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Plan Name | PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | BHP COPPER INC. |
Employer identification number (EIN): | 860219794 |
NAIC Classification: | 212200 |
NAIC Description: | Metal Ore Mining |
Additional information about BHP COPPER INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2001-08-13 |
Company Identification Number: | 0800001362 |
Legal Registered Office Address: |
6840 N ORACLE RD STE 100 TUCSON United States of America (USA) 85704 |
More information about BHP COPPER INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | CHRIS CLARK | 2023-10-16 | ||
002 | 2021-01-01 | CHRIS CLARK | 2022-10-17 | ||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | JUSTIN LONG | |||
002 | 2016-01-01 | ANDREA GLASOFER | |||
002 | 2015-01-01 | ANDREA GLASOFER | |||
002 | 2014-01-01 | ANDREA GLASOFER | |||
002 | 2013-01-01 | ANDREA GLASOFER | |||
002 | 2012-01-01 | DEAN WOOLDRIDGE | DEAN WOOLDRIDGE | 2013-10-15 | |
002 | 2011-01-01 | DEAN WOOLDRIDGE | DEAN WOOLDRIDGE | 2012-10-25 | |
002 | 2009-01-01 | DEAN WOOLDRIDGE | DEAN WOOLDRIDGE | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2020: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 3,453 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 240,654,498 |
Acturial value of plan assets | 2019-12-31 | 240,654,498 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 162,631,499 |
Number of terminated vested participants | 2019-12-31 | 1,186 |
Fundng target for terminated vested participants | 2019-12-31 | 44,848,716 |
Active participant vested funding target | 2019-12-31 | 0 |
Number of active participants | 2019-12-31 | 0 |
Total funding liabilities for active participants | 2019-12-31 | 0 |
Total participant count | 2019-12-31 | 4,135 |
Total funding target for all participants | 2019-12-31 | 207,480,215 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 72,821,379 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 450,529 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 72,370,850 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 70,214,199 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 460,286 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 460,286 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 460,286 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 4,070 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2,366 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 452 |
Total of all active and inactive participants | 2019-01-01 | 2,818 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 635 |
Total participants | 2019-01-01 | 3,453 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 265,301,261 |
Acturial value of plan assets | 2018-12-31 | 265,301,261 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 160,819,051 |
Number of terminated vested participants | 2018-12-31 | 1,300 |
Fundng target for terminated vested participants | 2018-12-31 | 51,045,036 |
Active participant vested funding target | 2018-12-31 | 0 |
Number of active participants | 2018-12-31 | 0 |
Total funding liabilities for active participants | 2018-12-31 | 0 |
Total participant count | 2018-12-31 | 4,181 |
Total funding target for all participants | 2018-12-31 | 211,864,087 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 66,485,327 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 66,485,327 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 559,167 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 591,487 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 72,821,379 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 450,529 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 450,529 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 450,529 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 4,119 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2,336 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,115 |
Total of all active and inactive participants | 2018-01-01 | 3,451 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 619 |
Total participants | 2018-01-01 | 4,070 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 256,731,712 |
Acturial value of plan assets | 2017-12-31 | 256,731,712 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 154,562,276 |
Number of terminated vested participants | 2017-12-31 | 1,454 |
Fundng target for terminated vested participants | 2017-12-31 | 51,961,096 |
Active participant vested funding target | 2017-12-31 | 0 |
Number of active participants | 2017-12-31 | 0 |
Total funding liabilities for active participants | 2017-12-31 | 0 |
Total participant count | 2017-12-31 | 4,336 |
Total funding target for all participants | 2017-12-31 | 206,523,372 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 61,990,981 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 61,990,981 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 4,174,745 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 4,424,395 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 66,485,327 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 1,006,250 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 993,933 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 434,766 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 434,766 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 434,766 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 993,933 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 4,281 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2,274 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,213 |
Total of all active and inactive participants | 2017-01-01 | 3,487 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 632 |
Total participants | 2017-01-01 | 4,119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 250,421,123 |
Acturial value of plan assets | 2016-12-31 | 250,421,123 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 149,010,078 |
Number of terminated vested participants | 2016-12-31 | 1,626 |
Fundng target for terminated vested participants | 2016-12-31 | 56,919,132 |
Active participant vested funding target | 2016-12-31 | 252,558 |
Number of active participants | 2016-12-31 | 1 |
Total funding liabilities for active participants | 2016-12-31 | 252,558 |
Total participant count | 2016-12-31 | 4,369 |
Total funding target for all participants | 2016-12-31 | 206,181,768 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 63,769,766 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 247,908 |
Amount remaining of carryover balance | 2016-12-31 | 63,521,858 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 10,103,706 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 10,707,805 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 61,990,981 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 4,847,321 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 4,588,620 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 413,875 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 413,875 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 413,875 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 4,588,620 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 4,315 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2,272 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,394 |
Total of all active and inactive participants | 2016-01-01 | 3,666 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 615 |
Total participants | 2016-01-01 | 4,281 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4,383 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2,172 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,565 |
Total of all active and inactive participants | 2015-01-01 | 3,738 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 577 |
Total participants | 2015-01-01 | 4,315 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4,451 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2,117 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,692 |
Total of all active and inactive participants | 2014-01-01 | 3,810 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 573 |
Total participants | 2014-01-01 | 4,383 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 4,530 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2,075 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,819 |
Total of all active and inactive participants | 2013-01-01 | 3,895 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 556 |
Total participants | 2013-01-01 | 4,451 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 4,611 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,977 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,939 |
Total of all active and inactive participants | 2012-01-01 | 3,967 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 563 |
Total participants | 2012-01-01 | 4,530 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4,656 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,963 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,035 |
Total of all active and inactive participants | 2011-01-01 | 4,039 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 572 |
Total participants | 2011-01-01 | 4,611 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4,772 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,888 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,339 |
Total of all active and inactive participants | 2009-01-01 | 4,266 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 461 |
Total participants | 2009-01-01 | 4,727 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $10,121,147 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $10,121,147 |
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 | $32,680,268 |
Total income from all sources (including contributions) | 2020-12-31 | $21,665,200 |
Total loss/gain on sale of assets | 2020-12-31 | $5,613,968 |
Total of all expenses incurred | 2020-12-31 | $218,089,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $216,550,080 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $33,739,533 |
Value of total assets at beginning of year | 2020-12-31 | $262,844,370 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,539,689 |
Total interest from all sources | 2020-12-31 | $1,833,508 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $31,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $31,533 |
Administrative expenses professional fees incurred | 2020-12-31 | $567,730 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $11,423,897 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $205,431,508 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,947 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $21,361,981 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $32,680,268 |
Other income not declared elsewhere | 2020-12-31 | $51,262 |
Administrative expenses (other) incurred | 2020-12-31 | $566,967 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $257,922 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-196,424,569 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $33,739,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $230,164,102 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $404,992 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $67,971,696 |
Interest earned on other investments | 2020-12-31 | $145,084 |
Income. Interest from US Government securities | 2020-12-31 | $337,554 |
Income. Interest from corporate debt instruments | 2020-12-31 | $1,336,555 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $33,737,586 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $5,662,897 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $559,959 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $559,959 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $14,315 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $80,733,877 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,943,806 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $69,976 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,118,572 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $3,411,066 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $71,461,075 |
Contract administrator fees | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $503,725,043 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $498,111,075 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HAM, LANGSTON & BREZINA, LLP |
Accountancy firm EIN | 2020-12-31 | 760448495 |
2019 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $12,515,135 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $12,515,135 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $12,515,135 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $12,515,135 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $32,680,268 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $20,954,184 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $20,954,184 |
Total income from all sources (including contributions) | 2019-12-31 | $31,896,263 |
Total income from all sources (including contributions) | 2019-12-31 | $31,896,263 |
Total loss/gain on sale of assets | 2019-12-31 | $3,174,609 |
Total loss/gain on sale of assets | 2019-12-31 | $3,174,609 |
Total of all expenses incurred | 2019-12-31 | $42,386,659 |
Total of all expenses incurred | 2019-12-31 | $42,386,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $41,071,048 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $262,844,370 |
Value of total assets at beginning of year | 2019-12-31 | $261,608,682 |
Value of total assets at beginning of year | 2019-12-31 | $261,608,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,315,611 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,315,611 |
Total interest from all sources | 2019-12-31 | $4,513,976 |
Total interest from all sources | 2019-12-31 | $4,513,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,473,924 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,473,924 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,473,924 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,473,924 |
Administrative expenses professional fees incurred | 2019-12-31 | $449,103 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $11,423,897 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $6,546,871 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $19,243 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $19,243 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $21,361,981 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $13,491,634 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $13,491,634 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $32,680,268 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $20,954,184 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $20,954,184 |
Other income not declared elsewhere | 2019-12-31 | $93,739 |
Other income not declared elsewhere | 2019-12-31 | $93,739 |
Administrative expenses (other) incurred | 2019-12-31 | $331,262 |
Administrative expenses (other) incurred | 2019-12-31 | $331,262 |
Total non interest bearing cash at end of year | 2019-12-31 | $257,922 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $368,514 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $368,514 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-10,490,396 |
Value of net income/loss | 2019-12-31 | $-10,490,396 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $230,164,102 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $240,654,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $240,654,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $535,246 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $67,971,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $97,108,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $97,108,263 |
Interest on participant loans | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $303,018 |
Interest earned on other investments | 2019-12-31 | $303,018 |
Income. Interest from US Government securities | 2019-12-31 | $1,142,976 |
Income. Interest from US Government securities | 2019-12-31 | $1,142,976 |
Income. Interest from corporate debt instruments | 2019-12-31 | $3,038,014 |
Income. Interest from corporate debt instruments | 2019-12-31 | $3,038,014 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,662,897 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,506,633 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,506,633 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $559,959 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $528,915 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $528,915 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $528,915 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $528,915 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $29,968 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $29,968 |
Asset value of US Government securities at end of year | 2019-12-31 | $80,733,877 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $75,835,372 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $75,835,372 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,667,687 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,667,687 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $457,193 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $457,193 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $41,051,805 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $3,411,066 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $824,087 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $824,087 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $71,461,075 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $63,398,393 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $63,398,393 |
Contract administrator fees | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $673,855,398 |
Aggregate proceeds on sale of assets | 2019-12-31 | $673,855,398 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $670,680,789 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $670,680,789 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HAM, LANGSTON & BREZINA, LLP |
Accountancy firm name | 2019-12-31 | HAM, LANGSTON & BREZINA, LLP |
Accountancy firm EIN | 2019-12-31 | 760448495 |
Accountancy firm EIN | 2019-12-31 | 760448495 |
2018 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-5,162,009 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-5,162,009 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $20,954,184 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $22,264,672 |
Total income from all sources (including contributions) | 2018-12-31 | $-6,479,206 |
Total loss/gain on sale of assets | 2018-12-31 | $-1,958,964 |
Total of all expenses incurred | 2018-12-31 | $18,167,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $16,529,544 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $261,608,682 |
Value of total assets at beginning of year | 2018-12-31 | $287,565,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,638,013 |
Total interest from all sources | 2018-12-31 | $4,434,032 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,079,818 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,079,818 |
Administrative expenses professional fees incurred | 2018-12-31 | $382,005 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $6,546,871 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $8,825,146 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $13,491,634 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $13,974,096 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $20,954,184 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $22,264,672 |
Other income not declared elsewhere | 2018-12-31 | $91,902 |
Administrative expenses (other) incurred | 2018-12-31 | $684,751 |
Total non interest bearing cash at end of year | 2018-12-31 | $368,514 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $120,088 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-24,646,763 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $240,654,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $265,301,261 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $571,257 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $97,108,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $113,172,284 |
Interest on participant loans | 2018-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $325,786 |
Income. Interest from US Government securities | 2018-12-31 | $1,370,697 |
Income. Interest from corporate debt instruments | 2018-12-31 | $2,711,680 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $3,506,633 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,496,222 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $528,915 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $579,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $579,134 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $25,869 |
Asset value of US Government securities at end of year | 2018-12-31 | $75,835,372 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $91,213,039 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,040,806 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $76,821 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $16,529,544 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $824,087 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $5,319,815 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $63,398,393 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $51,866,109 |
Contract administrator fees | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $1,004,307,772 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,006,266,736 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HAM, LANGSTON & BREZINA, LLP |
Accountancy firm EIN | 2018-12-31 | 760448495 |
2017 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $3,997,024 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $3,997,024 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $22,264,672 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $29,150,133 |
Total income from all sources (including contributions) | 2017-12-31 | $25,786,353 |
Total loss/gain on sale of assets | 2017-12-31 | $3,143,629 |
Total of all expenses incurred | 2017-12-31 | $17,278,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,706,380 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,006,250 |
Value of total assets at end of year | 2017-12-31 | $287,565,933 |
Value of total assets at beginning of year | 2017-12-31 | $285,943,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,572,051 |
Total interest from all sources | 2017-12-31 | $4,306,832 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $5,288,316 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $5,288,316 |
Administrative expenses professional fees incurred | 2017-12-31 | $475,033 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $8,825,146 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $10,308,908 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $13,974,096 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $17,225,504 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $22,264,672 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $29,150,133 |
Other income not declared elsewhere | 2017-12-31 | $250,540 |
Administrative expenses (other) incurred | 2017-12-31 | $368,282 |
Total non interest bearing cash at end of year | 2017-12-31 | $120,088 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $140,534 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $8,507,922 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $265,301,261 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $256,793,339 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $728,736 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $113,172,284 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $117,713,553 |
Interest on participant loans | 2017-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $462,930 |
Income. Interest from US Government securities | 2017-12-31 | $1,293,743 |
Income. Interest from corporate debt instruments | 2017-12-31 | $2,520,815 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,496,222 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,426,487 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $579,134 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,154,619 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,154,619 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $29,344 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $91,213,039 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $79,343,840 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,746,803 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $46,959 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,006,250 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,018,750 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,706,380 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $5,319,815 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $4,136,476 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $51,866,109 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $49,474,801 |
Contract administrator fees | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $938,006,082 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $934,862,453 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HAM, LANGSTON, & BREZINA, LLP |
Accountancy firm EIN | 2017-12-31 | 760448495 |
2016 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-482,728 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-482,728 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $29,150,133 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $82,580 |
Total income from all sources (including contributions) | 2016-12-31 | $23,297,296 |
Total loss/gain on sale of assets | 2016-12-31 | $3,608,323 |
Total of all expenses incurred | 2016-12-31 | $17,049,630 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $15,684,342 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,847,321 |
Value of total assets at end of year | 2016-12-31 | $285,943,472 |
Value of total assets at beginning of year | 2016-12-31 | $250,628,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,365,288 |
Total interest from all sources | 2016-12-31 | $4,602,922 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $5,915,465 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $5,915,465 |
Administrative expenses professional fees incurred | 2016-12-31 | $470,130 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $10,308,908 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $9,779,123 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $17,225,504 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,074,981 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $29,150,133 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $82,580 |
Other income not declared elsewhere | 2016-12-31 | $325,945 |
Administrative expenses (other) incurred | 2016-12-31 | $298,251 |
Total non interest bearing cash at end of year | 2016-12-31 | $140,534 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,247,666 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $256,793,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $250,545,673 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $596,907 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $117,713,553 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $98,816,503 |
Interest on participant loans | 2016-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $492,026 |
Income. Interest from US Government securities | 2016-12-31 | $1,434,127 |
Income. Interest from corporate debt instruments | 2016-12-31 | $2,674,712 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,426,487 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,443,102 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,154,619 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,057 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $79,343,840 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $78,837,276 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $4,458,490 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $21,558 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $4,847,321 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,018,750 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $10,971,426 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $15,684,342 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $4,136,476 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $7,269,334 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $49,474,801 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $42,436,508 |
Contract administrator fees | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $861,196,887 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $857,588,564 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HAM, LANGSTON, & BREZINA, LLP |
Accountancy firm EIN | 2016-12-31 | 760448495 |
2015 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-5,560,916 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-5,560,916 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $82,580 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $237,522 |
Total income from all sources (including contributions) | 2015-12-31 | $5,958,027 |
Total loss/gain on sale of assets | 2015-12-31 | $236,358 |
Total of all expenses incurred | 2015-12-31 | $16,967,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $15,448,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $10,971,426 |
Value of total assets at end of year | 2015-12-31 | $250,628,253 |
Value of total assets at beginning of year | 2015-12-31 | $261,792,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,518,514 |
Total interest from all sources | 2015-12-31 | $5,340,473 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,766,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,766,911 |
Administrative expenses professional fees incurred | 2015-12-31 | $536,802 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $9,779,123 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $11,580,277 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,074,981 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,224,428 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $82,580 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $237,522 |
Other income not declared elsewhere | 2015-12-31 | $-1,165,209 |
Administrative expenses (other) incurred | 2015-12-31 | $253,763 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-11,009,462 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $250,545,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $261,555,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $727,949 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $98,816,503 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $96,385,711 |
Interest earned on other investments | 2015-12-31 | $534,797 |
Income. Interest from US Government securities | 2015-12-31 | $2,253,399 |
Income. Interest from corporate debt instruments | 2015-12-31 | $2,552,616 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,443,102 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,445,795 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $-339 |
Asset value of US Government securities at end of year | 2015-12-31 | $78,837,276 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $94,890,262 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-8,636,119 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $5,103 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $10,971,426 |
