?>
Logo

KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameKARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN
Plan identification number 001

KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:KARL STORZ ENDOSCOPY-AMERICA, INC.
Employer identification number (EIN):952678449
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

Additional information about KARL STORZ ENDOSCOPY-AMERICA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1973-03-01
Company Identification Number: 0011807506
Legal Registered Office Address: 2151 E GRAND AVE C/O TAX DEPARTMENT

EL SEGUNDO
United States of America (USA)
90245

More information about KARL STORZ ENDOSCOPY-AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK GREEN
0012016-01-01MARK GREEN
0012015-01-01MARK GREEN
0012014-01-01MARK GREEN
0012013-01-01MARK GREEN
0012012-01-01MARK GREEN MARK GREEN2013-10-04
0012011-01-01MARK GREEN MARK GREEN2012-09-28
0012009-01-01MARK GREEN MARK GREEN2010-10-13

Plan Statistics for KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,630
Total number of active participants reported on line 7a of the Form 55002022-01-012,109
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01760
Total of all active and inactive participants2022-01-012,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-012,888
Number of participants with account balances2022-01-012,782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01188
2021: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,560
Total number of active participants reported on line 7a of the Form 55002021-01-011,960
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01657
Total of all active and inactive participants2021-01-012,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,630
Number of participants with account balances2021-01-012,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01209
2020: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,603
Total number of active participants reported on line 7a of the Form 55002020-01-012,026
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01522
Total of all active and inactive participants2020-01-012,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-012,560
Number of participants with account balances2020-01-012,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01152
2019: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,348
Total number of active participants reported on line 7a of the Form 55002019-01-012,024
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01571
Total of all active and inactive participants2019-01-012,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,603
Number of participants with account balances2019-01-012,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01153
2018: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,154
Total number of active participants reported on line 7a of the Form 55002018-01-011,919
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01420
Total of all active and inactive participants2018-01-012,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,348
Number of participants with account balances2018-01-012,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01144
2017: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,061
Total number of active participants reported on line 7a of the Form 55002017-01-011,840
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01314
Total of all active and inactive participants2017-01-012,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,154
Number of participants with account balances2017-01-012,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01103
2016: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,064
Total number of active participants reported on line 7a of the Form 55002016-01-011,792
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01269
Total of all active and inactive participants2016-01-012,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,061
Number of participants with account balances2016-01-011,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0198
2015: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,971
Total number of active participants reported on line 7a of the Form 55002015-01-011,763
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01301
Total of all active and inactive participants2015-01-012,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,064
Number of participants with account balances2015-01-011,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0192
2014: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,905
Total number of active participants reported on line 7a of the Form 55002014-01-011,726
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01245
Total of all active and inactive participants2014-01-011,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,971
Number of participants with account balances2014-01-011,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0184
2013: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,972
Total number of active participants reported on line 7a of the Form 55002013-01-011,636
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01214
Total of all active and inactive participants2013-01-011,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,850
Number of participants with account balances2013-01-011,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0157
2012: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,780
Total number of active participants reported on line 7a of the Form 55002012-01-011,657
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01237
Total of all active and inactive participants2012-01-011,894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,898
Number of participants with account balances2012-01-011,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0154
2011: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,625
Total number of active participants reported on line 7a of the Form 55002011-01-011,484
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01219
Total of all active and inactive participants2011-01-011,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,705
Number of participants with account balances2011-01-011,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0146
2009: KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,389
Total number of active participants reported on line 7a of the Form 55002009-01-011,197
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01181
Total of all active and inactive participants2009-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,378
Number of participants with account balances2009-01-011,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-51,713,397
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$28,701,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$28,031,836
Expenses. Certain deemed distributions of participant loans2022-12-31$32,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,605,286
Value of total assets at end of year2022-12-31$337,490,017
Value of total assets at beginning of year2022-12-31$417,905,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$636,795
Total interest from all sources2022-12-31$179,403
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,590,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,590,568
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$18,161,334
Participant contributions at end of year2022-12-31$4,457,674
Participant contributions at beginning of year2022-12-31$4,901,060
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,130,757
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,641,355
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,624,185
Other income not declared elsewhere2022-12-31$-274,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-80,415,013
Value of net assets at end of year (total assets less liabilities)2022-12-31$337,490,017
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$417,905,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$293,124,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$374,310,220
Interest on participant loans2022-12-31$179,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$37,776,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$35,052,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-87,813,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,819,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$28,031,836
Contract administrator fees2022-12-31$636,795
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2022-12-31951777440
2021 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$78,977,772
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$23,735,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,093,064
Expenses. Certain deemed distributions of participant loans2021-12-31$10,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,592,892
Value of total assets at end of year2021-12-31$417,905,030
Value of total assets at beginning of year2021-12-31$362,662,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$631,156
Total interest from all sources2021-12-31$203,125
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,916,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$19,916,609
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$17,051,906
Participant contributions at end of year2021-12-31$4,901,060
Participant contributions at beginning of year2021-12-31$5,184,288
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,641,355
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,599,464
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,242,752
Other income not declared elsewhere2021-12-31$-253,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$55,242,554
Value of net assets at end of year (total assets less liabilities)2021-12-31$417,905,030
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$362,662,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$374,310,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$319,295,396
Interest on participant loans2021-12-31$203,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$35,052,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$35,583,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$33,518,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,298,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,093,064
Contract administrator fees2021-12-31$631,156
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2021-12-31951777440
2020 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$81,709,534
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$27,067,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,507,120
Expenses. Certain deemed distributions of participant loans2020-12-31$14,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,163,650
Value of total assets at end of year2020-12-31$362,662,476
Value of total assets at beginning of year2020-12-31$308,020,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$545,603
Total interest from all sources2020-12-31$246,307
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,811,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,811,102
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$16,767,231
Participant contributions at end of year2020-12-31$5,184,288
Participant contributions at beginning of year2020-12-31$5,552,535
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,599,464
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,040,603
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,210,254
Other income not declared elsewhere2020-12-31$298,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$54,641,817
Value of net assets at end of year (total assets less liabilities)2020-12-31$362,662,476
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$308,020,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$319,295,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$272,223,053
Interest on participant loans2020-12-31$246,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$35,583,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$29,204,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$43,190,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,186,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,507,120
Contract administrator fees2020-12-31$545,603
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2020-12-31951777440
2019 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$82,655,376
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,879,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,370,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,252,787
Value of total assets at end of year2019-12-31$308,020,659
Value of total assets at beginning of year2019-12-31$243,244,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$508,324
Total interest from all sources2019-12-31$240,890
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,965,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,965,921
Administrative expenses professional fees incurred2019-12-31$508,324
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$16,190,669
Participant contributions at end of year2019-12-31$5,552,535
Participant contributions at beginning of year2019-12-31$5,185,720
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,040,603
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$798,404
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,184,103
Other income not declared elsewhere2019-12-31$327,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$64,776,228
Value of net assets at end of year (total assets less liabilities)2019-12-31$308,020,659
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$243,244,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$272,223,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$206,642,046
Interest on participant loans2019-12-31$240,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$29,204,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,618,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$44,868,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,878,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,370,824
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2019-12-31951777440
2018 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$10,357,737
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,150,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,636,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,555,016
Value of total assets at end of year2018-12-31$243,244,431
Value of total assets at beginning of year2018-12-31$252,036,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$513,951
Total interest from all sources2018-12-31$196,985
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,627,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,627,570
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$14,548,192
Participant contributions at end of year2018-12-31$5,185,720
Participant contributions at beginning of year2018-12-31$4,886,337
Assets. Other investments not covered elsewhere at end of year2018-12-31$798,404
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$447,869
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,417,170
Other income not declared elsewhere2018-12-31$307,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,792,382
Value of net assets at end of year (total assets less liabilities)2018-12-31$243,244,431
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$252,036,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$206,642,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$218,459,822
Interest on participant loans2018-12-31$196,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$30,618,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$28,242,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-25,329,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,589,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,636,168
Contract administrator fees2018-12-31$513,951
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2018-12-31951777440
2017 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$95,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$59,319,501
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,342,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,022,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,257,220
