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SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameSCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN
Plan identification number 203

SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2032016-01-01
2032015-01-01
2032015-01-01
2032014-01-01KAREN HANSEN
2032013-01-01FILED WITH AUTHORIZED SIGNATURE
2032012-01-01FILED WITH AN AUTHORIZED SIGNATURE
2032011-01-01KAREN HANSEN
2032010-01-01KAREN HANSEN
2032009-01-01KAREN HANSEN KAREN HANSEN2010-10-15

Plan Statistics for SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN

Measure Date Value
2016: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31319,014,104
Acturial value of plan assets2016-12-31327,704,933
Funding target for retired participants and beneficiaries receiving payment2016-12-31229,522,933
Number of terminated vested participants2016-12-31753
Fundng target for terminated vested participants2016-12-3124,390,767
Active participant vested funding target2016-12-3164,547,904
Number of active participants2016-12-31790
Total funding liabilities for active participants2016-12-3171,691,674
Total participant count2016-12-314,396
Total funding target for all participants2016-12-31325,605,374
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3113,348,874
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3113,348,874
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3110,228,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3110,263,711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3110,263,711
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 year2016-12-3110,263,711
Total employer contributions2016-12-3113,650,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3112,744,441
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 cost2016-12-312,545,442
Net shortfall amortization installment of oustanding balance2016-12-318,164,152
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3112,796,757
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3110,263,711
Additional cash requirement2016-12-312,533,046
Contributions allocatedtoward minimum required contributions for current year2016-12-3112,744,441
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,373
Total number of active participants reported on line 7a of the Form 55002016-01-01799
Number of retired or separated participants receiving benefits2016-01-012,481
Number of other retired or separated participants entitled to future benefits2016-01-01371
Total of all active and inactive participants2016-01-013,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01361
Total participants2016-01-014,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,511
Total number of active participants reported on line 7a of the Form 55002015-01-01790
Number of retired or separated participants receiving benefits2015-01-012,503
Number of other retired or separated participants entitled to future benefits2015-01-01753
Total of all active and inactive participants2015-01-014,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01350
Total participants2015-01-014,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0136
2014: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,018
Total number of active participants reported on line 7a of the Form 55002014-01-01947
Number of retired or separated participants receiving benefits2014-01-012,429
Number of other retired or separated participants entitled to future benefits2014-01-01803
Total of all active and inactive participants2014-01-014,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01332
Total participants2014-01-014,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,077
Total number of active participants reported on line 7a of the Form 55002013-01-011,003
Number of retired or separated participants receiving benefits2013-01-012,415
Number of other retired or separated participants entitled to future benefits2013-01-011,285
Total of all active and inactive participants2013-01-014,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01315
Total participants2013-01-015,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,222
Total number of active participants reported on line 7a of the Form 55002012-01-011,043
Number of retired or separated participants receiving benefits2012-01-012,411
Number of other retired or separated participants entitled to future benefits2012-01-011,319
Total of all active and inactive participants2012-01-014,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01281
Total participants2012-01-015,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,222
Total number of active participants reported on line 7a of the Form 55002011-01-011,180
Number of retired or separated participants receiving benefits2011-01-012,339
Number of other retired or separated participants entitled to future benefits2011-01-011,380
Total of all active and inactive participants2011-01-014,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01323
Total participants2011-01-015,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,258
Total number of active participants reported on line 7a of the Form 55002010-01-011,216
Number of retired or separated participants receiving benefits2010-01-012,262
Number of other retired or separated participants entitled to future benefits2010-01-011,466
Total of all active and inactive participants2010-01-014,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01278
Total participants2010-01-015,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,329
Total number of active participants reported on line 7a of the Form 55002009-01-011,301
Number of retired or separated participants receiving benefits2009-01-012,217
Number of other retired or separated participants entitled to future benefits2009-01-011,464
Total of all active and inactive participants2009-01-014,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01276
Total participants2009-01-015,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0141