Employer contributions (assets) at end of year | 2015-12-31 | $10,971,426 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $15,448,975 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $7,269,334 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $25,616,143 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $42,436,508 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $28,650,041 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $58,826,020 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $58,589,662 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HAM, LANGSTON, & BREZINA, LLP |
Accountancy firm EIN | 2015-12-31 | 760448495 |
2014 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $9,239,286 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $9,239,286 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $237,522 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $120,332 |
Total income from all sources (including contributions) | 2014-12-31 | $34,769,544 |
Total loss/gain on sale of assets | 2014-12-31 | $4,063,806 |
Total of all expenses incurred | 2014-12-31 | $16,166,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $15,198,348 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $840,000 |
Value of total assets at end of year | 2014-12-31 | $261,792,657 |
Value of total assets at beginning of year | 2014-12-31 | $243,072,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $967,986 |
Total interest from all sources | 2014-12-31 | $5,035,632 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $4,468,316 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $4,468,316 |
Administrative expenses professional fees incurred | 2014-12-31 | $119,606 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $11,580,277 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $11,961,968 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1,224,428 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,248,121 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $237,522 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $120,332 |
Other income not declared elsewhere | 2014-12-31 | $770 |
Administrative expenses (other) incurred | 2014-12-31 | $439,806 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $18,603,210 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $261,555,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $242,951,925 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $408,574 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $96,385,711 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $128,763,750 |
Interest earned on other investments | 2014-12-31 | $555,636 |
Income. Interest from US Government securities | 2014-12-31 | $1,795,993 |
Income. Interest from corporate debt instruments | 2014-12-31 | $2,684,007 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,445,795 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $493,030 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $-4 |
Asset value of US Government securities at end of year | 2014-12-31 | $94,890,262 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $46,032,454 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $11,117,357 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $4,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $840,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $15,198,348 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $25,616,143 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $27,411,005 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $28,650,041 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $25,161,929 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $72,143,585 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $68,079,779 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HAM, LANGSTON, & BREZINA, LLP |
Accountancy firm EIN | 2014-12-31 | 760448495 |
2013 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-8,821,654 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-8,821,654 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $120,332 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $6,424 |
Total income from all sources (including contributions) | 2013-12-31 | $-5,271,663 |
Total loss/gain on sale of assets | 2013-12-31 | $-18,635,065 |
Total of all expenses incurred | 2013-12-31 | $15,999,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $14,860,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $8,147,000 |
Value of total assets at end of year | 2013-12-31 | $243,072,257 |
Value of total assets at beginning of year | 2013-12-31 | $264,229,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,138,674 |
Total interest from all sources | 2013-12-31 | $9,569,781 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,935,272 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,935,272 |
Administrative expenses professional fees incurred | 2013-12-31 | $319,477 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $11,961,968 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $32,969,970 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,248,121 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $11,714,463 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $120,332 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $6,424 |
Other income not declared elsewhere | 2013-12-31 | $2,581 |
Administrative expenses (other) incurred | 2013-12-31 | $193,862 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-21,270,740 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $242,951,925 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $264,222,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $625,335 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $128,763,750 |
Interest earned on other investments | 2013-12-31 | $1,414,474 |
Income. Interest from US Government securities | 2013-12-31 | $1,648,339 |
Income. Interest from corporate debt instruments | 2013-12-31 | $6,508,932 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $493,030 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $563,668 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $-1,964 |
Asset value of US Government securities at end of year | 2013-12-31 | $46,032,454 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $40,753,866 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $528,478 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,944 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $8,147,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $12,590,770 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $14,860,403 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $27,411,005 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $137,088,217 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $25,161,929 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $28,548,135 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $603,312,997 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $621,948,062 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HAM, LANGSTON, & BREZINA, LLP |
Accountancy firm EIN | 2013-12-31 | 760448495 |
2012 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $13,649,967 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $13,649,967 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $6,424 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $12,003,259 |
Total income from all sources (including contributions) | 2012-12-31 | $41,378,169 |
Total loss/gain on sale of assets | 2012-12-31 | $3,781,509 |
Total of all expenses incurred | 2012-12-31 | $15,353,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $14,304,223 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $12,590,770 |
Value of total assets at end of year | 2012-12-31 | $264,229,089 |
Value of total assets at beginning of year | 2012-12-31 | $250,201,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,049,486 |
Total interest from all sources | 2012-12-31 | $11,348,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $277,453 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $32,969,970 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $10,211,470 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $11,714,463 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $4,651,757 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $6,424 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $12,003,259 |