Value of total assets at end of year2017-12-31$252,036,813
Value of total assets at beginning of year2017-12-31$201,964,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$319,529
Total interest from all sources2017-12-31$163,572
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,745,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,745,902
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,289,167
Participant contributions at end of year2017-12-31$4,886,337
Participant contributions at beginning of year2017-12-31$4,653,871
Assets. Other investments not covered elsewhere at end of year2017-12-31$447,869
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$477,615
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,214,440
Other income not declared elsewhere2017-12-31$47,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$49,977,059
Value of net assets at end of year (total assets less liabilities)2017-12-31$252,036,813
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$201,964,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$218,459,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$171,809,459
Interest on participant loans2017-12-31$163,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$28,242,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$25,023,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$26,105,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,753,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,022,913
Contract administrator fees2017-12-31$319,529
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2017-12-31951777440
2016 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$182,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$31,340,001
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,002,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,760,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,158,355
Value of total assets at end of year2016-12-31$201,964,004
Value of total assets at beginning of year2016-12-31$179,443,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$241,709
Total interest from all sources2016-12-31$149,137
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,266,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,266,439
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$12,302,003
Participant contributions at end of year2016-12-31$4,653,871
Participant contributions at beginning of year2016-12-31$4,541,358
Assets. Other investments not covered elsewhere at end of year2016-12-31$477,615
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$450,575
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$615,121
Other income not declared elsewhere2016-12-31$4,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$22,337,560
Value of net assets at end of year (total assets less liabilities)2016-12-31$201,964,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$179,443,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$171,809,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$155,204,815
Interest on participant loans2016-12-31$149,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$25,023,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,246,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,761,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,241,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,760,732
Contract administrator fees2016-12-31$241,709
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2016-12-31951777440
2015 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$150,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$21,882,025
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,719,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,423,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,582,585
Value of total assets at end of year2015-12-31$179,443,513
Value of total assets at beginning of year2015-12-31$167,131,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$296,594
Total interest from all sources2015-12-31$143,139
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,963,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,963,762
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$11,531,368
Participant contributions at end of year2015-12-31$4,541,358
Participant contributions at beginning of year2015-12-31$4,405,647
Assets. Other investments not covered elsewhere at end of year2015-12-31$450,575
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$406,983
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,172,136
Other income not declared elsewhere2015-12-31$6,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,162,201
Value of net assets at end of year (total assets less liabilities)2015-12-31$179,443,513
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$167,131,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$155,204,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$146,547,092
Interest on participant loans2015-12-31$143,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,246,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,771,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,813,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,879,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,423,230
Contract administrator fees2015-12-31$296,594
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2015-12-31951777440
2014 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$257,210
Total transfer of assets from this plan2014-12-31$11,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$27,152,588
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,661,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,326,875
Expenses. Certain deemed distributions of participant loans2014-12-31$12,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,553,456
Value of total assets at end of year2014-12-31$167,131,150
Value of total assets at beginning of year2014-12-31$149,394,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$322,610
Total interest from all sources2014-12-31$597,083
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,464,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,464,301
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,623,784
Participant contributions at end of year2014-12-31$4,405,647
Participant contributions at beginning of year2014-12-31$3,985,117
Assets. Other investments not covered elsewhere at end of year2014-12-31$406,983
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$511,407
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,442,342
Administrative expenses (other) incurred2014-12-31$322,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,490,898
Value of net assets at end of year (total assets less liabilities)2014-12-31$167,131,150
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$149,394,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$146,547,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$130,599,785
Interest on participant loans2014-12-31$137,436
Interest earned on other investments2014-12-31$459,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,771,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,298,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,537,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,487,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,326,875
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2014-12-31951777440
2013 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$42,006,137
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,067,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,780,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,683,919
Value of total assets at end of year2013-12-31$149,394,716
Value of total assets at beginning of year2013-12-31$114,455,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$286,616
Total interest from all sources2013-12-31$533,777
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,429,596
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,429,596
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$9,911,190
Participant contributions at end of year2013-12-31$3,985,117
Participant contributions at beginning of year2013-12-31$3,375,992
