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KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 401k Plan overview

Plan NameKARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN
Plan identification number 001

KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

KARL STORZ IMAGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:KARL STORZ IMAGING, INC.
Employer identification number (EIN):770018084
NAIC Classification:339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS 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
0012018-01-01
0012018-01-01
0012017-01-01TOM CRUZ
0012016-01-01TOM CRUZ TOM CRUZ2017-09-22
0012016-01-01 TOM CRUZ2017-09-22
0012015-01-01TOM CRUZ
0012014-01-01TOM CRUZ TOM CRUZ2015-10-13
0012013-01-01TOM CRUZ TOM CRUZ2014-10-07
0012012-01-01GARY A. MACKER GARY A. MACKER2013-10-14
0012011-01-01GARY A. MACKER GARY A. MACKER2012-10-12
0012009-01-01GARY MACKER GARY MACKER2010-10-12

Plan Statistics for KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN

401k plan membership statisitcs for KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN

Measure Date Value
2022: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01471
Total number of active participants reported on line 7a of the Form 55002022-01-01366
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01137
Total of all active and inactive participants2022-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01505
Number of participants with account balances2022-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01470
Total number of active participants reported on line 7a of the Form 55002021-01-01346
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01471
Number of participants with account balances2021-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01480
Total number of active participants reported on line 7a of the Form 55002020-01-01350
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01118
Total of all active and inactive participants2020-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01470
Number of participants with account balances2020-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01482
Total number of active participants reported on line 7a of the Form 55002019-01-01370
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01480
Number of participants with account balances2019-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01481
Total number of active participants reported on line 7a of the Form 55002018-01-01391
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01482
Number of participants with account balances2018-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01463
Total number of active participants reported on line 7a of the Form 55002017-01-01394
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01481
Number of participants with account balances2017-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01462
Total number of active participants reported on line 7a of the Form 55002016-01-01398
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01463
Number of participants with account balances2016-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01440
Total number of active participants reported on line 7a of the Form 55002015-01-01402
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01462
Number of participants with account balances2015-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01408
Total number of active participants reported on line 7a of the Form 55002014-01-01395
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01440
Number of participants with account balances2014-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01399
Total number of active participants reported on line 7a of the Form 55002013-01-01368
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01408
Number of participants with account balances2013-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01385
Total number of active participants reported on line 7a of the Form 55002012-01-01358
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01399
Number of participants with account balances2012-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01418
Total number of active participants reported on line 7a of the Form 55002011-01-01336
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01375
Number of participants with account balances2011-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01408
Total number of active participants reported on line 7a of the Form 55002009-01-01320
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0195
Total of all active and inactive participants2009-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01415
Number of participants with account balances2009-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN

Measure Date Value
2022 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-11,199,868
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,542,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,405,946
Value of total corrective distributions2022-12-31$382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,818,143
Value of total assets at end of year2022-12-31$95,642,039
Value of total assets at beginning of year2022-12-31$112,384,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$136,361
Total interest from all sources2022-12-31$450,072
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,464,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,464,032
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Contributions received from participants2022-12-31$4,307,528
Participant contributions at end of year2022-12-31$1,155,161
Participant contributions at beginning of year2022-12-31$1,361,323
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,105,667
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,916,555
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$127,081
Other income not declared elsewhere2022-12-31$-281,260
Administrative expenses (other) incurred2022-12-31$136,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,742,557
Value of net assets at end of year (total assets less liabilities)2022-12-31$95,642,039
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$112,384,596
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$57,380,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,428,678
Interest on participant loans2022-12-31$47,913
Interest earned on other investments2022-12-31$402,159
Value of interest in common/collective trusts at end of year2022-12-31$14,435,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,564,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,678,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,547,771
Net investment gain or loss from common/collective trusts2022-12-31$-1,103,084
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$1,383,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,405,946
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 name2022-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2022-12-31953680171
2021 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,593,414
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,628,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,476,536
Expenses. Certain deemed distributions of participant loans2021-12-31$250
Value of total corrective distributions2021-12-31$318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,908,220
Value of total assets at end of year2021-12-31$112,384,596
Value of total assets at beginning of year2021-12-31$97,420,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$151,719
Total interest from all sources2021-12-31$462,090
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,989,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,989,514
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,071,256
Participant contributions at end of year2021-12-31$1,361,323
Participant contributions at beginning of year2021-12-31$1,519,898
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,916,555
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,333,126
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$557,837
Other income not declared elsewhere2021-12-31$223,403
Administrative expenses (other) incurred2021-12-31$151,719
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$14,964,591
Value of net assets at end of year (total assets less liabilities)2021-12-31$112,384,596
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$97,420,005
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$91,428,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$76,176,784
Interest on participant loans2021-12-31$61,475
Interest earned on other investments2021-12-31$400,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,678,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,390,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,010,187
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$1,279,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,476,536
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 name2021-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2021-12-31953680171
2020 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$18,257,352
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,927,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,793,834
Expenses. Certain deemed distributions of participant loans2020-12-31$800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,616,267
Value of total assets at end of year2020-12-31$97,420,005
Value of total assets at beginning of year2020-12-31$88,089,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$132,381
Total interest from all sources2020-12-31$467,522
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,281,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,281,040
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,888,967
Participant contributions at end of year2020-12-31$1,519,898
Participant contributions at beginning of year2020-12-31$1,549,985
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,333,126
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,237,999
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$382,611
Other income not declared elsewhere2020-12-31$521,056
Administrative expenses (other) incurred2020-12-31$132,381
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$9,330,337
Value of net assets at end of year (total assets less liabilities)2020-12-31$97,420,005
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$88,089,668
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$76,176,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,111,225
Interest on participant loans2020-12-31$70,124
Interest earned on other investments2020-12-31$397,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,390,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,190,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,371,467
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$1,344,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,793,834
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2020-12-31953680171
2019 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$943,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,823,409
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,805,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,679,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,376,575
Value of total assets at end of year2019-12-31$88,089,668
Value of total assets at beginning of year2019-12-31$72,014,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$125,670
Total interest from all sources2019-12-31$457,937
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,445,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,445,018
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,786,118
Participant contributions at end of year2019-12-31$1,549,985
Participant contributions at beginning of year2019-12-31$1,522,269
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,237,999
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$834,498
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$235,693
Other income not declared elsewhere2019-12-31$415,996
Administrative expenses (other) incurred2019-12-31$125,670
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$17,018,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$88,089,668
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$72,014,500
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$69,111,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,948,327
Interest on participant loans2019-12-31$68,517
Interest earned on other investments2019-12-31$389,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,190,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,709,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,127,883
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$1,354,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,679,555
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2019-12-31953680171
2018 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,220,234
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,454,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,344,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,132,679
Value of total assets at end of year2018-12-31$72,014,500
Value of total assets at beginning of year2018-12-31$72,248,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,615
Total interest from all sources2018-12-31$441,894
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,012,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,012,872
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,724,876
Participant contributions at end of year2018-12-31$1,522,269
Participant contributions at beginning of year2018-12-31$1,414,529
Assets. Other investments not covered elsewhere at end of year2018-12-31$834,498
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$887,120
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$99,596
Other income not declared elsewhere2018-12-31$41,998
Administrative expenses (other) incurred2018-12-31$109,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-233,922
Value of net assets at end of year (total assets less liabilities)2018-12-31$72,014,500
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$72,248,422
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$54,948,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$56,587,528
Interest on participant loans2018-12-31$60,489
Interest earned on other investments2018-12-31$381,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,709,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,359,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,409,209
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$1,308,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,344,541
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2018-12-31953680171
2017 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$95,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,531,632
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,565,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,504,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,850,313
Value of total assets at end of year2017-12-31$72,248,422
Value of total assets at beginning of year2017-12-31$60,378,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,213
Total interest from all sources2017-12-31$427,449
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,419,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,419,659
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,468,715
Participant contributions at end of year2017-12-31$1,414,529
Participant contributions at beginning of year2017-12-31$1,526,789
Assets. Other investments not covered elsewhere at end of year2017-12-31$887,120
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,173,697
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$120,948
Other income not declared elsewhere2017-12-31$165,804
Administrative expenses (other) incurred2017-12-31$61,213
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$11,965,781
Value of net assets at end of year (total assets less liabilities)2017-12-31$72,248,422
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$60,378,391
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$56,587,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,561,890
Interest on participant loans2017-12-31$53,273
Interest earned on other investments2017-12-31$374,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,359,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,116,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,668,407
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$1,260,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,504,638
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2017-12-31953680171
2016 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$182,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,041,639
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,834,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,799,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,045,553
Value of total assets at end of year2016-12-31$60,378,391
Value of total assets at beginning of year2016-12-31$53,354,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,267
Total interest from all sources2016-12-31$404,793
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,705,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,705,804
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,303,356
Participant contributions at end of year2016-12-31$1,526,789
Participant contributions at beginning of year2016-12-31$1,481,186
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,173,697
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,135,816
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$585,918
Other income not declared elsewhere2016-12-31$89,361
Administrative expenses (other) incurred2016-12-31$35,267
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$7,207,277
Value of net assets at end of year (total assets less liabilities)2016-12-31$60,378,391
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,354,045
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$44,561,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,035,642
Interest on participant loans2016-12-31$54,169
Interest earned on other investments2016-12-31$350,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,116,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,701,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,796,128
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$1,156,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,799,095
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2016-12-31953680171
2015 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$150,163
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,026,675
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,033,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,994,558
Expenses. Certain deemed distributions of participant loans2015-12-31$3,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,560,847
Value of total assets at end of year2015-12-31$53,354,045
Value of total assets at beginning of year2015-12-31$51,510,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,462
Total interest from all sources2015-12-31$365,839
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,342,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,342,404
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,257,019
Participant contributions at end of year2015-12-31$1,481,186
Participant contributions at beginning of year2015-12-31$1,580,959
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,135,816
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,111,267
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$208,417
Other income not declared elsewhere2015-12-31$-14,051
Administrative expenses (other) incurred2015-12-31$35,462
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$1,993,231
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,354,045
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$51,510,977
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$40,035,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,646,168
Interest on participant loans2015-12-31$52,534
Interest earned on other investments2015-12-31$313,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,701,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,172,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,228,364
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$1,095,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,994,558
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2015-12-31953680171
2014 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$11,674
Total transfer of assets from this plan2014-12-31$257,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,306,196
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,182,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,156,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,344,461
Value of total assets at end of year2014-12-31$51,510,977
Value of total assets at beginning of year2014-12-31$45,632,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,169
Total interest from all sources2014-12-31$345,138
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,786,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,786,801
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,945,650
Participant contributions at end of year2014-12-31$1,580,959
Participant contributions at beginning of year2014-12-31$1,559,317
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,111,267
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$935,844
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$314,541
Other income not declared elsewhere2014-12-31$84,742
Administrative expenses (other) incurred2014-12-31$26,169
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$6,123,745
Value of net assets at end of year (total assets less liabilities)2014-12-31$51,510,977
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,632,768
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$38,646,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,980,697
Interest on participant loans2014-12-31$56,737
Interest earned on other investments2014-12-31$288,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,172,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,156,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$745,054
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,084,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,156,282
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2014-12-31953680171
2013 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,088,490
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,295,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,277,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,593,867
Value of total assets at end of year2013-12-31$45,632,768
Value of total assets at beginning of year2013-12-31$36,840,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,174
Total interest from all sources2013-12-31$324,684
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,170,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,170,726
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,533,537
Participant contributions at end of year2013-12-31$1,559,317
Participant contributions at beginning of year2013-12-31$1,557,882
Assets. Other investments not covered elsewhere at end of year2013-12-31$935,844
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$880,472
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$117,779
Other income not declared elsewhere2013-12-31$15,347
Administrative expenses (other) incurred2013-12-31$18,174
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$8,792,756
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,632,768
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,840,012
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$33,980,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,580,582
Interest on participant loans2013-12-31$56,567
Interest earned on other investments2013-12-31$268,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,156,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,821,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,983,866
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$942,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,277,560
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2013-12-31953680171
2012 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$436,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,973,983
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,337,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,323,738
Value of total corrective distributions2012-12-31$877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,355,836
Value of total assets at end of year2012-12-31$36,840,012
Value of total assets at beginning of year2012-12-31$31,640,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,206
Total interest from all sources2012-12-31$311,680
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$639,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$639,448
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,305,215
Participant contributions at end of year2012-12-31$1,557,882
Participant contributions at beginning of year2012-12-31$1,419,759
Assets. Other investments not covered elsewhere at end of year2012-12-31$880,472
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$731,128
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$159,775
Other income not declared elsewhere2012-12-31$3,034
Administrative expenses (other) incurred2012-12-31$13,206
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$5,636,162
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,840,012
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,640,002
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$25,580,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,034,143
Interest on participant loans2012-12-31$56,574
Interest earned on other investments2012-12-31$255,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,821,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,454,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,663,985
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$890,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,323,738
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2012-12-31953680171
2011 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$64,492
Total transfer of assets from this plan2011-12-31$1,032,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,530,706
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,378,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,364,357
Expenses. Certain deemed distributions of participant loans2011-12-31$3,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,974,512
Value of total assets at end of year2011-12-31$31,640,002
Value of total assets at beginning of year2011-12-31$32,455,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,662
Total interest from all sources2011-12-31$320,159
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$365,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$365,357
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,124,592
Participant contributions at end of year2011-12-31$1,419,759
Participant contributions at beginning of year2011-12-31$1,348,400
Assets. Other investments not covered elsewhere at end of year2011-12-31$731,128
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$707,186
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$38,448
Other income not declared elsewhere2011-12-31$-22,132
Administrative expenses (other) incurred2011-12-31$10,662
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$152,274
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,640,002
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,455,895
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$21,034,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,848,953
Interest on participant loans2011-12-31$59,509
Interest earned on other investments2011-12-31$260,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,454,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,551,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,107,190
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$811,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,364,357
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2011-12-31953680171
2010 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$41,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,620,978
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,356,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,348,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,248,020
Value of total assets at end of year2010-12-31$32,455,895
Value of total assets at beginning of year2010-12-31$27,150,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,747
Total interest from all sources2010-12-31$308,248
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$337,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$337,955
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,157,737
Participant contributions at end of year2010-12-31$1,348,400
Participant contributions at beginning of year2010-12-31$1,002,481
Assets. Other investments not covered elsewhere at end of year2010-12-31$707,186
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$660,793
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$276,417
Other income not declared elsewhere2010-12-31$37,201
Administrative expenses (other) incurred2010-12-31$7,747
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$5,264,304
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,455,895
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,150,281
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$21,848,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,173,195
Interest on participant loans2010-12-31$59,991
Interest earned on other investments2010-12-31$248,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,551,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,313,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,689,554
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$813,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,348,927
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGOWAN GUNTERMANN
Accountancy firm EIN2010-12-31953680171

Form 5500 Responses for KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY158
Policy instance 1
Insurance contract or identification numberPHY158
Number of Individuals Covered505
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP PENSION FUNDING
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH6158
Policy instance 1
Insurance contract or identification numberYH6158
Number of Individuals Covered471
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH6158
Policy instance 1
Insurance contract or identification numberYH6158
Number of Individuals Covered470
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number776158
Policy instance 1
Insurance contract or identification number776158
Number of Individuals Covered480
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY158
Policy instance 1
Insurance contract or identification numberPHY158
Number of Individuals Covered482
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY158
Policy instance 1
Insurance contract or identification numberPHY158
Number of Individuals Covered481
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY158
Policy instance 1
Insurance contract or identification numberPHY158
Number of Individuals Covered462
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY158
Policy instance 1
Insurance contract or identification numberPHY158
Number of Individuals Covered440
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY158
Policy instance 1
Insurance contract or identification numberPHY158
Number of Individuals Covered408
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY158
Policy instance 1
Insurance contract or identification numberPHY158
Number of Individuals Covered395
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY158
Policy instance 1
Insurance contract or identification numberPHY158
Number of Individuals Covered375
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY158
Policy instance 1
Insurance contract or identification numberPHY158
Number of Individuals Covered413
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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