Other income not declared elsewhere | 2012-12-31 | $6,605 |
Administrative expenses (other) incurred | 2012-12-31 | $160,475 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $26,024,460 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $264,222,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $238,198,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $611,558 |
Interest earned on other investments | 2012-12-31 | $832,427 |
Income. Interest from US Government securities | 2012-12-31 | $2,174,092 |
Income. Interest from corporate debt instruments | 2012-12-31 | $8,341,567 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $563,668 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $659,618 |
Asset value of US Government securities at end of year | 2012-12-31 | $40,753,866 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $65,698,993 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,232 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $12,590,770 |
Employer contributions (assets) at end of year | 2012-12-31 | $12,590,770 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $14,304,223 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $137,088,217 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $136,137,651 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $28,548,135 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $32,841,975 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $924,961,424 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $921,179,915 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HAM, LANGSTON, & BREZINA, LLP |
Accountancy firm EIN | 2012-12-31 | 760448495 |
2011 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $9,127,915 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $9,127,915 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $12,003,259 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $9,947,052 |
Total income from all sources (including contributions) | 2011-12-31 | $26,801,012 |
Total loss/gain on sale of assets | 2011-12-31 | $6,086,939 |
Total of all expenses incurred | 2011-12-31 | $15,061,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $14,137,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $250,201,464 |
Value of total assets at beginning of year | 2011-12-31 | $236,405,707 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $923,533 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $11,583,170 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $11,081 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $10,211,470 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,820,240 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $360 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $4,651,757 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $4,249,348 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $12,003,259 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $9,947,052 |
Other income not declared elsewhere | 2011-12-31 | $958 |
Administrative expenses (other) incurred | 2011-12-31 | $258,947 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $11,739,550 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $238,198,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $226,458,655 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $653,505 |
Interest earned on other investments | 2011-12-31 | $250,335 |
Income. Interest from US Government securities | 2011-12-31 | $1,643,179 |
Income. Interest from corporate debt instruments | 2011-12-31 | $9,691,863 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $659,618 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $767,071 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $-2,207 |
Asset value of US Government securities at end of year | 2011-12-31 | $65,698,993 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $62,263,912 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $2,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $0 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $26,524 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $14,137,569 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $136,137,651 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $146,847,889 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $32,841,975 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $20,430,723 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $603,578,202 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $597,491,263 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HAM, LANGSTON, & BREZINA, LLP |
Accountancy firm EIN | 2011-12-31 | 760448495 |
2010 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $9,711,568 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $9,711,568 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,947,052 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $833,923 |
Total income from all sources (including contributions) | 2010-12-31 | $24,497,502 |
Total loss/gain on sale of assets | 2010-12-31 | $2,380,971 |
Total of all expenses incurred | 2010-12-31 | $14,645,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $13,765,016 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $293,254 |
Value of total assets at end of year | 2010-12-31 | $236,405,707 |
Value of total assets at beginning of year | 2010-12-31 | $217,440,549 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $880,457 |
Total interest from all sources | 2010-12-31 | $11,595,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $16,546 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,820,240 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $12,078,397 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $180 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $4,249,348 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $5,558,778 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $9,947,052 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $833,923 |
Other income not declared elsewhere | 2010-12-31 | $515,238 |
Administrative expenses (other) incurred | 2010-12-31 | $214,061 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $9,852,029 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $226,458,655 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $216,606,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $649,850 |
Interest earned on other investments | 2010-12-31 | $262,597 |
Income. Interest from US Government securities | 2010-12-31 | $2,090,978 |
Income. Interest from corporate debt instruments | 2010-12-31 | $9,241,762 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $767,071 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $813,477 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $-15 |
Asset value of US Government securities at end of year | 2010-12-31 | $62,263,912 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $39,790,549 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,149 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $293,254 |
Employer contributions (assets) at end of year | 2010-12-31 | $26,524 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $333,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $13,764,836 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $146,847,889 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $139,067,252 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $20,430,723 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $19,798,915 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $623,362,067 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $620,981,096 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HAM, LANGSTON, & BREZINA, LLP |
Accountancy firm EIN | 2010-12-31 | 760448495 |
2009 : PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF BHP COPPER INC. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |