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SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 401k Plan overview

Plan NameSCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP
Plan identification number 303

SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 ERSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3032022-01-01
3032021-01-01
3032020-01-01
3032019-01-01
3032018-01-01
3032017-01-01KAREN HANSEN
3032016-01-01KAREN HANSEN
3032015-01-01KAREN HANSEN
3032014-01-01BRADFORD LENHARD BRADFORD LENHARD2015-10-13
3032013-01-01BRADFORD LENHARD BRADFORD LENHARD2014-10-10
3032012-01-01KAREN HANSEN KAREN HANSEN2013-10-08
3032011-01-01KAREN HANSEN KAREN HANSEN2012-12-04
3032010-01-01KAREN HANSEN
3032009-01-01KAREN HANSEN KAREN HANSEN2010-10-14

Plan Statistics for SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP

401k plan membership statisitcs for SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP

Measure Date Value
2022: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2022 401k membership
Total participants, beginning-of-year2022-01-011,698
Total number of active participants reported on line 7a of the Form 55002022-01-011,347
Number of retired or separated participants receiving benefits2022-01-0167
Number of other retired or separated participants entitled to future benefits2022-01-01417
Total of all active and inactive participants2022-01-011,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-011,843
Number of participants with account balances2022-01-011,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2021 401k membership
Total participants, beginning-of-year2021-01-011,429
Total number of active participants reported on line 7a of the Form 55002021-01-011,273
Number of retired or separated participants receiving benefits2021-01-0131
Number of other retired or separated participants entitled to future benefits2021-01-01383
Total of all active and inactive participants2021-01-011,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-011,698
Number of participants with account balances2021-01-011,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2020 401k membership
Total participants, beginning-of-year2020-01-011,410
Total number of active participants reported on line 7a of the Form 55002020-01-011,030
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-01361
Total of all active and inactive participants2020-01-011,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-011,429
Number of participants with account balances2020-01-011,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2019 401k membership
Total participants, beginning-of-year2019-01-011,481
Total number of active participants reported on line 7a of the Form 55002019-01-011,060
Number of retired or separated participants receiving benefits2019-01-0135
Number of other retired or separated participants entitled to future benefits2019-01-01306
Total of all active and inactive participants2019-01-011,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,410
Number of participants with account balances2019-01-011,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2018 401k membership
Total participants, beginning-of-year2018-01-011,557
Total number of active participants reported on line 7a of the Form 55002018-01-011,206
Number of retired or separated participants receiving benefits2018-01-0128
Number of other retired or separated participants entitled to future benefits2018-01-01236
Total of all active and inactive participants2018-01-011,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-011,481
Number of participants with account balances2018-01-011,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2017 401k membership
Total participants, beginning-of-year2017-01-011,689
Total number of active participants reported on line 7a of the Form 55002017-01-011,274
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-01249
Total of all active and inactive participants2017-01-011,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-011,557
Number of participants with account balances2017-01-011,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2016 401k membership
Total participants, beginning-of-year2016-01-011,642
Total number of active participants reported on line 7a of the Form 55002016-01-011,354
Number of retired or separated participants receiving benefits2016-01-0163
Number of other retired or separated participants entitled to future benefits2016-01-01264
Total of all active and inactive participants2016-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,689
Number of participants with account balances2016-01-011,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2015 401k membership
Total participants, beginning-of-year2015-01-011,639
Total number of active participants reported on line 7a of the Form 55002015-01-011,321
Number of retired or separated participants receiving benefits2015-01-0157
Number of other retired or separated participants entitled to future benefits2015-01-01261
Total of all active and inactive participants2015-01-011,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,642
Number of participants with account balances2015-01-011,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2014 401k membership
Total participants, beginning-of-year2014-01-011,547
Total number of active participants reported on line 7a of the Form 55002014-01-011,313
Number of retired or separated participants receiving benefits2014-01-0156
Number of other retired or separated participants entitled to future benefits2014-01-01268
Total of all active and inactive participants2014-01-011,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,639
Number of participants with account balances2014-01-011,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2013 401k membership
Total participants, beginning-of-year2013-01-011,550
Total number of active participants reported on line 7a of the Form 55002013-01-011,225
Number of retired or separated participants receiving benefits2013-01-0157
Number of other retired or separated participants entitled to future benefits2013-01-01264
Total of all active and inactive participants2013-01-011,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,547
Number of participants with account balances2013-01-011,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2012 401k membership
Total participants, beginning-of-year2012-01-011,503
Total number of active participants reported on line 7a of the Form 55002012-01-011,230
Number of retired or separated participants receiving benefits2012-01-0149
Number of other retired or separated participants entitled to future benefits2012-01-01271
