401k Plan data: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN plan

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

Plan Name	BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN
Plan identification number	155

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

401k Plan Type	Defined 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. 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 Signed Name of Company Sponsor Date Sponsor Signed
155 2013-01-01 LISA S. GOLDEY LISA S. GOLDEY 2014-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
155	2013-01-01	LISA S. GOLDEY		LISA S. GOLDEY	2014-10-10

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
2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,046
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 522
Number of retired or separated participants receiving benefits 2013-01-01 392
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,655
Total of all active and inactive participants 2013-01-01 2,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 60
Total participants 2013-01-01 2,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,046
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	522
Number of retired or separated participants receiving benefits	2013-01-01	392
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,655
Total of all active and inactive participants	2013-01-01	2,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	60
Total participants	2013-01-01	2,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

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

Measure	Date	Value
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 incurred	2013-12-31	$22,905,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$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 year	2013-12-31	$196,571,449
Value of total assets at beginning of year	2013-12-31	$183,362,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Liabilities. Value of operating payables at end of year	2013-12-31	$215,473
Liabilities. Value of operating payables at beginning of year	2013-12-31	$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 appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$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)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in master investment trust accounts at end of year	2013-12-31	$196,571,449
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$183,362,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$22,905,856
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2013-12-31	222027092

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

2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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

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