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BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 401k Plan overview

Plan NameBRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN
Plan identification number 001

BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN Benefits

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

401k Sponsoring company profile

BRISTOL-MYERS SQUIBB PUERTO RICO has sponsored the creation of one or more 401k plans.

Company Name:BRISTOL-MYERS SQUIBB PUERTO RICO
Employer identification number (EIN):660256665
NAIC Classification:325410

Additional information about BRISTOL-MYERS SQUIBB PUERTO RICO

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0603820

More information about BRISTOL-MYERS SQUIBB PUERTO RICO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA S. GOLDEY
0012016-01-01LISA S. GOLDEY
0012015-01-01LISA S. GOLDEY LISA S. GOLDEY2016-10-13
0012014-01-01LISA S. GOLDEY LISA S. GOLDEY2015-10-14
0012013-01-01LISA S. GOLDEY LISA S. GOLDEY2014-10-10
0012012-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2013-10-11
0012011-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2012-10-10
0012010-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2011-10-13
0012009-01-01RICHARD C. LODATO RICHARD C. LODATO2010-10-14
0012009-01-01RICHARD LODATO RICHARD LODATO2010-10-15

Plan Statistics for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

Measure Date Value
2022: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets2022-12-31225,907,338
Acturial value of plan assets2022-12-31219,025,265
Funding target for retired participants and beneficiaries receiving payment2022-12-3162,366,787
Number of terminated vested participants2022-12-311,107
Fundng target for terminated vested participants2022-12-3155,948,058
Active participant vested funding target2022-12-3128,842,726
Number of active participants2022-12-31367
Total funding liabilities for active participants2022-12-3130,968,113
Total participant count2022-12-312,028
Total funding target for all participants2022-12-31149,282,958
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3176,795,281
Prefunding balanced used to offset prior years funding requirement2022-12-316,747,772
Amount remaining of prefunding balance2022-12-3170,047,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of prefunding at beginning of current year2022-12-3174,061,231
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31849,000
Net shortfall amortization installment of oustanding balance2022-12-314,318,924
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,248,118
Prefunding balance elected to use to offset funding requirement2022-12-311,248,118
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,956
Total number of active participants reported on line 7a of the Form 55002022-01-01348
Number of retired or separated participants receiving benefits2022-01-01479
Number of other retired or separated participants entitled to future benefits2022-01-011,000
Total of all active and inactive participants2022-01-011,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0182
Total participants2022-01-011,909
2021: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-12-31227,931,214
Acturial value of plan assets2021-12-31207,294,900
Funding target for retired participants and beneficiaries receiving payment2021-12-3165,000,046
Number of terminated vested participants2021-12-311,162
Fundng target for terminated vested participants2021-12-3162,573,322
Active participant vested funding target2021-12-3133,187,190
Number of active participants2021-12-31385
Total funding liabilities for active participants2021-12-3135,551,155
Total participant count2021-12-312,095
Total funding target for all participants2021-12-31163,124,523
Balance at beginning of prior year after applicable adjustments2021-12-31631,914
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3178,922,463
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-31631,914
Prefunding balanced used to offset prior years funding requirement2021-12-315,191,585
Amount remaining of prefunding balance2021-12-3173,730,878
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-317,154,697
Balance of prefunding at beginning of current year2021-12-3176,795,281
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
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31909,000
Net shortfall amortization installment of oustanding balance2021-12-3132,624,904
Total funding amount beforereflecting carryover/prefunding balances2021-12-316,747,772
Prefunding balance elected to use to offset funding requirement2021-12-316,747,772
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,017
Total number of active participants reported on line 7a of the Form 55002021-01-01367
Number of retired or separated participants receiving benefits2021-01-01475
Number of other retired or separated participants entitled to future benefits2021-01-011,032
Total of all active and inactive participants2021-01-011,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0182
Total participants2021-01-011,956
2020: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets2020-12-31212,395,170
Acturial value of plan assets2020-12-31203,243,567
Funding target for retired participants and beneficiaries receiving payment2020-12-3162,425,669
Number of terminated vested participants2020-12-311,205
Fundng target for terminated vested participants2020-12-3159,228,741
Active participant vested funding target2020-12-3130,119,976
Number of active participants2020-12-31395
Total funding liabilities for active participants2020-12-3132,957,077
Total participant count2020-12-312,134
Total funding target for all participants2020-12-31154,611,487
Balance at beginning of prior year after applicable adjustments2020-12-317,458,028
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3164,410,726
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31339,430
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-317,118,598
Amount remaining of prefunding balance2020-12-3164,410,726
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-318,090,504
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31631,914
Balance of prefunding at beginning of current year2020-12-3178,922,463
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
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31815,000
Net shortfall amortization installment of oustanding balance2020-12-3130,922,297
Total funding amount beforereflecting carryover/prefunding balances2020-12-315,823,499
Carryover balance elected to use to offset funding requirement2020-12-31631,914
Prefunding balance elected to use to offset funding requirement2020-12-315,191,585
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,066
Total number of active participants reported on line 7a of the Form 55002020-01-01385
Number of retired or separated participants receiving benefits2020-01-01473
Number of other retired or separated participants entitled to future benefits2020-01-011,078
Total of all active and inactive participants2020-01-011,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0181
Total participants2020-01-012,017
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-12-31183,243,112
Acturial value of plan assets2019-12-31197,327,874
Funding target for retired participants and beneficiaries receiving payment2019-12-3159,234,908
Number of terminated vested participants2019-12-311,271
Fundng target for terminated vested participants2019-12-3159,670,676
Active participant vested funding target2019-12-3129,853,272
Number of active participants2019-12-31409
Total funding liabilities for active participants2019-12-3132,738,058
Total participant count2019-12-312,194
Total funding target for all participants2019-12-31151,643,642
Balance at beginning of prior year after applicable adjustments2019-12-318,450,600
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3170,556,168
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31281,000
Amount remaining of carryover balance2019-12-318,169,600
Amount remaining of prefunding balance2019-12-3170,556,168
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-317,458,028
Balance of prefunding at beginning of current year2019-12-3164,410,726
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
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31339,430
Total funding amount beforereflecting carryover/prefunding balances2019-12-31339,430
Carryover balance elected to use to offset funding requirement2019-12-31339,430
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,121
Total number of active participants reported on line 7a of the Form 55002019-01-01395
Number of retired or separated participants receiving benefits2019-01-01462
Number of other retired or separated participants entitled to future benefits2019-01-011,134
Total of all active and inactive participants2019-01-011,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0175
Total participants2019-01-012,066
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-12-31212,525,564
Acturial value of plan assets2018-12-31197,829,578
Funding target for retired participants and beneficiaries receiving payment2018-12-3157,229,321
Number of terminated vested participants2018-12-311,324
Fundng target for terminated vested participants2018-12-3159,014,329
Active participant vested funding target2018-12-3129,426,178
Number of active participants2018-12-31428
Total funding liabilities for active participants2018-12-3132,284,862
Total participant count2018-12-312,251
Total funding target for all participants2018-12-31148,528,512
Balance at beginning of prior year after applicable adjustments2018-12-3110,992,968
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3160,252,919
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-31444,074
Amount remaining of carryover balance2018-12-3110,548,894
Amount remaining of prefunding balance2018-12-3160,252,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-313,902,155
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-318,450,600
Balance of prefunding at beginning of current year2018-12-3170,556,168
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31281,000
Total funding amount beforereflecting carryover/prefunding balances2018-12-31281,000
Carryover balance elected to use to offset funding requirement2018-12-31281,000
Prefunding balance elected to use to offset funding requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,179
Total number of active participants reported on line 7a of the Form 55002018-01-01415
Number of retired or separated participants receiving benefits2018-01-01447
Number of other retired or separated participants entitled to future benefits2018-01-011,188
Total of all active and inactive participants2018-01-012,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0171
Total participants2018-01-012,121
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-31191,598,836
Acturial value of plan assets2017-12-31193,809,195
Funding target for retired participants and beneficiaries receiving payment2017-12-3152,887,019
Number of terminated vested participants2017-12-311,375
Fundng target for terminated vested participants2017-12-3155,988,954
Active participant vested funding target2017-12-3129,317,738
Number of active participants2017-12-31459
Total funding liabilities for active participants2017-12-3132,787,802
Total participant count2017-12-312,322
Total funding target for all participants2017-12-31141,663,775
Balance at beginning of prior year after applicable adjustments2017-12-3110,514,509
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3155,196,884
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31444,000
Amount remaining of carryover balance2017-12-3110,070,509
Amount remaining of prefunding balance2017-12-3155,196,884