Total of all active and inactive participants2012-01-011,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,550
Number of participants with account balances2012-01-011,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2011 401k membership
Total participants, beginning-of-year2011-01-011,617
Total number of active participants reported on line 7a of the Form 55002011-01-011,164
Number of retired or separated participants receiving benefits2011-01-0142
Number of other retired or separated participants entitled to future benefits2011-01-01296
Total of all active and inactive participants2011-01-011,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,503
Number of participants with account balances2011-01-011,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2010 401k membership
Total participants, beginning-of-year2010-01-011,744
Total number of active participants reported on line 7a of the Form 55002010-01-011,281
Number of retired or separated participants receiving benefits2010-01-0136
Number of other retired or separated participants entitled to future benefits2010-01-01300
Total of all active and inactive participants2010-01-011,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,617
Number of participants with account balances2010-01-011,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2009 401k membership
Total participants, beginning-of-year2009-01-011,888
Total number of active participants reported on line 7a of the Form 55002009-01-011,380
Number of retired or separated participants receiving benefits2009-01-0122
Number of other retired or separated participants entitled to future benefits2009-01-01342
Total of all active and inactive participants2009-01-011,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,744
Number of participants with account balances2009-01-011,721

Financial Data on SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP

Measure Date Value
2022 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$117,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,847,684
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,097,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,988,218
Expenses. Certain deemed distributions of participant loans2022-12-31$24,280
Value of total corrective distributions2022-12-31$1,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,471,259
Value of total assets at end of year2022-12-31$58,474,237
Value of total assets at beginning of year2022-12-31$74,536,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,828
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$76,644
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$174,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$174,291
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,710,562
Participant contributions at end of year2022-12-31$1,643,885
Participant contributions at beginning of year2022-12-31$1,681,483
Participant contributions at end of year2022-12-31$63,180
Participant contributions at beginning of year2022-12-31$61,276
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$186,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$404,795
Administrative expenses (other) incurred2022-12-31$82,821
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-15,944,874
Value of net assets at end of year (total assets less liabilities)2022-12-31$58,474,237
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$74,536,860
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$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$7
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$206,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,348,940
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$76,644
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$56,496,255
Value of interest in common/collective trusts at beginning of year2022-12-31$55,381,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,835,960
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-9,138,713
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$3,574,254
Employer contributions (assets) at end of year2022-12-31$63,979
Employer contributions (assets) at beginning of year2022-12-31$63,211
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,988,218
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$225,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,485,099
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,875,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,747,033
Value of total corrective distributions2021-12-31$2,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,235,616
Value of total assets at end of year2021-12-31$74,536,860
Value of total assets at beginning of year2021-12-31$66,152,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$125,725
Total interest from all sources2021-12-31$80,926
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$509,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$509,523
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,016,391
Participant contributions at end of year2021-12-31$1,681,483
Participant contributions at beginning of year2021-12-31$1,679,894
Participant contributions at end of year2021-12-31$61,276
Participant contributions at beginning of year2021-12-31$54,035
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$283,778
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,583
Other income not declared elsewhere2021-12-31$7,998
Administrative expenses (other) incurred2021-12-31$125,725
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$8,609,835
Value of net assets at end of year (total assets less liabilities)2021-12-31$74,536,860
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,152,224
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,348,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,557,616
Interest on participant loans2021-12-31$80,926
Value of interest in common/collective trusts at end of year2021-12-31$55,381,950
Value of interest in common/collective trusts at beginning of year2021-12-31$49,805,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,393,655
Net investment gain or loss from common/collective trusts2021-12-31$7,257,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$2,935,447
Employer contributions (assets) at end of year2021-12-31$63,211
Employer contributions (assets) at beginning of year2021-12-31$55,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,745,450
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,538,476
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,687,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,572,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,069,059
