401k Plan data: INVENSYS PENSION PLAN plan

INVENSYS PENSION PLAN 401k Plan overview

Plan Name	INVENSYS PENSION PLAN
Plan identification number	003

INVENSYS PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). 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

INVENSYS LLC has sponsored the creation of one or more 401k plans.

Company Name: INVENSYS LLC

Employer identification number (EIN): 043387605

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INVENSYS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01
003 2015-01-01
003 2014-01-01 TINA LALIBERTE
003 2013-01-01 TINA LALIBERTE TINA LALIBERTE 2014-10-15
003 2012-01-01 TINA LALIBERTE TINA LALIBERTE 2013-10-14
003 2011-01-01 TINA LALIBERTE TINA LALIBERTE 2012-10-12
003 2009-01-01 ALLYN JEROME ALLYN JEROME 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01
003	2015-01-01
003	2014-01-01	TINA LALIBERTE
003	2013-01-01	TINA LALIBERTE	TINA LALIBERTE	2014-10-15
003	2012-01-01	TINA LALIBERTE	TINA LALIBERTE	2013-10-14
003	2011-01-01	TINA LALIBERTE	TINA LALIBERTE	2012-10-12
003	2009-01-01	ALLYN JEROME	ALLYN JEROME	2010-10-11

Plan Statistics for INVENSYS PENSION PLAN

401k plan membership statisitcs for INVENSYS PENSION PLAN

Measure Date Value
2016: INVENSYS PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,261,951,353
Acturial value of plan assets 2016-12-31 1,261,951,353
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 911,457,047
Number of terminated vested participants 2016-12-31 5,557
Fundng target for terminated vested participants 2016-12-31 185,247,362
Active participant vested funding target 2016-12-31 101,630,246
Number of active participants 2016-12-31 900
Total funding liabilities for active participants 2016-12-31 103,128,371
Total participant count 2016-12-31 25,663
Total funding target for all participants 2016-12-31 1,199,832,780
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 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 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 16,415,456
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 17,425,007
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 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 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 37,144,250
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 34,664,606
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 8,829,166
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 34,664,606
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 25,516
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 830
Number of retired or separated participants receiving benefits 2016-01-01 16,066
Number of other retired or separated participants entitled to future benefits 2016-01-01 5,207
Total of all active and inactive participants 2016-01-01 22,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2,632
Total participants 2016-01-01 24,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INVENSYS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25,958
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 900
Number of retired or separated participants receiving benefits 2015-01-01 16,592
Number of other retired or separated participants entitled to future benefits 2015-01-01 5,422
Total of all active and inactive participants 2015-01-01 22,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2,602
Total participants 2015-01-01 25,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INVENSYS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28,255
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 997
Number of retired or separated participants receiving benefits 2014-01-01 16,849
Number of other retired or separated participants entitled to future benefits 2014-01-01 5,604
Total of all active and inactive participants 2014-01-01 23,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2,508
Total participants 2014-01-01 25,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INVENSYS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32,010
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,301
Number of retired or separated participants receiving benefits 2013-01-01 17,279
Number of other retired or separated participants entitled to future benefits 2013-01-01 7,079
Total of all active and inactive participants 2013-01-01 25,659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2,596
Total participants 2013-01-01 28,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INVENSYS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 36,327
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,734
Number of retired or separated participants receiving benefits 2012-01-01 17,472
Number of other retired or separated participants entitled to future benefits 2012-01-01 10,350
Total of all active and inactive participants 2012-01-01 29,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2,454
Total participants 2012-01-01 32,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INVENSYS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37,412
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,901
Number of retired or separated participants receiving benefits 2011-01-01 17,199
Number of other retired or separated participants entitled to future benefits 2011-01-01 14,688
Total of all active and inactive participants 2011-01-01 33,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2,539
Total participants 2011-01-01 36,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: INVENSYS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 38,395
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,135
Number of retired or separated participants receiving benefits 2009-01-01 16,755
Number of other retired or separated participants entitled to future benefits 2009-01-01 16,670
Total of all active and inactive participants 2009-01-01 35,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2,408
Total participants 2009-01-01 37,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 45

Measure	Date	Value
2016: INVENSYS PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,261,951,353
Acturial value of plan assets	2016-12-31	1,261,951,353
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	911,457,047
Number of terminated vested participants	2016-12-31	5,557
Fundng target for terminated vested participants	2016-12-31	185,247,362
Active participant vested funding target	2016-12-31	101,630,246
Number of active participants	2016-12-31	900
Total funding liabilities for active participants	2016-12-31	103,128,371
Total participant count	2016-12-31	25,663
Total funding target for all participants	2016-12-31	1,199,832,780
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	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	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	16,415,456
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	17,425,007
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	37,144,250
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	34,664,606
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	8,829,166
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	34,664,606
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	25,516
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	830
Number of retired or separated participants receiving benefits	2016-01-01	16,066
Number of other retired or separated participants entitled to future benefits	2016-01-01	5,207
Total of all active and inactive participants	2016-01-01	22,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2,632
Total participants	2016-01-01	24,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INVENSYS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25,958
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	900
Number of retired or separated participants receiving benefits	2015-01-01	16,592
Number of other retired or separated participants entitled to future benefits	2015-01-01	5,422
Total of all active and inactive participants	2015-01-01	22,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2,602
Total participants	2015-01-01	25,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INVENSYS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28,255
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	997
Number of retired or separated participants receiving benefits	2014-01-01	16,849
Number of other retired or separated participants entitled to future benefits	2014-01-01	5,604
Total of all active and inactive participants	2014-01-01	23,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2,508
Total participants	2014-01-01	25,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INVENSYS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32,010
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,301
Number of retired or separated participants receiving benefits	2013-01-01	17,279
Number of other retired or separated participants entitled to future benefits	2013-01-01	7,079
Total of all active and inactive participants	2013-01-01	25,659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2,596
Total participants	2013-01-01	28,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INVENSYS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	36,327
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,734
Number of retired or separated participants receiving benefits	2012-01-01	17,472
Number of other retired or separated participants entitled to future benefits	2012-01-01	10,350
Total of all active and inactive participants	2012-01-01	29,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2,454
Total participants	2012-01-01	32,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INVENSYS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37,412
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,901
Number of retired or separated participants receiving benefits	2011-01-01	17,199
Number of other retired or separated participants entitled to future benefits	2011-01-01	14,688
Total of all active and inactive participants	2011-01-01	33,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2,539
Total participants	2011-01-01	36,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: INVENSYS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	38,395
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,135
Number of retired or separated participants receiving benefits	2009-01-01	16,755
Number of other retired or separated participants entitled to future benefits	2009-01-01	16,670
Total of all active and inactive participants	2009-01-01	35,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2,408
Total participants	2009-01-01	37,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	45

Financial Data on INVENSYS PENSION PLAN

Measure	Date	Value
2016 : INVENSYS 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	$109,947,622
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$96,776,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$96,776,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$37,144,250
Value of total assets at end of year	2016-12-31	$1,275,329,635
Value of total assets at beginning of year	2016-12-31	$1,262,158,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
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
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	$13,171,024
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,275,329,635
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,262,158,611
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 master investment trust accounts at end of year	2016-12-31	$1,238,185,385
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$1,247,344,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$37,144,250
Employer contributions (assets) at end of year	2016-12-31	$37,144,250
Employer contributions (assets) at beginning of year	2016-12-31	$14,814,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$96,776,598
Did the plan have assets held for investment	2016-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN	2016-12-31	271516157
2015 : INVENSYS 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	$-30,454,471
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$101,455,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$101,455,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$17,596,551
Value of total assets at end of year	2015-12-31	$1,262,158,611
Value of total assets at beginning of year	2015-12-31	$1,394,068,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
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	$-131,909,750
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,262,158,611
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,394,068,361
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 master investment trust accounts at end of year	2015-12-31	$1,247,344,461
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$1,359,957,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$17,596,551
Employer contributions (assets) at end of year	2015-12-31	$14,814,150
Employer contributions (assets) at beginning of year	2015-12-31	$34,110,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$101,455,279
Did the plan have assets held for investment	2015-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN	2015-12-31	271516157
2014 : INVENSYS 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	$171,438,057
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$143,940,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$143,940,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$36,420,057
Value of total assets at end of year	2014-12-31	$1,394,068,361
Value of total assets at beginning of year	2014-12-31	$1,366,570,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
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	$27,497,539
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,394,068,361
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,366,570,822
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 master investment trust accounts at end of year	2014-12-31	$1,359,957,854
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$1,359,137,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$36,420,057
Employer contributions (assets) at end of year	2014-12-31	$34,110,507
Employer contributions (assets) at beginning of year	2014-12-31	$7,433,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$143,940,518
Did the plan have assets held for investment	2014-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN	2014-12-31	271516157
2013 : INVENSYS 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	$23,520,795
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$197,847,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$197,847,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,433,595
Value of total assets at end of year	2013-12-31	$1,366,570,822
Value of total assets at beginning of year	2013-12-31	$1,540,897,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
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	$-174,326,907
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,366,570,822
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,540,897,729
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 master investment trust accounts at end of year	2013-12-31	$1,359,137,227
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$1,532,736,305
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	$7,433,595
Employer contributions (assets) at end of year	2013-12-31	$7,433,595
Employer contributions (assets) at beginning of year	2013-12-31	$8,161,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$197,847,702
Did the plan have assets held for investment	2013-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN	2013-12-31	271516157
2012 : INVENSYS PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$153,414,058
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$190,202,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$190,202,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$8,161,424
Value of total assets at end of year	2012-12-31	$1,540,897,729
Value of total assets at beginning of year	2012-12-31	$1,577,685,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
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	$-36,788,091
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,540,897,729
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,577,685,820
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 master investment trust accounts at end of year	2012-12-31	$1,532,736,305
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$1,556,080,969
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	$8,161,424
Employer contributions (assets) at end of year	2012-12-31	$8,161,424
Employer contributions (assets) at beginning of year	2012-12-31	$21,604,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$190,202,149
Did the plan have assets held for investment	2012-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN	2012-12-31	271516157
2011 : INVENSYS PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$296,243,144
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$97,227,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$95,059,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$38,316,666
Value of total assets at end of year	2011-12-31	$1,577,685,820
Value of total assets at beginning of year	2011-12-31	$1,378,669,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,167,345
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$2,167,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$199,015,996
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,577,685,820
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,378,669,824
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 master investment trust accounts at end of year	2011-12-31	$1,556,080,969
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$1,349,633,019
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
Contributions received in cash from employer	2011-12-31	$38,316,666
Employer contributions (assets) at end of year	2011-12-31	$21,604,851
Employer contributions (assets) at beginning of year	2011-12-31	$29,036,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$95,059,803
Did the plan have assets held for investment	2011-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN	2011-12-31	271516157
2010 : INVENSYS PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$13,765,928
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	$2,908,175
Total income from all sources (including contributions)	2010-12-31	$223,061,098
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$94,915,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$91,940,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$29,036,805
Value of total assets at end of year	2010-12-31	$1,378,669,824
Value of total assets at beginning of year	2010-12-31	$1,239,666,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,975,339
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$2,908,175
Administrative expenses (other) incurred	2010-12-31	$2,975,339
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	$128,145,599
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,378,669,824
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,236,758,297
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 master investment trust accounts at end of year	2010-12-31	$1,349,633,019
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$1,215,353,156
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	$29,036,805
Employer contributions (assets) at end of year	2010-12-31	$29,036,805
Employer contributions (assets) at beginning of year	2010-12-31	$24,313,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$91,940,160
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN	2010-12-31	271516157

Form 5500 Responses for INVENSYS PENSION PLAN

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

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INVENSYS PENSION PLAN [EIN = 364141566]

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Company Name:	INVENSYS LLC
Employer identification number (EIN):	043387605
NAIC Classification:	339900