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RETIREMENT PLAN FOR SELECT GE BUSINESSES 401k Plan overview

Plan NameRETIREMENT PLAN FOR SELECT GE BUSINESSES
Plan identification number 002

RETIREMENT PLAN FOR SELECT GE BUSINESSES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GE CAPITAL US HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:GE CAPITAL US HOLDINGS, INC.
Employer identification number (EIN):474432326
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR SELECT GE BUSINESSES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRYAN FALATO2023-09-29
0022021-01-01
0022021-01-01KIMBERLY JURY
0022020-01-01
0022019-01-01
0022017-01-01KIMBERLY JURY
0022016-01-01KIMBERLY JURY
0022015-01-01KIMBERLY JURY

Plan Statistics for RETIREMENT PLAN FOR SELECT GE BUSINESSES

401k plan membership statisitcs for RETIREMENT PLAN FOR SELECT GE BUSINESSES

Measure Date Value
2022: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2022 401k membership
Market value of plan assets2022-12-31763,067,827
Acturial value of plan assets2022-12-31719,289,646
Funding target for retired participants and beneficiaries receiving payment2022-12-31317,228,811
Number of terminated vested participants2022-12-315,567
Fundng target for terminated vested participants2022-12-31317,005,026
Active participant vested funding target2022-12-311,186,412
Number of active participants2022-12-3187
Total funding liabilities for active participants2022-12-311,186,412
Total participant count2022-12-3110,175
Total funding target for all participants2022-12-31635,420,249
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-318,045,919
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-318,045,919
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-318,848,097
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-314,662,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0110,175
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of retired or separated participants receiving benefits2022-01-014,144
Number of other retired or separated participants entitled to future benefits2022-01-015,139
Total of all active and inactive participants2022-01-019,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01723
Total participants2022-01-0110,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2021 401k membership
Market value of plan assets2021-12-31734,828,534
Acturial value of plan assets2021-12-31661,345,681
Funding target for retired participants and beneficiaries receiving payment2021-12-31301,937,870
Number of terminated vested participants2021-12-315,974
Fundng target for terminated vested participants2021-12-31326,218,538
Active participant vested funding target2021-12-312,041,632
Number of active participants2021-12-31100
Total funding liabilities for active participants2021-12-312,059,654
Total participant count2021-12-3110,421
Total funding target for all participants2021-12-31630,216,062
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-317,634,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-318,045,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-318,045,919
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-318,045,919
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-318,030,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0110,421
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-013,997
Number of other retired or separated participants entitled to future benefits2021-01-015,394
Total of all active and inactive participants2021-01-019,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01697
Total participants2021-01-0110,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2020 401k membership
Market value of plan assets2020-12-31642,321,592
Acturial value of plan assets2020-12-31620,204,633
Funding target for retired participants and beneficiaries receiving payment2020-12-31297,894,496
Number of terminated vested participants2020-12-316,533
Fundng target for terminated vested participants2020-12-31362,602,460
Active participant vested funding target2020-12-312,959,624
Number of active participants2020-12-31160
Total funding liabilities for active participants2020-12-312,994,495
Total participant count2020-12-3110,933
Total funding target for all participants2020-12-31663,491,451
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3119,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3120,749
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3121,020,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3120,181,873
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-318,575,907
Net shortfall amortization installment of oustanding balance2020-12-3143,286,818
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3112,547,449
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3112,547,449
Contributions allocatedtoward minimum required contributions for current year2020-12-3120,181,873
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0110,933
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-013,841
Number of other retired or separated participants entitled to future benefits2020-01-015,793
Total of all active and inactive participants2020-01-019,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01687
Total participants2020-01-0110,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2019 401k membership
Market value of plan assets2019-12-31570,327,719
Acturial value of plan assets2019-12-31601,754,512
Funding target for retired participants and beneficiaries receiving payment2019-12-31274,283,311
Number of terminated vested participants2019-12-317,521
Fundng target for terminated vested participants2019-12-31374,853,137
Active participant vested funding target2019-12-319,587,199
Number of active participants2019-12-31239
Total funding liabilities for active participants2019-12-319,804,138
Total participant count2019-12-3111,662
Total funding target for all participants2019-12-31658,940,586
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-314,998,106
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-314,998,106
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3142,923
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3140,777
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3117,750,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3116,739,061
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-317,074,616
Net shortfall amortization installment of oustanding balance2019-12-3157,186,074
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3116,719,405
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3116,719,405
Contributions allocatedtoward minimum required contributions for current year2019-12-3116,739,061
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0111,662
Total number of active participants reported on line 7a of the Form 55002019-01-01160
Number of retired or separated participants receiving benefits2019-01-013,744
Number of other retired or separated participants entitled to future benefits2019-01-016,225
Total of all active and inactive participants2019-01-0110,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01804
Total participants2019-01-0110,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2018 401k membership
Market value of plan assets2018-12-31660,106,975
Acturial value of plan assets2018-12-31627,289,434
Funding target for retired participants and beneficiaries receiving payment2018-12-31250,661,299
Number of terminated vested participants2018-12-319,323
Fundng target for terminated vested participants2018-12-31380,615,034
Active participant vested funding target2018-12-318,952,757
Number of active participants2018-12-31244
Total funding liabilities for active participants2018-12-319,195,280
Total participant count2018-12-3113,267
Total funding target for all participants2018-12-31640,471,613
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-314,365,158
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-314,365,158
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-314,998,106
Total employer contributions2018-12-315,700,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,195,543
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-317,182,797
Net shortfall amortization installment of oustanding balance2018-12-3118,180,285
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3110,150,726
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-314,998,106
Additional cash requirement2018-12-315,152,620
Contributions allocatedtoward minimum required contributions for current year2018-12-315,195,543
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2017 401k membership
Market value of plan assets2017-12-31609,601,215
Acturial value of plan assets2017-12-31618,795,443
Funding target for retired participants and beneficiaries receiving payment2017-12-31236,076,526
Number of terminated vested participants2017-12-318,925
Fundng target for terminated vested participants2017-12-31340,036,913
Active participant vested funding target2017-12-3132,090,660
Number of active participants2017-12-31934
Total funding liabilities for active participants2017-12-3132,348,763
Total participant count2017-12-3113,359
Total funding target for all participants2017-12-31608,462,202
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-314,113,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-314,365,158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-314,365,158
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-314,365,158
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,731,647
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0113,359
Total number of active participants reported on line 7a of the Form 55002017-01-01244
Number of retired or separated participants receiving benefits2017-01-013,269
Number of other retired or separated participants entitled to future benefits2017-01-019,063
Total of all active and inactive participants2017-01-0112,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01691
Total participants2017-01-0113,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2016 401k membership
Market value of plan assets2016-12-31594,331,157
Acturial value of plan assets2016-12-31619,488,476
Funding target for retired participants and beneficiaries receiving payment2016-12-31221,839,089
Number of terminated vested participants2016-12-319,186
Fundng target for terminated vested participants2016-12-31331,136,109
Active participant vested funding target2016-12-3131,281,849
Number of active participants2016-12-31967
Total funding liabilities for active participants2016-12-3131,615,808
Total participant count2016-12-3113,468
Total funding target for all participants2016-12-31584,591,006
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-314,358,079
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,113,417
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-314,120,892
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-314,113,417
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0113,468
Total number of active participants reported on line 7a of the Form 55002016-01-01934
Number of retired or separated participants receiving benefits2016-01-013,093
Number of other retired or separated participants entitled to future benefits2016-01-018,651
Total of all active and inactive participants2016-01-0112,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01681
Total participants2016-01-0113,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2015 401k membership
Total participants, beginning-of-year2015-01-0113,434
Total number of active participants reported on line 7a of the Form 55002015-01-01967
Number of retired or separated participants receiving benefits2015-01-012,939
Number of other retired or separated participants entitled to future benefits2015-01-018,929
Total of all active and inactive participants2015-01-0112,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01633
Total participants2015-01-0113,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on RETIREMENT PLAN FOR SELECT GE BUSINESSES

Measure Date Value
2022 : RETIREMENT PLAN FOR SELECT GE BUSINESSES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$180,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$53,150
Total income from all sources (including contributions)2022-12-31$-155,616,238
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$43,160,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$37,199,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$564,471,094
Value of total assets at beginning of year2022-12-31$763,120,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,960,602
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,014,906
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$180,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$53,150
Administrative expenses (other) incurred2022-12-31$4,925,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-198,776,833
Value of net assets at end of year (total assets less liabilities)2022-12-31$564,290,994
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$763,067,827
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
Value of interest in master investment trust accounts at end of year2022-12-31$564,471,094
Value of interest in master investment trust accounts at beginning of year2022-12-31$763,120,977
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$37,199,993
Contract administrator fees2022-12-31$20,207
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$180,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$53,150
Total income from all sources (including contributions)2022-01-01$-155,616,238
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$43,160,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$37,199,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$564,471,094
Value of total assets at beginning of year2022-01-01$763,120,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$5,960,602
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$1,014,906
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$180,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$53,150
Administrative expenses (other) incurred2022-01-01$4,925,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-198,776,833
Value of net assets at end of year (total assets less liabilities)2022-01-01$564,290,994
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$763,067,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in master investment trust accounts at end of year2022-01-01$564,471,094
Value of interest in master investment trust accounts at beginning of year2022-01-01$763,120,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$37,199,993
Contract administrator fees2022-01-01$20,207
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-01-01133891517
2021 : RETIREMENT PLAN FOR SELECT GE BUSINESSES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$53,150
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$71,034,706
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$42,862,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$38,200,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$763,120,977
Value of total assets at beginning of year2021-12-31$734,895,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,662,025
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$989,201
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$53,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,601,408
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$28,171,911
Value of net assets at end of year (total assets less liabilities)2021-12-31$763,067,827
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$734,895,916
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 master investment trust accounts at end of year2021-12-31$763,120,977
Value of interest in master investment trust accounts at beginning of year2021-12-31$726,415,916
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$8,480,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$38,200,770
Contract administrator fees2021-12-31$71,416
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : RETIREMENT PLAN FOR SELECT GE BUSINESSES 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$134,499,186
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$42,061,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$34,034,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,020,000
Value of total assets at end of year2020-12-31$734,895,916
Value of total assets at beginning of year2020-12-31$642,458,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,026,823
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$195,699
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$90,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$6,995,025
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$92,437,518
Value of net assets at end of year (total assets less liabilities)2020-12-31$734,895,916
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$642,458,398
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 master investment trust accounts at end of year2020-12-31$726,415,916
Value of interest in master investment trust accounts at beginning of year2020-12-31$632,358,398
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$21,020,000
Employer contributions (assets) at end of year2020-12-31$8,480,000
Employer contributions (assets) at beginning of year2020-12-31$10,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$34,034,845
Contract administrator fees2020-12-31$836,099
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : RETIREMENT PLAN FOR SELECT GE BUSINESSES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$153,338
Total income from all sources (including contributions)2019-12-31$119,802,051
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$47,580,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$39,177,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,750,000
Value of total assets at end of year2019-12-31$642,458,398
Value of total assets at beginning of year2019-12-31$570,390,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,403,319
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,162,393
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$90,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$153,338
Administrative expenses (other) incurred2019-12-31$7,240,926
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$72,221,603
Value of net assets at end of year (total assets less liabilities)2019-12-31$642,458,398
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$570,236,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$632,358,398
Value of interest in master investment trust accounts at beginning of year2019-12-31$564,690,133
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$17,750,000
Employer contributions (assets) at end of year2019-12-31$10,100,000
Employer contributions (assets) at beginning of year2019-12-31$5,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$39,177,129
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : RETIREMENT PLAN FOR SELECT GE BUSINESSES 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$153,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-25,668,745
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$64,295,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$56,848,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,700,000
Value of total assets at end of year2018-12-31$570,390,133
Value of total assets at beginning of year2018-12-31$660,200,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,446,775
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,681,834
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$90,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$153,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$5,764,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-89,963,865
Value of net assets at end of year (total assets less liabilities)2018-12-31$570,236,795
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$660,200,660
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 master investment trust accounts at end of year2018-12-31$564,690,133
Value of interest in master investment trust accounts at beginning of year2018-12-31$660,200,660
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$5,700,000
Employer contributions (assets) at end of year2018-12-31$5,700,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$56,848,345
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : RETIREMENT PLAN FOR SELECT GE BUSINESSES 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$23,748
Total income from all sources (including contributions)2017-12-31$85,904,438
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$35,137,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$28,229,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$660,200,660
Value of total assets at beginning of year2017-12-31$609,457,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,907,767
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,038,411
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$90,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$23,748
Administrative expenses (other) incurred2017-12-31$5,869,356
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$50,767,012
Value of net assets at end of year (total assets less liabilities)2017-12-31$660,200,660
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$609,433,648
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 master investment trust accounts at end of year2017-12-31$660,200,660
Value of interest in master investment trust accounts at beginning of year2017-12-31$609,457,396
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$28,229,659
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : RETIREMENT PLAN FOR SELECT GE BUSINESSES 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$23,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,665
Total income from all sources (including contributions)2016-12-31$46,258,823
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,959,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,271,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,358,079
Value of total assets at end of year2016-12-31$609,457,396
Value of total assets at beginning of year2016-12-31$594,187,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,688,451
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$825,442
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$90,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$23,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$52,665
Administrative expenses (other) incurred2016-12-31$4,863,009
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$15,298,975
Value of net assets at end of year (total assets less liabilities)2016-12-31$609,433,648
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$594,134,673
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 master investment trust accounts at end of year2016-12-31$609,457,396
Value of interest in master investment trust accounts at beginning of year2016-12-31$594,187,338
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$4,358,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,271,397
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : RETIREMENT PLAN FOR SELECT GE BUSINESSES 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$52,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$297,835
Total income from all sources (including contributions)2015-12-31$6,685,523
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$29,222,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$25,373,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$594,187,338
Value of total assets at beginning of year2015-12-31$616,969,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,848,393
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$883,778
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$90,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$52,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$297,835
Administrative expenses (other) incurred2015-12-31$2,962,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-22,536,736
Value of net assets at end of year (total assets less liabilities)2015-12-31$594,134,673
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$616,671,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,575
Value of interest in master investment trust accounts at end of year2015-12-31$594,187,338
Value of interest in master investment trust accounts at beginning of year2015-12-31$616,969,244
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,373,866
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207

Form 5500 Responses for RETIREMENT PLAN FOR SELECT GE BUSINESSES

2022: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR SELECT GE BUSINESSES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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