401k Plan data: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN plan

MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 401k Plan overview

Plan Name	MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN
Plan identification number	001

MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MASSACHUSETTS FINANCIAL SERVICES COMPANY has sponsored the creation of one or more 401k plans.

Company Name: MASSACHUSETTS FINANCIAL SERVICES COMPANY

Employer identification number (EIN): 042747644

NAIC Classification: 523900

Additional information about MASSACHUSETTS FINANCIAL SERVICES COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 929767

More information about MASSACHUSETTS FINANCIAL SERVICES COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 MARK LEARY WENDY HOPKINS 2018-07-31
001 2016-01-01 WENDY HOPKINS WENDY HOPKINS 2017-10-16
001 2015-01-01 MARK LEARY
001 2014-01-01 MARK LEARY MARK LEARY 2015-09-21
001 2013-01-01 MARK LEARY MARK LEARY 2014-10-15
001 2012-01-01 WENDY HOPKINS MARK LEARY 2014-07-14
001 2011-01-01 WENDY HOPKINS
001 2009-01-01 WENDY HOPKINS 2010-10-11
001 2009-01-01 WENDY HOPKINS
001 2009-01-01 WENDY HOPKINS
001 2009-01-01 WENDY HOPKINS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	MARK LEARY	WENDY HOPKINS	2018-07-31
001	2016-01-01	WENDY HOPKINS	WENDY HOPKINS	2017-10-16
001	2015-01-01	MARK LEARY
001	2014-01-01	MARK LEARY	MARK LEARY	2015-09-21
001	2013-01-01	MARK LEARY	MARK LEARY	2014-10-15
001	2012-01-01	WENDY HOPKINS	MARK LEARY	2014-07-14
001	2011-01-01	WENDY HOPKINS
001	2009-01-01		WENDY HOPKINS	2010-10-11
001	2009-01-01	WENDY HOPKINS
001	2009-01-01	WENDY HOPKINS
001	2009-01-01	WENDY HOPKINS

Plan Statistics for MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN

401k plan membership statisitcs for MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN

Measure Date Value
2017: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,173
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 53,628,593
Acturial value of plan assets 2016-12-31 55,564,901
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 9,855,194
Number of terminated vested participants 2016-12-31 790
Fundng target for terminated vested participants 2016-12-31 21,693,427
Active participant vested funding target 2016-12-31 10,443,997
Number of active participants 2016-12-31 313
Total funding liabilities for active participants 2016-12-31 10,603,912
Total participant count 2016-12-31 1,208
Total funding target for all participants 2016-12-31 42,152,533
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,600,116
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 2,600,116
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 6,889,960
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 7,330,917
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 2,625,857
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 11,093,244
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 10,144,593
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 77,488
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 10,144,593
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 1,207
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 305
Number of retired or separated participants receiving benefits 2016-01-01 105
Number of other retired or separated participants entitled to future benefits 2016-01-01 746
Total of all active and inactive participants 2016-01-01 1,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 17
Total participants 2016-01-01 1,173
2015: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,229
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 313
Number of retired or separated participants receiving benefits 2015-01-01 97
Number of other retired or separated participants entitled to future benefits 2015-01-01 782
Total of all active and inactive participants 2015-01-01 1,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 15
Total participants 2015-01-01 1,207
2014: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,778
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 325
Number of retired or separated participants receiving benefits 2014-01-01 93
Number of other retired or separated participants entitled to future benefits 2014-01-01 798
Total of all active and inactive participants 2014-01-01 1,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 13
Total participants 2014-01-01 1,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,796
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 343
Number of retired or separated participants receiving benefits 2013-01-01 82
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,340
Total of all active and inactive participants 2013-01-01 1,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 13
Total participants 2013-01-01 1,778
2012: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,857
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 359
Number of retired or separated participants receiving benefits 2012-01-01 69
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,354
Total of all active and inactive participants 2012-01-01 1,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 14
Total participants 2012-01-01 1,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,857
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 395
Number of retired or separated participants receiving benefits 2011-01-01 76
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,349
Total of all active and inactive participants 2011-01-01 1,820
Total participants 2011-01-01 1,820
2009: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,930
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 453
Number of retired or separated participants receiving benefits 2009-01-01 58
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,371
Total of all active and inactive participants 2009-01-01 1,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 11
Total participants 2009-01-01 1,893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,173
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	53,628,593
Acturial value of plan assets	2016-12-31	55,564,901
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	9,855,194
Number of terminated vested participants	2016-12-31	790
Fundng target for terminated vested participants	2016-12-31	21,693,427
Active participant vested funding target	2016-12-31	10,443,997
Number of active participants	2016-12-31	313
Total funding liabilities for active participants	2016-12-31	10,603,912
Total participant count	2016-12-31	1,208
Total funding target for all participants	2016-12-31	42,152,533
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,600,116
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	2,600,116
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	6,889,960
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	7,330,917
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	2,625,857
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	11,093,244
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	10,144,593
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	77,488
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	10,144,593
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	1,207
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	305
Number of retired or separated participants receiving benefits	2016-01-01	105
Number of other retired or separated participants entitled to future benefits	2016-01-01	746
Total of all active and inactive participants	2016-01-01	1,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	17
Total participants	2016-01-01	1,173
2015: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,229
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	313
Number of retired or separated participants receiving benefits	2015-01-01	97
Number of other retired or separated participants entitled to future benefits	2015-01-01	782
Total of all active and inactive participants	2015-01-01	1,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	15
Total participants	2015-01-01	1,207
2014: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,778
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	325
Number of retired or separated participants receiving benefits	2014-01-01	93
Number of other retired or separated participants entitled to future benefits	2014-01-01	798
Total of all active and inactive participants	2014-01-01	1,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	13
Total participants	2014-01-01	1,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,796
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	343
Number of retired or separated participants receiving benefits	2013-01-01	82
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,340
Total of all active and inactive participants	2013-01-01	1,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	13
Total participants	2013-01-01	1,778
2012: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,857
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	359
Number of retired or separated participants receiving benefits	2012-01-01	69
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,354
Total of all active and inactive participants	2012-01-01	1,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	14
Total participants	2012-01-01	1,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,857
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	395
Number of retired or separated participants receiving benefits	2011-01-01	76
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,349
Total of all active and inactive participants	2011-01-01	1,820
Total participants	2011-01-01	1,820
2009: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,930
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	453
Number of retired or separated participants receiving benefits	2009-01-01	58
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,371
Total of all active and inactive participants	2009-01-01	1,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	11
Total participants	2009-01-01	1,893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN

Measure	Date	Value
2017 : MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$13,217,299
Total loss/gain on sale of assets	2017-09-30	$1,926,653
Total of all expenses incurred	2017-09-30	$60,744,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$60,684,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$11,033,298
Value of total assets at end of year	2017-09-30	$0
Value of total assets at beginning of year	2017-09-30	$47,527,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$60,702
Total interest from all sources	2017-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$133,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-09-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$133,233
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$115,000,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Administrative expenses (other) incurred	2017-09-30	$60,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$-47,527,508
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$47,527,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$22,064,687
Expenses. Payments to insurance carriers foe the provision of benefits	2017-09-30	$34,693,658
Asset value of US Government securities at beginning of year	2017-09-30	$25,462,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$124,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$11,033,298
Employer contributions (assets) at beginning of year	2017-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$25,990,447
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-09-30	No
Did the plan have assets held for investment	2017-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	Yes
Aggregate proceeds on sale of assets	2017-09-30	$1,926,653
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	No
Opinion of an independent qualified public accountant for this plan	2017-09-30	Unqualified
Accountancy firm name	2017-09-30	DELOITTE AND TOUCHE LLP
Accountancy firm EIN	2017-09-30	133859151
2016 : MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$-3,270,545
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,099,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,022,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$47,527,508
Value of total assets at beginning of year	2016-12-31	$53,897,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$77,488
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$466,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$466,433
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$115,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$77,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-6,370,166
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$47,527,508
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$53,897,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$22,064,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$38,398,955
Asset value of US Government securities at end of year	2016-12-31	$25,462,821
Asset value of US Government securities at beginning of year	2016-12-31	$7,898,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-3,736,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$7,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,022,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	DELOITTE AND TOUCHE, LLP
Accountancy firm EIN	2016-12-31	133859151
2015 : MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
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	$8,057,618
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,524,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,283,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,600,000
Value of total assets at end of year	2015-12-31	$53,897,674
Value of total assets at beginning of year	2015-12-31	$48,364,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$241,365
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$550,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$550,641
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$115,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$241,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$5,533,077
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$53,897,674
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$48,364,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$38,398,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$46,764,597
Asset value of US Government securities at end of year	2015-12-31	$7,898,719
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-93,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$7,600,000
Employer contributions (assets) at end of year	2015-12-31	$7,600,000
Employer contributions (assets) at beginning of year	2015-12-31	$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,283,176
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	DELOITTE AND TOUCHE, LLP
Accountancy firm EIN	2015-12-31	133859151
2014 : MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$5,066,716
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$16,482,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$16,361,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,400,000
Value of total assets at end of year	2014-12-31	$48,364,597
Value of total assets at beginning of year	2014-12-31	$59,780,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$121,534
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,179,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,179,267
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$110,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$-2,400,000
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$2,400,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$121,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-11,415,895
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$48,364,597
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$59,780,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$46,764,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$56,720,703
Asset value of US Government securities at beginning of year	2014-12-31	$2,259,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,487,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,400,000
Employer contributions (assets) at end of year	2014-12-31	$1,600,000
Employer contributions (assets) at beginning of year	2014-12-31	$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$16,361,077
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	DELOITTE AND TOUCHE, LLP
Accountancy firm EIN	2014-12-31	133891517
2013 : MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$12,590,891
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,882,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,716,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,400,000
Value of total assets at end of year	2013-12-31	$59,780,492
Value of total assets at beginning of year	2013-12-31	$50,072,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$166,116
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,396,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,396,267
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$110,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$-1,410,389
Minimum employer required contribution for this plan year	2013-12-31	$989,611
Amount contributed by the employer to the plan for this plan year	2013-12-31	$2,400,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$166,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$9,708,352
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$59,780,492
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$50,072,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$56,720,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$49,900,140
Asset value of US Government securities at end of year	2013-12-31	$2,259,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$8,794,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,400,000
Employer contributions (assets) at end of year	2013-12-31	$800,000
Employer contributions (assets) at beginning of year	2013-12-31	$172,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,716,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	DELOITTE AND TOUCHE, LLP
Accountancy firm EIN	2013-12-31	133891517
2012 : MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$8,714,329
Total of all expenses incurred	2012-12-31	$2,459,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,310,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,804,000
Value of total assets at end of year	2012-12-31	$50,072,140
Value of total assets at beginning of year	2012-12-31	$43,817,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$149,345
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,402,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,402,308
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$105,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$1,804,000
Amount contributed by the employer to the plan for this plan year	2012-12-31	$1,804,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$149,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,254,614
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$50,072,140
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$43,817,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$49,900,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$43,817,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,508,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,804,000
Employer contributions (assets) at end of year	2012-12-31	$172,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,310,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	DELOITTE AND TOUCHE, LLP
Accountancy firm EIN	2012-12-31	133891517
2011 : MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$156,428
Total of all expenses incurred	2011-12-31	$2,295,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,218,868
Value of total assets at end of year	2011-12-31	$43,817,526
Value of total assets at beginning of year	2011-12-31	$45,956,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$76,317
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,066,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,066,516
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$76,317
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,138,757
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$43,817,526
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$45,956,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$43,817,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$45,956,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-910,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,218,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	DELOITTE AND TOUCHE, LLP
Accountancy firm EIN	2011-12-31	133891517
2010 : MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$5,471,638
Total of all expenses incurred	2010-12-31	$2,540,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,462,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$45,956,283
Value of total assets at beginning of year	2010-12-31	$43,024,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$77,609
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,082,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,082,645
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$77,609
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,931,515
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$45,956,283
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$43,024,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$45,956,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$43,024,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,388,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,462,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	DELOITTE AND TOUCHE, LLC
Accountancy firm EIN	2010-12-31	133891517
2009 : MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN

2017: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MASSACHUSETTS FINANCIAL SERVICES COMPANY PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	Yes
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MASSACHUSETTS FINANCIAL SERVICES RETIREMENT PLAN FOR EMPLOYEES OF PRB [EIN = 530214030]

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Company Name:	MASSACHUSETTS FINANCIAL SERVICES COMPANY
Employer identification number (EIN):	042747644
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	929767