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3110,992,968
Balance of prefunding at beginning of current year2017-12-3160,252,919
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31444,000
Total funding amount beforereflecting carryover/prefunding balances2017-12-31444,000
Carryover balance elected to use to offset funding requirement2017-12-31444,000
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,246
Total number of active participants reported on line 7a of the Form 55002017-01-01428
Number of retired or separated participants receiving benefits2017-01-01440
Number of other retired or separated participants entitled to future benefits2017-01-011,244
Total of all active and inactive participants2017-01-012,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0167
Total participants2017-01-012,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-31184,622,667
Acturial value of plan assets2016-12-31192,941,619
Funding target for retired participants and beneficiaries receiving payment2016-12-3149,785,727
Number of terminated vested participants2016-12-311,442
Fundng target for terminated vested participants2016-12-3155,755,968
Active participant vested funding target2016-12-3129,098,187
Number of active participants2016-12-31473
Total funding liabilities for active participants2016-12-3132,537,055
Total participant count2016-12-312,387
Total funding target for all participants2016-12-31138,078,750
Balance at beginning of prior year after applicable adjustments2016-12-3111,072,840
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3155,912,565
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31422,000
Amount remaining of carryover balance2016-12-3110,650,840
Amount remaining of prefunding balance2016-12-3155,912,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3110,514,509
Balance of prefunding at beginning of current year2016-12-3155,196,884
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31444,000
Total funding amount beforereflecting carryover/prefunding balances2016-12-31444,000
Carryover balance elected to use to offset funding requirement2016-12-31444,000
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,312
Total number of active participants reported on line 7a of the Form 55002016-01-01459
Number of retired or separated participants receiving benefits2016-01-01428
Number of other retired or separated participants entitled to future benefits2016-01-011,294
Total of all active and inactive participants2016-01-012,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0165
Total participants2016-01-012,246
2015: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,426
Total number of active participants reported on line 7a of the Form 55002015-01-01473
Number of retired or separated participants receiving benefits2015-01-01420
Number of other retired or separated participants entitled to future benefits2015-01-011,361
Total of all active and inactive participants2015-01-012,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0158
Total participants2015-01-012,312
2014: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,629
Total number of active participants reported on line 7a of the Form 55002014-01-01493
Number of retired or separated participants receiving benefits2014-01-01409
Number of other retired or separated participants entitled to future benefits2014-01-011,467
Total of all active and inactive participants2014-01-012,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0157
Total participants2014-01-012,426
2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,046
Total number of active participants reported on line 7a of the Form 55002013-01-01522
Number of retired or separated participants receiving benefits2013-01-01392
Number of other retired or separated participants entitled to future benefits2013-01-011,655
Total of all active and inactive participants2013-01-012,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0160
Total participants2013-01-012,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,068
Total number of active participants reported on line 7a of the Form 55002012-01-01548
Number of retired or separated participants receiving benefits2012-01-01375
Number of other retired or separated participants entitled to future benefits2012-01-012,065
Total of all active and inactive participants2012-01-012,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0158
Total participants2012-01-013,046
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,156
Total number of active participants reported on line 7a of the Form 55002011-01-01602
Number of retired or separated participants receiving benefits2011-01-01357
Number of other retired or separated participants entitled to future benefits2011-01-012,052
Total of all active and inactive participants2011-01-013,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0157
Total participants2011-01-013,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,285
Total number of active participants reported on line 7a of the Form 55002010-01-01668
Number of retired or separated participants receiving benefits2010-01-01345
Number of other retired or separated participants entitled to future benefits2010-01-012,089
Total of all active and inactive participants2010-01-013,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0154
Total participants2010-01-013,156
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,426
Total number of active participants reported on line 7a of the Form 55002009-01-01770
Number of retired or separated participants receiving benefits2009-01-01336
Number of other retired or separated participants entitled to future benefits2009-01-012,104
Total of all active and inactive participants2009-01-013,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0175
Total participants2009-01-013,285
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

Measure Date Value
2022 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$291,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$223,782
Total income from all sources (including contributions)2022-12-31$-50,953,511
Total of all expenses incurred2022-12-31$13,066,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,534,598
Value of total assets at end of year2022-12-31$161,955,233
Value of total assets at beginning of year2022-12-31$225,907,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,531,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
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
Liabilities. Value of operating payables at end of year2022-12-31$291,260
Liabilities. Value of operating payables at beginning of year2022-12-31$223,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-64,019,628
Value of net assets at end of year (total assets less liabilities)2022-12-31$161,663,973
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$225,683,601
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$161,955,233
Value of interest in master investment trust accounts at beginning of year2022-12-31$225,907,383
Net investment gain or loss from common/collective trusts2022-12-31$-50,953,511
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$11,534,598
Contract administrator fees2022-12-31$1,531,519
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2022-12-31222027092
2021 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$223,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$290,907
Total income from all sources (including contributions)2021-12-31$11,765,467
Total of all expenses incurred2021-12-31$13,721,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,721,958
Value of total assets at end of year2021-12-31$225,907,383
Value of total assets at beginning of year2021-12-31$227,930,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Liabilities. Value of operating payables at end of year2021-12-31$223,782
Liabilities. Value of operating payables at beginning of year2021-12-31$290,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,956,491
Value of net assets at end of year (total assets less liabilities)2021-12-31$225,683,601
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$227,640,092
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$225,907,383
Value of interest in master investment trust accounts at beginning of year2021-12-31$227,930,999
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,721,958
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 name2021-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2021-12-31222027092
2020 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$290,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$320,155
Total income from all sources (including contributions)2020-12-31$27,449,156
Total of all expenses incurred2020-12-31$11,893,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,893,618
Value of total assets at end of year2020-12-31$227,930,999
Value of total assets at beginning of year2020-12-31$212,404,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Liabilities. Value of operating payables at end of year2020-12-31$290,907
Liabilities. Value of operating payables at beginning of year2020-12-31$320,155
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$15,555,538
Value of net assets at end of year (total assets less liabilities)2020-12-31$227,640,092
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$212,084,554
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$227,930,999
Value of interest in master investment trust accounts at beginning of year2020-12-31$212,404,709
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,893,618
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2020-12-31222027092
2019 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$320,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$209,225
Total income from all sources (including contributions)2019-12-31$39,248,931
Total of all expenses incurred2019-12-31$10,197,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,197,236
Value of total assets at end of year2019-12-31$212,404,709
Value of total assets at beginning of year2019-12-31$183,242,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Liabilities. Value of operating payables at end of year2019-12-31$320,155
Liabilities. Value of operating payables at beginning of year2019-12-31$209,225
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$29,051,695
Value of net assets at end of year (total assets less liabilities)2019-12-31$212,084,554
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$183,032,859
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$212,404,709
Value of interest in master investment trust accounts at beginning of year2019-12-31$183,242,084
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,197,236
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
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 name2019-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2019-12-31222027092
2018 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$209,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$224,562
Total income from all sources (including contributions)2018-12-31$-18,293,859
Total of all expenses incurred2018-12-31$11,061,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,061,755
Value of total assets at end of year2018-12-31$183,242,084
Value of total assets at beginning of year2018-12-31$212,613,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Liabilities. Value of operating payables at end of year2018-12-31$209,225
Liabilities. Value of operating payables at beginning of year2018-12-31$224,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-29,355,614
Value of net assets at end of year (total assets less liabilities)2018-12-31$183,032,859
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$212,388,473
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$183,242,084
Value of interest in master investment trust accounts at beginning of year2018-12-31$212,613,035
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,061,755
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2018-12-31222027092
2017 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$224,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$542,603
Total income from all sources (including contributions)2017-12-31$32,247,556
Total of all expenses incurred2017-12-31$10,915,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,915,316
Value of total assets at end of year2017-12-31$212,613,035
Value of total assets at beginning of year2017-12-31$191,598,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$224,562
Liabilities. Value of operating payables at beginning of year2017-12-31$542,603
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$21,332,240
Value of net assets at end of year (total assets less liabilities)2017-12-31$212,388,473
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$191,056,233
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$212,613,035
Value of interest in master investment trust accounts at beginning of year2017-12-31$191,598,836
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$10,915,316
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2017-12-31222027092
2016 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$542,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$185,413
Total income from all sources (including contributions)2016-12-31$15,725,924
Total of all expenses incurred2016-12-31$9,106,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,106,945
Value of total assets at end of year2016-12-31$191,598,836
Value of total assets at beginning of year2016-12-31$184,622,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$542,603
Liabilities. Value of operating payables at beginning of year2016-12-31$185,413
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$6,618,979
Value of net assets at end of year (total assets less liabilities)2016-12-31$191,056,233
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$184,437,254
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$191,598,836
Value of interest in master investment trust accounts at beginning of year2016-12-31$184,622,667
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,106,945
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2016-12-31222027092
2015 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$185,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$242,349
Total income from all sources (including contributions)2015-12-31$-2,839,601
Total of all expenses incurred2015-12-31$12,176,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,176,916
Value of total assets at end of year2015-12-31$184,622,667
Value of total assets at beginning of year2015-12-31$199,696,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$185,413
Liabilities. Value of operating payables at beginning of year2015-12-31$242,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,016,517
Value of net assets at end of year (total assets less liabilities)2015-12-31$184,437,254
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$199,453,771
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 master investment trust accounts at end of year2015-12-31$184,622,667
Value of interest in master investment trust accounts at beginning of year2015-12-31$199,696,120
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$12,176,916
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2015-12-31222027092
2014 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$242,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$215,473
Total income from all sources (including contributions)2014-12-31$18,964,753
Total of all expenses incurred2014-12-31$15,866,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,866,958
Value of total assets at end of year2014-12-31$199,696,120
Value of total assets at beginning of year2014-12-31$196,571,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$242,349
Liabilities. Value of operating payables at beginning of year2014-12-31$215,473
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$3,097,795
Value of net assets at end of year (total assets less liabilities)2014-12-31$199,453,771
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$196,355,976
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 master investment trust accounts at end of year2014-12-31$199,696,120
Value of interest in master investment trust accounts at beginning of year2014-12-31$196,571,449
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,866,958
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2014-12-31222027092
2013 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$215,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$189,608
Total income from all sources (including contributions)2013-12-31$36,089,047
Total of all expenses incurred2013-12-31$22,905,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,905,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,000,000
Value of total assets at end of year2013-12-31$196,571,449
Value of total assets at beginning of year2013-12-31$183,362,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$215,473
Liabilities. Value of operating payables at beginning of year2013-12-31$189,608
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$13,183,191
Value of net assets at end of year (total assets less liabilities)2013-12-31$196,355,976
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$183,172,785
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 master investment trust accounts at end of year2013-12-31$196,571,449
Value of interest in master investment trust accounts at beginning of year2013-12-31$183,362,393
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$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,905,856
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2013-12-31222027092
2012 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$189,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$168,748
Total income from all sources (including contributions)2012-12-31$33,254,322
Total of all expenses incurred2012-12-31$11,980,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,980,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,000,000
Value of total assets at end of year2012-12-31$183,362,393
Value of total assets at beginning of year2012-12-31$162,067,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$189,608
Liabilities. Value of operating payables at beginning of year2012-12-31$168,748
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$21,274,122
Value of net assets at end of year (total assets less liabilities)2012-12-31$183,172,785
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$161,898,663
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 master investment trust accounts at end of year2012-12-31$183,362,393
Value of interest in master investment trust accounts at beginning of year2012-12-31$162,067,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,980,200
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2012-12-31222027092
2011 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$168,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$203,654
Total income from all sources (including contributions)2011-12-31$8,222,838
Total of all expenses incurred2011-12-31$12,738,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,738,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,665,000
Value of total assets at end of year2011-12-31$162,067,411
Value of total assets at beginning of year2011-12-31$166,618,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Liabilities. Value of operating payables at end of year2011-12-31$168,748
Liabilities. Value of operating payables at beginning of year2011-12-31$203,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,515,974
Value of net assets at end of year (total assets less liabilities)2011-12-31$161,898,663
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$166,414,637
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 master investment trust accounts at end of year2011-12-31$162,067,411
Value of interest in master investment trust accounts at beginning of year2011-12-31$150,283,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,665,000
Employer contributions (assets) at beginning of year2011-12-31$16,335,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,738,812
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2011-12-31222027092
2010 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$203,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$147,454
Total income from all sources (including contributions)2010-12-31$31,801,223
Total of all expenses incurred2010-12-31$17,599,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,599,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,532,610
Value of total assets at end of year2010-12-31$150,283,291
Value of total assets at beginning of year2010-12-31$136,025,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Liabilities. Value of operating payables at end of year2010-12-31$203,654
Liabilities. Value of operating payables at beginning of year2010-12-31$147,454
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$14,201,917
Value of net assets at end of year (total assets less liabilities)2010-12-31$150,079,637
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$135,877,720
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 master investment trust accounts at end of year2010-12-31$150,283,291
Value of interest in master investment trust accounts at beginning of year2010-12-31$132,557,784
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$11,532,610
Employer contributions (assets) at end of year2010-12-31$16,335,000
Employer contributions (assets) at beginning of year2010-12-31$3,467,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,599,306
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2010-12-31222027092
2009 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

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

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