401k Plan data: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES plan

OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 401k Plan overview

Plan Name	OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES
Plan identification number	021

OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OSRAM SYLVANIA PUERTO RICO CORPORATION INC. has sponsored the creation of one or more 401k plans.

Company Name: OSRAM SYLVANIA PUERTO RICO CORPORATION INC.

Employer identification number (EIN): 660490498

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
021 2015-01-01 NICOLE VIENT 2016-10-14 ANDREW MARTIN 2016-10-14
021 2014-01-01 NICOLE VIENT 2015-10-05 PAMELA TRACEY 2015-10-05
021 2013-01-01 NICOLE VIENT PAMELA TRACEY 2014-10-10
021 2012-01-01 NICOLE VIENT NANCY MALONEY 2013-10-09
021 2011-01-01 NICOLE M. VIENT NANCY E. MALONEY 2012-09-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
021	2015-01-01	NICOLE VIENT	2016-10-14	ANDREW MARTIN	2016-10-14
021	2014-01-01	NICOLE VIENT	2015-10-05	PAMELA TRACEY	2015-10-05
021	2013-01-01	NICOLE VIENT		PAMELA TRACEY	2014-10-10
021	2012-01-01	NICOLE VIENT		NANCY MALONEY	2013-10-09
021	2011-01-01	NICOLE M. VIENT		NANCY E. MALONEY	2012-09-17

Plan Statistics for OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES

401k plan membership statisitcs for OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES

Measure Date Value
2013: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of retired or separated participants receiving benefits 2013-01-01 23
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 22
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
Number of retired or separated participants receiving benefits 2011-01-01 20
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of retired or separated participants receiving benefits	2013-01-01	23
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	22
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
Number of retired or separated participants receiving benefits	2011-01-01	20
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES

Measure	Date	Value
2013 : OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$31,257
Total plan liabilities at beginning of year	2013-12-31	$54,158
Total income from all sources	2013-12-31	$769,018
Expenses. Total of all expenses incurred	2013-12-31	$223,020
Benefits paid (including direct rollovers)	2013-12-31	$159,601
Total plan assets at end of year	2013-12-31	$5,091,681
Total plan assets at beginning of year	2013-12-31	$4,568,584
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Other income received	2013-12-31	$219,018
Net income (gross income less expenses)	2013-12-31	$545,998
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,060,424
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,514,426
Total contributions received or receivable from employer(s)	2013-12-31	$550,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$63,419
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$54,158
Total plan liabilities at beginning of year	2012-12-31	$53,762
Total income from all sources	2012-12-31	$1,049,168
Expenses. Total of all expenses incurred	2012-12-31	$282,592
Benefits paid (including direct rollovers)	2012-12-31	$156,259
Total plan assets at end of year	2012-12-31	$4,568,584
Total plan assets at beginning of year	2012-12-31	$3,801,612
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Other income received	2012-12-31	$449,168
Net income (gross income less expenses)	2012-12-31	$766,576
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,514,426
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,747,850
Total contributions received or receivable from employer(s)	2012-12-31	$600,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$126,333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$53,762
Total plan liabilities at beginning of year	2011-12-31	$2,763
Total income from all sources	2011-12-31	$544,731
Expenses. Total of all expenses incurred	2011-12-31	$242,286
Benefits paid (including direct rollovers)	2011-12-31	$152,300
Total plan assets at end of year	2011-12-31	$3,801,612
Total plan assets at beginning of year	2011-12-31	$3,448,168
Value of fidelity bond covering the plan	2011-12-31	$5,000,000
Other income received	2011-12-31	$267,731
Net income (gross income less expenses)	2011-12-31	$302,445
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,747,850
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,445,405
Total contributions received or receivable from employer(s)	2011-12-31	$277,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$89,986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES

2013: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OSRAM SYLVANIA PUERTO RICO CORPORATION PENSION PLAN FOR SALARIED EES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OSRAM SYLVANIA PUERTO RICO CORPORATION INC.
Employer identification number (EIN):	660490498
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies