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BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 401k Plan overview

Plan NameBRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.
Plan identification number 002

BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

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. SAVINGS AND INVESTMENT PROG.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LISA S. GOLDEY
0022016-01-01LISA S. GOLDEY
0022015-01-01LISA S. GOLDEY LISA S. GOLDEY2016-08-11
0022014-01-01LISA S. GOLDEY LISA S. GOLDEY2015-09-08
0022013-01-01LISA S. GOLDEY LISA S. GOLDEY2014-09-30
0022012-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2013-09-13
0022011-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2012-10-10
0022009-01-01RICHARD LODATO RICHARD LODATO2010-10-15
0022009-01-01RICHARD C. LODATO RICHARD C. LODATO2010-10-14

Plan Statistics for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.

Measure Date Value
2022: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2022 401k membership
Total participants, beginning-of-year2022-01-012,147
Total number of active participants reported on line 7a of the Form 55002022-01-011,649
Number of retired or separated participants receiving benefits2022-01-0128
Number of other retired or separated participants entitled to future benefits2022-01-01498
Total of all active and inactive participants2022-01-012,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-012,186
Number of participants with account balances2022-01-011,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0154
2021: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2021 401k membership
Total participants, beginning-of-year2021-01-012,067
Total number of active participants reported on line 7a of the Form 55002021-01-011,619
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-01492
Total of all active and inactive participants2021-01-012,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-012,147
Number of participants with account balances2021-01-011,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2020 401k membership
Total participants, beginning-of-year2020-01-011,922
Total number of active participants reported on line 7a of the Form 55002020-01-011,541
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01504
Total of all active and inactive participants2020-01-012,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-012,067
Number of participants with account balances2020-01-011,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2019 401k membership
Total participants, beginning-of-year2019-01-011,910
Total number of active participants reported on line 7a of the Form 55002019-01-011,386
Number of retired or separated participants receiving benefits2019-01-0124
Number of other retired or separated participants entitled to future benefits2019-01-01500
Total of all active and inactive participants2019-01-011,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-011,922
Number of participants with account balances2019-01-011,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2018 401k membership
Total participants, beginning-of-year2018-01-011,885
Total number of active participants reported on line 7a of the Form 55002018-01-011,363
Number of retired or separated participants receiving benefits2018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-01513
Total of all active and inactive participants2018-01-011,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-011,910
Number of participants with account balances2018-01-011,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2017 401k membership
Total participants, beginning-of-year2017-01-011,504
Total number of active participants reported on line 7a of the Form 55002017-01-011,356
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01502
Total of all active and inactive participants2017-01-011,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-011,885
Number of participants with account balances2017-01-011,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2016 401k membership
Total participants, beginning-of-year2016-01-011,391
Total number of active participants reported on line 7a of the Form 55002016-01-01962
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-01514
Total of all active and inactive participants2016-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-011,504
Number of participants with account balances2016-01-011,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2015 401k membership
Total participants, beginning-of-year2015-01-011,376
Total number of active participants reported on line 7a of the Form 55002015-01-01824
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-01539
Total of all active and inactive participants2015-01-011,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-011,391
Number of participants with account balances2015-01-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2014 401k membership
Total participants, beginning-of-year2014-01-011,432
Total number of active participants reported on line 7a of the Form 55002014-01-01772
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-01575
Total of all active and inactive participants2014-01-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0114
Total participants2014-01-011,376
Number of participants with account balances2014-01-011,360
2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2013 401k membership
Total participants, beginning-of-year2013-01-011,457
Total number of active participants reported on line 7a of the Form 55002013-01-01793
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-01605
Total of all active and inactive participants2013-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-011,432
Number of participants with account balances2013-01-011,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2012 401k membership
Total participants, beginning-of-year2012-01-011,523
Total number of active participants reported on line 7a of the Form 55002012-01-01746
Number of retired or separated participants receiving benefits2012-01-0123
Number of other retired or separated participants entitled to future benefits2012-01-01669
Total of all active and inactive participants2012-01-011,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0119
Total participants2012-01-011,457
Number of participants with account balances2012-01-011,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2011 401k membership
Total participants, beginning-of-year2011-01-011,667
Total number of active participants reported on line 7a of the Form 55002011-01-01759
Number of retired or separated participants receiving benefits2011-01-0199
Number of other retired or separated participants entitled to future benefits2011-01-01623
Total of all active and inactive participants2011-01-011,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0142
Total participants2011-01-011,523
Number of participants with account balances2011-01-011,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2009 401k membership
Total participants, beginning-of-year2009-01-013,290
Total number of active participants reported on line 7a of the Form 55002009-01-01929
Number of retired or separated participants receiving benefits2009-01-01375
Number of other retired or separated participants entitled to future benefits2009-01-011,972
Total of all active and inactive participants2009-01-013,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0147
Total participants2009-01-013,323
Number of participants with account balances2009-01-012,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.