Financial Data on SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN

Measure Date Value
2016 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' 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$37,196,245
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$46,325,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$43,079,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,650,000
Value of total assets at end of year2016-12-31$310,088,834
Value of total assets at beginning of year2016-12-31$319,218,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,246,249
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$600,296
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$2,379,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-9,129,511
Value of net assets at end of year (total assets less liabilities)2016-12-31$310,088,834
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$319,218,345
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$242,129
Value of interest in master investment trust accounts at end of year2016-12-31$296,438,834
Value of interest in master investment trust accounts at beginning of year2016-12-31$307,218,345
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$13,650,000
Employer contributions (assets) at end of year2016-12-31$13,650,000
Employer contributions (assets) at beginning of year2016-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$43,079,507
Contract administrator fees2016-12-31$23,867
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. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from 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$12,608,072
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$25,164,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,683,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,000,000
Value of total assets at end of year2015-12-31$310,477,071
Value of total assets at beginning of year2015-12-31$330,635,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,481,729
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$439,635
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$1,775,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-12,556,872
Value of net assets at end of year (total assets less liabilities)2015-12-31$310,477,071
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$330,635,596
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$232,213
Value of interest in master investment trust accounts at end of year2015-12-31$298,477,071
Value of interest in master investment trust accounts at beginning of year2015-12-31$315,324,188
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$12,000,000
Employer contributions (assets) at end of year2015-12-31$12,000,000
Employer contributions (assets) at beginning of year2015-12-31$15,311,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,683,215
Contract administrator fees2015-12-31$33,990
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. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from 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$47,178,029
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$36,245,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,209,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,109,671
Value of total assets at end of year2014-12-31$330,635,596
Value of total assets at beginning of year2014-12-31$320,391,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,035,890
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$457,750
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$1,019,146
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$10,932,268
Value of net assets at end of year (total assets less liabilities)2014-12-31$330,635,596
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$320,391,396
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$554,910
Value of interest in master investment trust accounts at end of year2014-12-31$315,324,188
Value of interest in master investment trust accounts at beginning of year2014-12-31$308,272,592
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$18,109,671
Employer contributions (assets) at end of year2014-12-31$15,311,408
Employer contributions (assets) at beginning of year2014-12-31$12,118,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,209,871
Contract administrator fees2014-12-31$4,084
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. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$4,391
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$42,775,422
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$22,567,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,963,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,003,820
Value of total assets at end of year2013-12-31$320,391,396
Value of total assets at beginning of year2013-12-31$300,178,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,603,969
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$449,736
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,471,839
Administrative expenses (other) incurred2013-12-31$713,747
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$20,208,143
Value of net assets at end of year (total assets less liabilities)2013-12-31$320,391,396
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$300,178,862
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$407,353
Value of interest in master investment trust accounts at end of year2013-12-31$308,272,592
Value of interest in master investment trust accounts at beginning of year2013-12-31$290,514,129
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$19,003,820
Employer contributions (assets) at end of year2013-12-31$12,118,804
Employer contributions (assets) at beginning of year2013-12-31$7,192,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,963,310
Contract administrator fees2013-12-31$33,133
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. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$16,563,539
Total transfer of assets from this plan2012-12-31$16,582,829
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$52,689,838
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$22,813,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,526,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,544,410
Value of total assets at end of year2012-12-31$300,178,862
Value of total assets at beginning of year2012-12-31$270,322,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,287,354
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$639,325
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,471,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,394,033
Administrative expenses (other) incurred2012-12-31$818,614
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$29,875,853
Value of net assets at end of year (total assets less liabilities)2012-12-31$300,178,862
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$270,322,299
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$752,405
Value of interest in master investment trust accounts at end of year2012-12-31$290,514,129
Value of interest in master investment trust accounts at beginning of year2012-12-31$267,928,266
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$16,544,410
Employer contributions (assets) at end of year2012-12-31$7,192,894
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$20,526,631
Contract administrator fees2012-12-31$77,010
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. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$678,729
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$19,005,950
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$21,770,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,215,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,043,000
Value of total assets at end of year2011-12-31$270,322,299
Value of total assets at beginning of year2011-12-31$273,765,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,555,082
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$611,450
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,394,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,318,676
Administrative expenses (other) incurred2011-12-31$471,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,764,951
Value of net assets at end of year (total assets less liabilities)2011-12-31$270,322,299
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$273,765,979
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$1,392,060
Value of interest in master investment trust accounts at end of year2011-12-31$267,928,266
Value of interest in master investment trust accounts at beginning of year2011-12-31$265,947,303
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
Contributions received in cash from employer2011-12-31$5,043,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,215,819
Contract administrator fees2011-12-31$80,032
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. COORDINATED BARGAINING EMPLOYEES' 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$38,133,749
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$20,780,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,544,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,500,000
Value of total assets at end of year2010-12-31$273,765,979
Value of total assets at beginning of year2010-12-31$256,413,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,236,719
Total interest from all sources2010-12-31$72,985
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$283,411
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$361,651
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$17,352,806
Value of net assets at end of year (total assets less liabilities)2010-12-31$273,765,979
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$256,413,173
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$1,591,657
Interest earned on other investments2010-12-31$72,985
Value of interest in master investment trust accounts at end of year2010-12-31$265,947,303
Value of interest in master investment trust accounts at beginning of year2010-12-31$254,167,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,318,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,245,691
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$5,500,000
Employer contributions (assets) at end of year2010-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,544,224
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. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN

2016: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' 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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 445 ASSN 2
Policy instance 1
Insurance contract or identification numberGAC 445 ASSN 2
Number of Individuals Covered5222
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
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?No

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