Assets. Other investments not covered elsewhere at end of year2013-12-31$511,407
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$433,884
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,550,514
Administrative expenses (other) incurred2013-12-31$286,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$34,938,774
Value of net assets at end of year (total assets less liabilities)2013-12-31$149,394,716
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,455,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$130,599,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$96,658,195
Interest on participant loans2013-12-31$120,064
Interest earned on other investments2013-12-31$413,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,298,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,987,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$21,358,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,222,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,780,747
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2013-12-31951777440
2012 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$436,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$27,085,044
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,008,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,782,938
Value of total corrective distributions2012-12-31$4,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,082,205
Value of total assets at end of year2012-12-31$114,455,942
Value of total assets at beginning of year2012-12-31$89,943,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$221,529
Total interest from all sources2012-12-31$456,338
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,342,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,342,041
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,114,304
Participant contributions at end of year2012-12-31$3,375,992
Participant contributions at beginning of year2012-12-31$2,952,951
Assets. Other investments not covered elsewhere at end of year2012-12-31$433,884
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$226,088
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,086,324
Other income not declared elsewhere2012-12-31$-1,743
Administrative expenses (other) incurred2012-12-31$221,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$24,076,439
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,455,942
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$89,943,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$96,658,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$75,538,147
Interest on participant loans2012-12-31$104,035
Interest earned on other investments2012-12-31$352,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,987,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,226,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,206,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,881,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,782,938
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2012-12-31951777440
2011 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,032,659
Total transfer of assets from this plan2011-12-31$64,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$10,771,560
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,663,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,487,888
Expenses. Certain deemed distributions of participant loans2011-12-31$2,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,482,644
Value of total assets at end of year2011-12-31$89,943,351
Value of total assets at beginning of year2011-12-31$83,866,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$172,411
Total interest from all sources2011-12-31$401,265
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,367,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,367,882
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,074,300
Participant contributions at end of year2011-12-31$2,952,951
Participant contributions at beginning of year2011-12-31$2,690,122
Assets. Other investments not covered elsewhere at end of year2011-12-31$226,088
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$188,480
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$909,488
Other income not declared elsewhere2011-12-31$-35,810
Administrative expenses (other) incurred2011-12-31$172,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,108,461
Value of net assets at end of year (total assets less liabilities)2011-12-31$89,943,351
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$83,866,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$75,538,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$72,073,360
Interest on participant loans2011-12-31$99,390
Interest earned on other investments2011-12-31$301,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,226,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,914,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,444,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,498,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,487,888
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2011-12-31951777440
2010 : KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$41,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$20,249,953
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,170,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,024,258
Expenses. Certain deemed distributions of participant loans2010-12-31$14,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,263,723
Value of total assets at end of year2010-12-31$83,866,723
Value of total assets at beginning of year2010-12-31$67,828,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$132,117
Total interest from all sources2010-12-31$349,594
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,156,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,156,734
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,926,570
Participant contributions at end of year2010-12-31$2,690,122
Participant contributions at beginning of year2010-12-31$2,103,342
Assets. Other investments not covered elsewhere at end of year2010-12-31$188,480
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$56,735
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$275,164
Other income not declared elsewhere2010-12-31$14,765
Administrative expenses (other) incurred2010-12-31$132,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$16,079,232
Value of net assets at end of year (total assets less liabilities)2010-12-31$83,866,723
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$67,828,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$72,073,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$57,526,011
Interest on participant loans2010-12-31$95,301
Interest earned on other investments2010-12-31$254,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,914,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,142,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,465,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,061,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,024,258
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2010-12-31951777440

Form 5500 Responses for KARL STORZ ENDOSCOPY-AMERICA, INC. TAX DEFERRED EMPLOYEE SAVINGS PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered2782
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered2550
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered2443
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered2505
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered2154
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered2064
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered1971
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered1850
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered1898
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker name
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered1705
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ423
Policy instance 1
Insurance contract or identification numberPHZ423
Number of Individuals Covered1556
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3