Measure Date Value
2022 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2022 401k financial data
Total transfer of assets to this plan2022-12-31$16,316
Total income from all sources (including contributions)2022-12-31$-12,321,768
Total of all expenses incurred2022-12-31$18,375,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,375,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,499,703
Value of total assets at end of year2022-12-31$196,348,832
Value of total assets at beginning of year2022-12-31$227,029,469
Total interest from all sources2022-12-31$199,870
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,109,556
Participant contributions at end of year2022-12-31$3,920,511
Participant contributions at beginning of year2022-12-31$3,867,424
Participant contributions at end of year2022-12-31$224,990
Participant contributions at beginning of year2022-12-31$157,296
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$227,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,696,953
Value of net assets at end of year (total assets less liabilities)2022-12-31$196,348,832
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$227,029,469
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
Interest on participant loans2022-12-31$199,870
Value of interest in master investment trust accounts at end of year2022-12-31$188,516,835
Value of interest in master investment trust accounts at beginning of year2022-12-31$219,699,798
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
Contributions received in cash from employer2022-12-31$8,162,332
Employer contributions (assets) at end of year2022-12-31$3,686,496
Employer contributions (assets) at beginning of year2022-12-31$3,304,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,375,185
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$40,482,503
Total of all expenses incurred2021-12-31$8,351,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,351,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,361,944
Value of total assets at end of year2021-12-31$227,029,469
Value of total assets at beginning of year2021-12-31$194,898,836
Total interest from all sources2021-12-31$177,832
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 period2021-12-31Yes
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
Contributions received from participants2021-12-31$9,479,999
Participant contributions at end of year2021-12-31$3,867,424
Participant contributions at beginning of year2021-12-31$2,924,400
Participant contributions at end of year2021-12-31$157,296
Participant contributions at beginning of year2021-12-31$367,155
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$392,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$163,062
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$32,130,633
Value of net assets at end of year (total assets less liabilities)2021-12-31$227,029,469
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$194,898,836
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
Interest on participant loans2021-12-31$177,832
Value of interest in master investment trust accounts at end of year2021-12-31$219,699,798
Value of interest in master investment trust accounts at beginning of year2021-12-31$188,191,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,489,210
Employer contributions (assets) at end of year2021-12-31$3,304,951
Employer contributions (assets) at beginning of year2021-12-31$3,252,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,351,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$39,398,352
Total of all expenses incurred2020-12-31$15,542,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,542,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,055,237
Value of total assets at end of year2020-12-31$194,898,836
Value of total assets at beginning of year2020-12-31$171,042,834
Total interest from all sources2020-12-31$195,015
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 period2020-12-31Yes
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
Contributions received from participants2020-12-31$8,149,711
Participant contributions at end of year2020-12-31$2,924,400
Participant contributions at beginning of year2020-12-31$3,430,971
Participant contributions at end of year2020-12-31$367,155
Participant contributions at beginning of year2020-12-31$188,501
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$63,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$163,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$23,856,002
Value of net assets at end of year (total assets less liabilities)2020-12-31$194,898,836
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$171,042,834
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
Interest on participant loans2020-12-31$195,015
Value of interest in master investment trust accounts at end of year2020-12-31$188,191,712
Value of interest in master investment trust accounts at beginning of year2020-12-31$164,594,905
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$6,841,817
Employer contributions (assets) at end of year2020-12-31$3,252,507
Employer contributions (assets) at beginning of year2020-12-31$2,828,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,542,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$41,659,301
Total of all expenses incurred2019-12-31$8,646,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,646,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,777,493
Value of total assets at end of year2019-12-31$171,042,834
Value of total assets at beginning of year2019-12-31$138,030,389
Total interest from all sources2019-12-31$179,084
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 period2019-12-31Yes
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
