retired or separated participants receiving benefits2012-01-014,912
Number of other retired or separated participants entitled to future benefits2012-01-015,216
Total of all active and inactive participants2012-01-0114,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01702
Total participants2012-01-0114,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115,166
Total number of active participants reported on line 7a of the Form 55002011-01-014,190
Number of retired or separated participants receiving benefits2011-01-014,597
Number of other retired or separated participants entitled to future benefits2011-01-015,493
Total of all active and inactive participants2011-01-0114,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01679
Total participants2011-01-0114,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115,543
Total number of active participants reported on line 7a of the Form 55002010-01-014,333
Number of retired or separated participants receiving benefits2010-01-014,510
Number of other retired or separated participants entitled to future benefits2010-01-015,684
Total of all active and inactive participants2010-01-0114,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01639
Total participants2010-01-0115,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,774
Total number of active participants reported on line 7a of the Form 55002009-01-014,591
Number of retired or separated participants receiving benefits2009-01-014,532
Number of other retired or separated participants entitled to future benefits2009-01-015,726
Total of all active and inactive participants2009-01-0114,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01694
Total participants2009-01-0115,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01229

Financial Data on SCHNEIDER ELECTRIC USA, INC. PENSION PLAN

Measure Date Value
2016 : SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$114,611,392
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$142,216,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$132,924,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$47,892,746
Value of total assets at end of year2016-12-31$893,850,775
Value of total assets at beginning of year2016-12-31$921,456,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,291,845
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,444,647
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Administrative expenses (other) incurred2016-12-31$7,203,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-27,605,449
Value of net assets at end of year (total assets less liabilities)2016-12-31$893,850,775
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$921,456,224
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
Investment advisory and management fees2016-12-31$595,380
Value of interest in master investment trust accounts at end of year2016-12-31$846,800,775
Value of interest in master investment trust accounts at beginning of year2016-12-31$892,456,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$47,892,746
Employer contributions (assets) at end of year2016-12-31$47,050,000
Employer contributions (assets) at beginning of year2016-12-31$29,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$132,924,996
Contract administrator fees2016-12-31$48,697
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$7,601,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$33,088,520
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$61,286,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$53,135,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$29,000,000
Value of total assets at end of year2015-12-31$930,197,498
Value of total assets at beginning of year2015-12-31$950,793,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,150,654
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,348,309
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Administrative expenses (other) incurred2015-12-31$5,993,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-28,198,014
Value of net assets at end of year (total assets less liabilities)2015-12-31$930,197,498
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$950,793,859
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
Investment advisory and management fees2015-12-31$739,842
Value of interest in master investment trust accounts at end of year2015-12-31$901,197,498
Value of interest in master investment trust accounts at beginning of year2015-12-31$906,555,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$29,000,000
Employer contributions (assets) at end of year2015-12-31$29,000,000
Employer contributions (assets) at beginning of year2015-12-31$44,238,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$53,135,880
Contract administrator fees2015-12-31$68,616
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
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 name2015-12-31ERNST & YOUNG
Accountancy firm EIN2015-12-31346565596
2014 : SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$688,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$137,273,941
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$106,391,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$99,682,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$51,908,762
Value of total assets at end of year2014-12-31$950,793,859
Value of total assets at beginning of year2014-12-31$919,223,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,709,012
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,339,594
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Administrative expenses (other) incurred2014-12-31$3,636,377
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$30,882,698
Value of net assets at end of year (total assets less liabilities)2014-12-31$950,793,859
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$919,223,093
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
Investment advisory and management fees2014-12-31$1,725,772
Value of interest in master investment trust accounts at end of year2014-12-31$906,555,854
Value of interest in master investment trust accounts at beginning of year2014-12-31$881,002,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$51,908,762
Employer contributions (assets) at end of year2014-12-31$44,238,005
Employer contributions (assets) at beginning of year2014-12-31$38,220,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$99,682,231
Contract administrator fees2014-12-31$7,269
Did the plan have assets held for investment2014-12-31No
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
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 name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,310,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$129,777,278
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$53,691,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$48,251,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$62,103,848
Value of total assets at end of year2013-12-31$919,223,093
Value of total assets at beginning of year2013-12-31$840,826,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,439,842
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,305,035
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Administrative expenses (other) incurred2013-12-31$2,902,844
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$76,085,597
Value of net assets at end of year (total assets less liabilities)2013-12-31$919,223,093
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$840,826,579
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
Investment advisory and management fees2013-12-31$1,165,105
Value of interest in master investment trust accounts at end of year2013-12-31$881,002,416
Value of interest in master investment trust accounts at beginning of year2013-12-31$834,654,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Contributions received in cash from employer2013-12-31$62,103,848
Employer contributions (assets) at end of year2013-12-31$38,220,677
Employer contributions (assets) at beginning of year2013-12-31$6,171,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$48,251,839
Contract administrator fees2013-12-31$66,858
Did the plan have assets held for investment2013-12-31No
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
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 name2013-12-31ERNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$48,088,750
Total transfer of assets from this plan2012-12-31$48,090,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$110,841,971
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$53,634,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$46,690,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,171,760
Value of total assets at end of year2012-12-31$840,826,579
Value of total assets at beginning of year2012-12-31$783,620,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,943,728
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,194,782
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Administrative expenses (other) incurred2012-12-31$3,458,799
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
Value of net income/loss2012-12-31$57,207,328
Value of net assets at end of year (total assets less liabilities)2012-12-31$840,826,579
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$783,620,963
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
Investment advisory and management fees2012-12-31$2,190,904
Value of interest in master investment trust accounts at end of year2012-12-31$834,654,819
Value of interest in master investment trust accounts at beginning of year2012-12-31$783,620,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Contributions received in cash from employer2012-12-31$6,171,760
Employer contributions (assets) at end of year2012-12-31$6,171,760
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$46,690,915
Contract administrator fees2012-12-31$99,243
Did the plan have assets held for investment2012-12-31No
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
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 name2012-12-31ERNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$392,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$40,083,641
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$50,532,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$43,977,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$783,620,963
Value of total assets at beginning of year2011-12-31$793,677,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,555,761
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,141,006
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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
Administrative expenses (other) incurred2011-12-31$1,494,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,449,166
Value of net assets at end of year (total assets less liabilities)2011-12-31$783,620,963
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$793,677,997
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
Investment advisory and management fees2011-12-31$3,768,130
Value of interest in master investment trust accounts at end of year2011-12-31$783,620,963
Value of interest in master investment trust accounts at beginning of year2011-12-31$714,177,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$79,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$43,977,046
Contract administrator fees2011-12-31$152,572
Did the plan have assets held for investment2011-12-31No
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
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 name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$166,727,950
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$49,580,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,849,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$79,500,000
Value of total assets at end of year2010-12-31$793,677,997
Value of total assets at beginning of year2010-12-31$676,530,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,730,985
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$827,993
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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
Administrative expenses (other) incurred2010-12-31$1,642,346
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
Value of net income/loss2010-12-31$117,147,307
Value of net assets at end of year (total assets less liabilities)2010-12-31$793,677,997
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$676,530,690
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
Investment advisory and management fees2010-12-31$4,260,646
Value of interest in master investment trust accounts at end of year2010-12-31$714,177,997
Value of interest in master investment trust accounts at beginning of year2010-12-31$676,530,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Contributions received in cash from employer2010-12-31$79,500,000
Employer contributions (assets) at end of year2010-12-31$79,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$42,849,658
Did the plan have assets held for investment2010-12-31No
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
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 name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for SCHNEIDER ELECTRIC USA, INC. PENSION PLAN

2016: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHNEIDER ELECTRIC USA, INC. PENSION PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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