Value of total assets at end of year2020-12-31$66,152,224
Value of total assets at beginning of year2020-12-31$68,301,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$115,633
Total interest from all sources2020-12-31$90,669
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$324,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$324,444
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,603,525
Participant contributions at end of year2020-12-31$1,679,894
Participant contributions at beginning of year2020-12-31$2,102,962
Participant contributions at end of year2020-12-31$54,035
Participant contributions at beginning of year2020-12-31$83,442
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$75,491
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$337
Other income not declared elsewhere2020-12-31$4,356
Administrative expenses (other) incurred2020-12-31$115,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-2,149,199
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,152,224
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$68,301,423
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,557,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,227,823
Interest on participant loans2020-12-31$90,669
Value of interest in common/collective trusts at end of year2020-12-31$49,805,543
Value of interest in common/collective trusts at beginning of year2020-12-31$51,803,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,594,081
Net investment gain or loss from common/collective trusts2020-12-31$5,455,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,390,043
Employer contributions (assets) at end of year2020-12-31$55,136
Employer contributions (assets) at beginning of year2020-12-31$83,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,571,705
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,926,757
Total income from all sources (including contributions)2019-12-31$17,926,757
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,378,369
Total of all expenses incurred2019-12-31$9,378,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,253,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,253,429
Value of total corrective distributions2019-12-31$8,391
Value of total corrective distributions2019-12-31$8,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,680,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,680,308
Value of total assets at end of year2019-12-31$68,301,423
Value of total assets at end of year2019-12-31$68,301,423
Value of total assets at beginning of year2019-12-31$59,753,035
Value of total assets at beginning of year2019-12-31$59,753,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$116,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$116,549
Total interest from all sources2019-12-31$110,445
Total interest from all sources2019-12-31$110,445
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$371,100
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$371,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$371,100
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$371,100
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,995,204
Contributions received from participants2019-12-31$2,995,204
Participant contributions at end of year2019-12-31$2,102,962
Participant contributions at beginning of year2019-12-31$2,099,416
Participant contributions at end of year2019-12-31$83,442
Participant contributions at end of year2019-12-31$83,442
Participant contributions at beginning of year2019-12-31$9,796
Participant contributions at beginning of year2019-12-31$9,796
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$294,447
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$294,447
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$15,610
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$15,610
Other income not declared elsewhere2019-12-31$14,412
Other income not declared elsewhere2019-12-31$14,412
Administrative expenses (other) incurred2019-12-31$116,549
Administrative expenses (other) incurred2019-12-31$116,549
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
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$8,548,388
Value of net income/loss2019-12-31$8,548,388
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,301,423
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,301,423
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,753,035
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,753,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,227,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,227,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,444,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,444,804
Interest on participant loans2019-12-31$110,445
Interest on participant loans2019-12-31$110,445
Value of interest in common/collective trusts at end of year2019-12-31$51,803,347
Value of interest in common/collective trusts at end of year2019-12-31$51,803,347
Value of interest in common/collective trusts at beginning of year2019-12-31$46,186,541
Value of interest in common/collective trusts at beginning of year2019-12-31$46,186,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,228,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,228,866
Net investment gain or loss from common/collective trusts2019-12-31$8,521,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,390,657
Contributions received in cash from employer2019-12-31$3,390,657
Employer contributions (assets) at end of year2019-12-31$83,849
Employer contributions (assets) at end of year2019-12-31$83,849
Employer contributions (assets) at beginning of year2019-12-31$12,478
Employer contributions (assets) at beginning of year2019-12-31$12,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,237,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,237,819
Did the plan have assets held for investment2019-12-31Yes
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,764,849
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,597,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,491,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,210,011
Value of total assets at end of year2018-12-31$59,753,035
Value of total assets at beginning of year2018-12-31$63,585,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$106,090
Total interest from all sources2018-12-31$95,997
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$272,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$272,445
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,999,378
Participant contributions at end of year2018-12-31$2,099,416
Participant contributions at beginning of year2018-12-31$1,884,370