Contributions received from participants2019-12-31$7,446,678
Participant contributions at end of year2019-12-31$3,430,971
Participant contributions at beginning of year2019-12-31$2,646,794
Participant contributions at end of year2019-12-31$188,501
Participant contributions at beginning of year2019-12-31$182,996
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$198,014
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$33,012,445
Value of net assets at end of year (total assets less liabilities)2019-12-31$171,042,834
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$138,030,389
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
Interest on participant loans2019-12-31$179,084
Value of interest in master investment trust accounts at end of year2019-12-31$164,594,905
Value of interest in master investment trust accounts at beginning of year2019-12-31$132,494,430
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$6,132,801
Employer contributions (assets) at end of year2019-12-31$2,828,457
Employer contributions (assets) at beginning of year2019-12-31$2,706,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,646,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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. SAVINGS AND INVESTMENT PROG. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,168,573
Total of all expenses incurred2018-12-31$13,795,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,795,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,105,026
Value of total assets at end of year2018-12-31$138,030,389
Value of total assets at beginning of year2018-12-31$147,657,062
Total interest from all sources2018-12-31$132,036
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 period2018-12-31Yes
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
Contributions received from participants2018-12-31$7,068,215
Participant contributions at end of year2018-12-31$2,646,794
Participant contributions at beginning of year2018-12-31$2,751,670
Participant contributions at end of year2018-12-31$182,996
Participant contributions at beginning of year2018-12-31$181,582
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$187,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,626,673
Value of net assets at end of year (total assets less liabilities)2018-12-31$138,030,389
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$147,657,062
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
Interest on participant loans2018-12-31$132,036
Value of interest in master investment trust accounts at end of year2018-12-31$132,494,430
Value of interest in master investment trust accounts at beginning of year2018-12-31$142,091,715
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$5,849,496
Employer contributions (assets) at end of year2018-12-31$2,706,169
Employer contributions (assets) at beginning of year2018-12-31$2,632,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,795,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$30,556,082
Total of all expenses incurred2017-12-31$8,284,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,284,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,100,846
Value of total assets at end of year2017-12-31$147,657,062
Value of total assets at beginning of year2017-12-31$125,384,993
Total interest from all sources2017-12-31$129,633
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
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Contributions received from participants2017-12-31$6,788,513
Participant contributions at end of year2017-12-31$2,751,670
Participant contributions at beginning of year2017-12-31$2,639,774
Participant contributions at end of year2017-12-31$181,582
Participant contributions at beginning of year2017-12-31$173,211
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$521,104
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$22,272,069
Value of net assets at end of year (total assets less liabilities)2017-12-31$147,657,062
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$125,384,993
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
Interest on participant loans2017-12-31$129,633
Value of interest in master investment trust accounts at end of year2017-12-31$142,091,715
Value of interest in master investment trust accounts at beginning of year2017-12-31$120,107,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,791,229
Employer contributions (assets) at end of year2017-12-31$2,632,095
Employer contributions (assets) at beginning of year2017-12-31$2,464,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,284,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$13,428,315
Total of all expenses incurred2016-12-31$8,459,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,459,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,773,940
Value of total assets at end of year2016-12-31$125,384,993
Value of total assets at beginning of year2016-12-31$120,416,364
Total interest from all sources2016-12-31$131,838
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 period2016-12-31Yes
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
Contributions received from participants2016-12-31$6,229,670
Participant contributions at end of year2016-12-31$2,639,774
Participant contributions at beginning of year2016-12-31$3,045,812
Participant contributions at end of year2016-12-31$173,211
Participant contributions at beginning of year2016-12-31$121,705
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$236,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$159,220
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$4,968,629
Value of net assets at end of year (total assets less liabilities)2016-12-31$125,384,993
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$120,416,364
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
Interest on participant loans2016-12-31$131,838
Value of interest in master investment trust accounts at end of year2016-12-31$120,107,868
Value of interest in master investment trust accounts at beginning of year2016-12-31$114,879,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,307,637
Employer contributions (assets) at end of year2016-12-31$2,464,140
Employer contributions (assets) at beginning of year2016-12-31$2,209,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,459,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$15,888,497
Total of all expenses incurred2015-12-31$6,295,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,295,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,577,344
Value of total assets at end of year2015-12-31$120,416,364
Value of total assets at beginning of year2015-12-31$110,823,101
Total interest from all sources2015-12-31$126,597
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 period2015-12-31Yes
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
Contributions received from participants2015-12-31$5,379,573
Participant contributions at end of year2015-12-31$3,045,812
Participant contributions at beginning of year2015-12-31$2,502,981
Participant contributions at end of year2015-12-31$121,705
Participant contributions at beginning of year2015-12-31$132,044
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$398,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$159,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$169,434
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$9,593,263
Value of net assets at end of year (total assets less liabilities)2015-12-31$120,416,364
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$110,823,101
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
Interest on participant loans2015-12-31$126,597
Value of interest in master investment trust accounts at end of year2015-12-31$114,879,821
Value of interest in master investment trust accounts at beginning of year2015-12-31$105,831,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,799,136
Employer contributions (assets) at end of year2015-12-31$2,209,806
Employer contributions (assets) at beginning of year2015-12-31$2,187,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,295,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$17,379,754
Total of all expenses incurred2014-12-31$8,625,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,625,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,814,963
Value of total assets at end of year2014-12-31$110,823,101
Value of total assets at beginning of year2014-12-31$102,068,627
Total interest from all sources2014-12-31$106,484
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 period2014-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
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
Contributions received from participants2014-12-31$4,834,049
Participant contributions at end of year2014-12-31$2,502,981
Participant contributions at beginning of year2014-12-31$2,310,473
Participant contributions at end of year2014-12-31$132,044
Participant contributions at beginning of year2014-12-31$108,117
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$413,076
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$169,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$177,274
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$8,754,474
Value of net assets at end of year (total assets less liabilities)2014-12-31$110,823,101
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$102,068,627
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
Interest on participant loans2014-12-31$106,484
Value of interest in master investment trust accounts at end of year2014-12-31$105,831,412
Value of interest in master investment trust accounts at beginning of year2014-12-31$97,366,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,567,838
Employer contributions (assets) at end of year2014-12-31$2,187,230
Employer contributions (assets) at beginning of year2014-12-31$2,105,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,625,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$30,481,794
Total of all expenses incurred2013-12-31$8,018,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,018,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,976,382
Value of total assets at end of year2013-12-31$102,068,627
Value of total assets at beginning of year2013-12-31$79,604,970
Total interest from all sources2013-12-31$88,273
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 period2013-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
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
Contributions received from participants2013-12-31$4,546,980
Participant contributions at end of year2013-12-31$2,310,473
Participant contributions at beginning of year2013-12-31$1,799,556
Participant contributions at end of year2013-12-31$108,117
Participant contributions at beginning of year2013-12-31$80,695
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,006,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$177,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$22,463,657
Value of net assets at end of year (total assets less liabilities)2013-12-31$102,068,627
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$79,604,970
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
Interest on participant loans2013-12-31$88,273
Value of interest in master investment trust accounts at end of year2013-12-31$97,366,778
Value of interest in master investment trust accounts at beginning of year2013-12-31$75,717,986
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$4,422,963
Employer contributions (assets) at end of year2013-12-31$2,105,985
Employer contributions (assets) at beginning of year2013-12-31$2,006,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,018,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$12,143,405
Total of all expenses incurred2012-12-31$7,027,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,027,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,416,374
Value of total assets at end of year2012-12-31$79,604,970
Value of total assets at beginning of year2012-12-31$74,488,655
Total interest from all sources2012-12-31$91,455
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 period2012-12-31Yes
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
Contributions received from participants2012-12-31$4,123,494
Participant contributions at end of year2012-12-31$1,799,556
Participant contributions at beginning of year2012-12-31$1,432,281
Participant contributions at end of year2012-12-31$80,695
Participant contributions at beginning of year2012-12-31$54,001
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$156,281
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$5,116,315
Value of net assets at end of year (total assets less liabilities)2012-12-31$79,604,970
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$74,488,655
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
Interest on participant loans2012-12-31$91,455
Value of interest in master investment trust accounts at end of year2012-12-31$75,717,986
Value of interest in master investment trust accounts at beginning of year2012-12-31$71,181,604
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$4,136,599
Employer contributions (assets) at end of year2012-12-31$2,006,733
Employer contributions (assets) at beginning of year2012-12-31$1,820,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,027,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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. SAVINGS AND INVESTMENT PROG. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$14,989,217
Total of all expenses incurred2011-12-31$7,502,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,502,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,512,133
Value of total assets at end of year2011-12-31$74,488,655
Value of total assets at beginning of year2011-12-31$67,002,007
Total interest from all sources2011-12-31$70,558
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 period2011-12-31Yes
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
Contributions received from participants2011-12-31$3,588,917
Participant contributions at end of year2011-12-31$1,432,281
Participant contributions at beginning of year2011-12-31$1,720,146
Participant contributions at end of year2011-12-31$54,001
Participant contributions at beginning of year2011-12-31$47,368
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$187,672
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$7,486,648
Value of net assets at end of year (total assets less liabilities)2011-12-31$74,488,655
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$67,002,007
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
Interest on participant loans2011-12-31$70,558
Value of interest in master investment trust accounts at end of year2011-12-31$71,181,604
Value of interest in master investment trust accounts at beginning of year2011-12-31$63,256,610
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$3,735,544
Employer contributions (assets) at end of year2011-12-31$1,820,769
Employer contributions (assets) at beginning of year2011-12-31$1,977,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,502,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
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. SAVINGS AND INVESTMENT PROG. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$13,099,252
Total of all expenses incurred2010-12-31$9,769,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,769,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,488,652
Value of total assets at end of year2010-12-31$67,002,007
Value of total assets at beginning of year2010-12-31$63,671,894
Total interest from all sources2010-12-31$82,610
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 period2010-12-31Yes
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
Contributions received from participants2010-12-31$3,659,039
Participant contributions at end of year2010-12-31$47,368
Participant contributions at beginning of year2010-12-31$56,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$271,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,330,113
Value of net assets at end of year (total assets less liabilities)2010-12-31$67,002,007
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$63,671,894
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
Assets. partnership/joint venture interests at end of year2010-12-31$1,720,146
Assets. partnership/joint venture interests at beginning of year2010-12-31$1,555,015
Interest on participant loans2010-12-31$82,610
Value of interest in master investment trust accounts at end of year2010-12-31$63,256,610
Value of interest in master investment trust accounts at beginning of year2010-12-31$61,761,761
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$3,829,613
Employer contributions (assets) at end of year2010-12-31$1,977,883
Employer contributions (assets) at beginning of year2010-12-31$27,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,769,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
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. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG.

2022: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG. 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. SAVINGS AND INVESTMENT PROG. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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