Participant contributions at end of year2018-12-31$9,796
Participant contributions at beginning of year2018-12-31$47,914
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,791
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$10,747
Other income not declared elsewhere2018-12-31$37,387
Administrative expenses (other) incurred2018-12-31$106,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,832,317
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,753,035
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,585,352
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,444,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,695,185
Interest on participant loans2018-12-31$95,997
Value of interest in common/collective trusts at end of year2018-12-31$46,186,541
Value of interest in common/collective trusts at beginning of year2018-12-31$51,873,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,205,248
Net investment gain or loss from common/collective trusts2018-12-31$-2,645,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,171,842
Employer contributions (assets) at end of year2018-12-31$12,478
Employer contributions (assets) at beginning of year2018-12-31$84,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,480,329
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,267,091
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,413,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,318,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,304,327
Value of total assets at end of year2017-12-31$63,585,352
Value of total assets at beginning of year2017-12-31$53,732,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$95,171
Total interest from all sources2017-12-31$79,213
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$69,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$69,935
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,995,980
Participant contributions at end of year2017-12-31$1,884,370
Participant contributions at beginning of year2017-12-31$1,684,108
Participant contributions at end of year2017-12-31$47,914
Participant contributions at beginning of year2017-12-31$42,142
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,488
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,010
Other income not declared elsewhere2017-12-31$44,510
Administrative expenses (other) incurred2017-12-31$95,171
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$9,853,227
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,585,352
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,732,125
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,695,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,378,290
Interest on participant loans2017-12-31$79,213
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$6,490,882
Value of interest in common/collective trusts at end of year2017-12-31$51,873,063
Value of interest in common/collective trusts at beginning of year2017-12-31$22,050,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,371,761
Net investment gain or loss from common/collective trusts2017-12-31$6,488,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,261,859
Employer contributions (assets) at end of year2017-12-31$84,820
Employer contributions (assets) at beginning of year2017-12-31$85,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,317,683
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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$12,606,407
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,247,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,189,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,897,667
Value of total assets at end of year2016-12-31$53,732,125
Value of total assets at beginning of year2016-12-31$44,373,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,202
Total interest from all sources2016-12-31$57,652
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$659,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$659,367
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,610,640
Participant contributions at end of year2016-12-31$1,684,108
Participant contributions at beginning of year2016-12-31$1,375,913
Participant contributions at end of year2016-12-31$42,142
Participant contributions at beginning of year2016-12-31$34,397
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$38,410
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$803
Other income not declared elsewhere2016-12-31$19,751
Administrative expenses (other) incurred2016-12-31$58,202
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$9,358,544
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,732,125
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,373,581
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,378,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,935,703
Interest on participant loans2016-12-31$57,652
Value of interest in master investment trust accounts at end of year2016-12-31$6,490,882
Value of interest in master investment trust accounts at beginning of year2016-12-31$5,696,806
Value of interest in common/collective trusts at end of year2016-12-31$22,050,944
Value of interest in common/collective trusts at beginning of year2016-12-31$17,294,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,485,919
Net investment gain or loss from common/collective trusts2016-12-31$1,074,114
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$5,248,617
Employer contributions (assets) at end of year2016-12-31$85,759
Employer contributions (assets) at beginning of year2016-12-31$36,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,188,858
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$4,968,707
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,659,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,593,280
Value of total corrective distributions2015-12-31$13,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,539,858
Value of total assets at end of year2015-12-31$44,373,581
Value of total assets at beginning of year2015-12-31$47,064,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,648
Total interest from all sources2015-12-31$49,313
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$665,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$665,507
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,253,973
Participant contributions at end of year2015-12-31$1,375,913
Participant contributions at beginning of year2015-12-31$1,144,352
Participant contributions at end of year2015-12-31$34,397
Participant contributions at beginning of year2015-12-31$7,979
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$116,399
Other income not declared elsewhere2015-12-31$6,145
Administrative expenses (other) incurred2015-12-31$52,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,691,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,373,581
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,064,581
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,935,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,822,752
Interest on participant loans2015-12-31$49,313
Value of interest in master investment trust accounts at end of year2015-12-31$5,696,806
Value of interest in master investment trust accounts at beginning of year2015-12-31$8,642,956
Value of interest in common/collective trusts at end of year2015-12-31$17,294,190
Value of interest in common/collective trusts at beginning of year2015-12-31$16,445,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-672,602
Net investment gain or loss from common/collective trusts2015-12-31$-184,960
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$4,169,486
Employer contributions (assets) at end of year2015-12-31$36,572
Employer contributions (assets) at beginning of year2015-12-31$1,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,593,280
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 LLP
Accountancy firm EIN2015-12-31346565596
2014 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$3,376,640
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,796,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,752,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,407,860
Value of total assets at end of year2014-12-31$47,064,581
Value of total assets at beginning of year2014-12-31$47,484,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,642
Total interest from all sources2014-12-31$42,840
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$535,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$535,719
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,765,789
Participant contributions at end of year2014-12-31$1,144,352
Participant contributions at beginning of year2014-12-31$1,083,115
Participant contributions at end of year2014-12-31$7,979
Participant contributions at beginning of year2014-12-31$6,021
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$164,863
Administrative expenses (other) incurred2014-12-31$44,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-420,099
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,064,581
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,484,680
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,822,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,340,129
Interest on participant loans2014-12-31$42,840
Value of interest in master investment trust accounts at end of year2014-12-31$8,642,956
Value of interest in master investment trust accounts at beginning of year2014-12-31$11,240,389
Value of interest in common/collective trusts at end of year2014-12-31$16,445,342
Value of interest in common/collective trusts at beginning of year2014-12-31$15,814,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,086,156
Net investment gain or loss from common/collective trusts2014-12-31$709,693
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$477,208
Employer contributions (assets) at end of year2014-12-31$1,200
Employer contributions (assets) at beginning of year2014-12-31$415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,752,097
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
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 LLP
Accountancy firm EIN2014-12-31346565596
2013 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$70,092
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$9,276,260
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,285,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,213,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,122,513
Value of total assets at end of year2013-12-31$47,484,680
Value of total assets at beginning of year2013-12-31$40,563,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$71,833
Total interest from all sources2013-12-31$185,164
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$505,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$505,133
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,803,316
Participant contributions at end of year2013-12-31$1,083,115
Participant contributions at beginning of year2013-12-31$1,006,880
Participant contributions at end of year2013-12-31$6,021
Participant contributions at beginning of year2013-12-31$30,465
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$5,205
Other income not declared elsewhere2013-12-31$8,996
Administrative expenses (other) incurred2013-12-31$71,833
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$6,991,138
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,484,680
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,563,634
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,340,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,126,578
Interest on participant loans2013-12-31$40,696
Interest earned on other investments2013-12-31$144,468
Value of interest in master investment trust accounts at end of year2013-12-31$11,240,389
Value of interest in master investment trust accounts at beginning of year2013-12-31$9,947,481
Value of interest in common/collective trusts at end of year2013-12-31$15,814,611
Value of interest in common/collective trusts at beginning of year2013-12-31$8,447,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,750,662
Net investment gain or loss from common/collective trusts2013-12-31$503,321
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$319,197
Employer contributions (assets) at end of year2013-12-31$415
Employer contributions (assets) at beginning of year2013-12-31$4,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,208,084
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
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 LLP
Accountancy firm EIN2013-12-31346565596
2012 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$6,418
Total transfer of assets from this plan2012-12-31$20,608
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$8,790,097
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,420,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,361,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,961,546
Value of total assets at end of year2012-12-31$40,563,634
Value of total assets at beginning of year2012-12-31$36,207,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,931
Total interest from all sources2012-12-31$39,143
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$493,135
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$493,135
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,654,279
Participant contributions at end of year2012-12-31$1,006,880
Participant contributions at beginning of year2012-12-31$960,506
Participant contributions at end of year2012-12-31$30,465
Participant contributions at beginning of year2012-12-31$23,873
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,555
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,363
Other income not declared elsewhere2012-12-31$6,219
Administrative expenses (other) incurred2012-12-31$58,931
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$4,370,096
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,563,634
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,207,728
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,126,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,630,346
Interest on participant loans2012-12-31$39,143
Value of interest in master investment trust accounts at end of year2012-12-31$9,947,481
Value of interest in master investment trust accounts at beginning of year2012-12-31$8,275,793
Value of interest in common/collective trusts at end of year2012-12-31$8,447,278
Value of interest in common/collective trusts at beginning of year2012-12-31$8,316,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,956,526
Net investment gain or loss from common/collective trusts2012-12-31$220,229
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,304,712
Employer contributions (assets) at end of year2012-12-31$4,952
Employer contributions (assets) at beginning of year2012-12-31$892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,359,707
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
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 LLP
Accountancy firm EIN2012-12-31346565596
2011 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$-1,416,181
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,061,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,056,905
Expenses. Certain deemed distributions of participant loans2011-12-31$62,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,594,223
Value of total assets at end of year2011-12-31$36,207,728
Value of total assets at beginning of year2011-12-31$40,685,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,725
Total interest from all sources2011-12-31$40,491
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$405,914
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$405,914
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,491,311
Participant contributions at end of year2011-12-31$960,506
Participant contributions at beginning of year2011-12-31$1,017,502
Participant contributions at end of year2011-12-31$23,873
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$58,119
Other income not declared elsewhere2011-12-31$463
Administrative expenses (other) incurred2011-12-31$4,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,477,811
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,207,728
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,685,539
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,630,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,173,676
Interest on participant loans2011-12-31$40,491
Value of interest in master investment trust accounts at end of year2011-12-31$8,275,793
Value of interest in master investment trust accounts at beginning of year2011-12-31$12,672,129
Value of interest in common/collective trusts at end of year2011-12-31$8,316,318
Value of interest in common/collective trusts at beginning of year2011-12-31$8,822,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-504,429
Net investment gain or loss from common/collective trusts2011-12-31$305,605
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$44,793
Employer contributions (assets) at end of year2011-12-31$892
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,056,905
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
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 LLP
Accountancy firm EIN2011-12-31346565596
2010 : SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$37,198
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$6,942,952
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,625,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,611,693
Expenses. Certain deemed distributions of participant loans2010-12-31$9,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,427,280
Value of total assets at end of year2010-12-31$40,685,539
Value of total assets at beginning of year2010-12-31$37,405,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,440
Total interest from all sources2010-12-31$43,654
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$353,391
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$353,391
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,391,116
Participant contributions at end of year2010-12-31$1,017,502
Participant contributions at beginning of year2010-12-31$934,294
Administrative expenses (other) incurred2010-12-31$4,440
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$3,317,364
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,685,539
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,405,373
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,173,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,756,392
Interest on participant loans2010-12-31$43,654
Value of interest in master investment trust accounts at end of year2010-12-31$12,672,129
Value of interest in master investment trust accounts at beginning of year2010-12-31$10,714,687
Value of interest in common/collective trusts at end of year2010-12-31$8,822,232
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,812,209
Net investment gain or loss from common/collective trusts2010-12-31$373,620
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$36,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,611,693
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
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 LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP

2022: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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 ERSP 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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 ERSP 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 ERSP 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 ERSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 ERSP 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING ERSP 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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