401k Plan data: INVENSYS 401(K) PLAN plan

INVENSYS 401(K) PLAN 401k Plan overview

Plan Name	INVENSYS 401(K) PLAN
Plan identification number	020

INVENSYS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
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 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
020 2014-01-01 TINA LALIBERTE
020 2013-01-01 TINA LALIBERTE
020 2012-01-01 TINA LALIBERTE TINA LALIBERTE 2013-10-14
020 2011-01-01 TINA LALIBERTE TINA LALIBERTE 2012-10-12
020 2010-01-01 ALLYN JEROME ALLYN JEROME 2011-10-06
020 2009-01-01 ALLYN JEROME ALLYN JEROME 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
020	2014-01-01	TINA LALIBERTE
020	2013-01-01	TINA LALIBERTE
020	2012-01-01	TINA LALIBERTE	TINA LALIBERTE	2013-10-14
020	2011-01-01	TINA LALIBERTE	TINA LALIBERTE	2012-10-12
020	2010-01-01	ALLYN JEROME	ALLYN JEROME	2011-10-06
020	2009-01-01	ALLYN JEROME	ALLYN JEROME	2010-10-04

Plan Statistics for INVENSYS 401(K) PLAN

401k plan membership statisitcs for INVENSYS 401(K) PLAN

Measure Date Value
2014: INVENSYS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7,087
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INVENSYS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8,662
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3,376
Number of retired or separated participants receiving benefits 2013-01-01 125
Number of other retired or separated participants entitled to future benefits 2013-01-01 4,099
Total of all active and inactive participants 2013-01-01 7,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 99
Total participants 2013-01-01 7,699
Number of participants with account balances 2013-01-01 7,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INVENSYS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9,438
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4,060
Number of retired or separated participants receiving benefits 2012-01-01 145
Number of other retired or separated participants entitled to future benefits 2012-01-01 4,349
Total of all active and inactive participants 2012-01-01 8,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 108
Total participants 2012-01-01 8,662
Number of participants with account balances 2012-01-01 7,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: INVENSYS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9,716
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4,630
Number of retired or separated participants receiving benefits 2011-01-01 154
Number of other retired or separated participants entitled to future benefits 2011-01-01 4,559
Total of all active and inactive participants 2011-01-01 9,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 95
Total participants 2011-01-01 9,438
Number of participants with account balances 2011-01-01 8,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: INVENSYS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10,126
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4,643
Number of retired or separated participants receiving benefits 2010-01-01 167
Number of other retired or separated participants entitled to future benefits 2010-01-01 4,807
Total of all active and inactive participants 2010-01-01 9,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 99
Total participants 2010-01-01 9,716
Number of participants with account balances 2010-01-01 8,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9
2009: INVENSYS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10,711
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4,750
Number of retired or separated participants receiving benefits 2009-01-01 177
Number of other retired or separated participants entitled to future benefits 2009-01-01 5,115
Total of all active and inactive participants 2009-01-01 10,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 84
Total participants 2009-01-01 10,126
Number of participants with account balances 2009-01-01 8,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 31

Measure	Date	Value
2014: INVENSYS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7,087
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INVENSYS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8,662
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3,376
Number of retired or separated participants receiving benefits	2013-01-01	125
Number of other retired or separated participants entitled to future benefits	2013-01-01	4,099
Total of all active and inactive participants	2013-01-01	7,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	99
Total participants	2013-01-01	7,699
Number of participants with account balances	2013-01-01	7,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INVENSYS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9,438
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4,060
Number of retired or separated participants receiving benefits	2012-01-01	145
Number of other retired or separated participants entitled to future benefits	2012-01-01	4,349
Total of all active and inactive participants	2012-01-01	8,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	108
Total participants	2012-01-01	8,662
Number of participants with account balances	2012-01-01	7,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: INVENSYS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9,716
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4,630
Number of retired or separated participants receiving benefits	2011-01-01	154
Number of other retired or separated participants entitled to future benefits	2011-01-01	4,559
Total of all active and inactive participants	2011-01-01	9,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	95
Total participants	2011-01-01	9,438
Number of participants with account balances	2011-01-01	8,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: INVENSYS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10,126
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4,643
Number of retired or separated participants receiving benefits	2010-01-01	167
Number of other retired or separated participants entitled to future benefits	2010-01-01	4,807
Total of all active and inactive participants	2010-01-01	9,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	99
Total participants	2010-01-01	9,716
Number of participants with account balances	2010-01-01	8,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9
2009: INVENSYS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10,711
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4,750
Number of retired or separated participants receiving benefits	2009-01-01	177
Number of other retired or separated participants entitled to future benefits	2009-01-01	5,115
Total of all active and inactive participants	2009-01-01	10,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	84
Total participants	2009-01-01	10,126
Number of participants with account balances	2009-01-01	8,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	31

Financial Data on INVENSYS 401(K) PLAN

Measure	Date	Value
2014 : INVENSYS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$286,538
Total transfer of assets from this plan	2014-12-31	$870,996,166
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	$3,322,606
Total income from all sources (including contributions)	2014-12-31	$96,471,467
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$102,928,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$102,198,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$44,374,838
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$880,489,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$730,170
Total interest from all sources	2014-12-31	$331,214
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$6,871,477
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	$6,871,477
Administrative expenses professional fees incurred	2014-12-31	$121,831
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
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
Contributions received from participants	2014-12-31	$25,960,984
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$8,027,081
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$683,048
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$12,991,571
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,891,517
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$366,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$3,322,606
Other income not declared elsewhere	2014-12-31	$54,253
Administrative expenses (other) incurred	2014-12-31	$16,845
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	$-6,457,153
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$877,166,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$143,399
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$492,114,362
Interest on participant loans	2014-12-31	$331,214
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$278,297,790
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$61,198,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$13,153,735
Net investment gain or loss from common/collective trusts	2014-12-31	$31,685,950
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	$15,522,337
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$450,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$102,198,450
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$26,359,840
Contract administrator fees	2014-12-31	$448,095
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	2014-12-31	Yes
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	Yes
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 CPA PLLC
Accountancy firm EIN	2014-12-31	271516157
2013 : INVENSYS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$1,285,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$3,322,606
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	$188,486,463
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$96,475,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$95,460,503
Value of total corrective distributions	2013-12-31	$2,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$43,145,410
Value of total assets at end of year	2013-12-31	$880,489,387
Value of total assets at beginning of year	2013-12-31	$783,869,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,012,633
Total interest from all sources	2013-12-31	$372,699
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$5,794,849
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	$5,794,849
Administrative expenses professional fees incurred	2013-12-31	$160,986
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$8,677
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Contributions received from participants	2013-12-31	$26,351,852
Participant contributions at end of year	2013-12-31	$8,027,081
Participant contributions at beginning of year	2013-12-31	$9,340,755
Participant contributions at end of year	2013-12-31	$683,048
Participant contributions at beginning of year	2013-12-31	$500,804
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$12,991,571
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,106,162
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$980,367
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$366,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$291,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$3,322,606
Other income not declared elsewhere	2013-12-31	$31,949
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	$92,011,236
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$877,166,781
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$783,869,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$768,822
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$492,114,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$351,623,860
Interest on participant loans	2013-12-31	$372,699
Value of interest in common/collective trusts at end of year	2013-12-31	$278,297,790
Value of interest in common/collective trusts at beginning of year	2013-12-31	$265,795,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$161,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$161,299
Asset value of US Government securities at end of year	2013-12-31	$61,198,756
Asset value of US Government securities at beginning of year	2013-12-31	$67,542,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$78,959,468
Net investment gain or loss from common/collective trusts	2013-12-31	$60,182,088
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	$15,813,191
Employer contributions (assets) at end of year	2013-12-31	$450,267
Employer contributions (assets) at beginning of year	2013-12-31	$767,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$95,460,503
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$26,359,840
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$24,779,355
Contract administrator fees	2013-12-31	$82,825
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$61,952,121
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BOIVIN & ASSOCIATES CPA PLLC
Accountancy firm EIN	2013-12-31	271516157
2012 : INVENSYS 401(K) 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	$14,696
Total income from all sources (including contributions)	2012-12-31	$134,319,987
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$73,072,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$72,098,581
Value of total corrective distributions	2012-12-31	$3,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$47,151,730
Value of total assets at end of year	2012-12-31	$783,869,586
Value of total assets at beginning of year	2012-12-31	$722,637,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$970,989
Total interest from all sources	2012-12-31	$404,097
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$8,383,594
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	$8,383,594
Administrative expenses professional fees incurred	2012-12-31	$118,935
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$8,677
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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
Contributions received from participants	2012-12-31	$27,514,072
Participant contributions at end of year	2012-12-31	$9,340,755
Participant contributions at beginning of year	2012-12-31	$8,911,868
Participant contributions at end of year	2012-12-31	$500,804
Participant contributions at beginning of year	2012-12-31	$528,640
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,106,162
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$990,330
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,476,454
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$291,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$381,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$14,696
Other income not declared elsewhere	2012-12-31	$95,555
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	$61,247,226
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$783,869,586
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$722,622,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$47,934
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$351,623,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$314,698,681
Interest on participant loans	2012-12-31	$404,097
Value of interest in common/collective trusts at end of year	2012-12-31	$265,795,283
Value of interest in common/collective trusts at beginning of year	2012-12-31	$229,411,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$161,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$-179,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$-179,760
Asset value of US Government securities at end of year	2012-12-31	$67,542,865
Asset value of US Government securities at beginning of year	2012-12-31	$78,409,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$62,342,305
Net investment gain or loss from common/collective trusts	2012-12-31	$15,942,706
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	$17,161,204
Employer contributions (assets) at end of year	2012-12-31	$767,137
Employer contributions (assets) at beginning of year	2012-12-31	$694,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$72,098,581
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$24,779,355
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$33,829,467
Contract administrator fees	2012-12-31	$804,120
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$61,952,121
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$54,960,955
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	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOIVIN & ASSOCIATES, CPA'S, PLLCC
Accountancy firm EIN	2012-12-31	271516157
2011 : INVENSYS 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$3,058,685
Total unrealized appreciation/depreciation of assets	2011-12-31	$3,058,685
Total transfer of assets to this plan	2011-12-31	$6,714,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$14,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$22,949
Total income from all sources (including contributions)	2011-12-31	$37,639,843
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$64,758,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$64,084,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$46,478,268
Value of total assets at end of year	2011-12-31	$722,637,056
Value of total assets at beginning of year	2011-12-31	$743,049,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$674,197
Total interest from all sources	2011-12-31	$-255,737
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,813,231
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	$3,813,231
Administrative expenses professional fees incurred	2011-12-31	$85,353
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
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
Contributions received from participants	2011-12-31	$27,628,571
Participant contributions at end of year	2011-12-31	$8,911,868
Participant contributions at beginning of year	2011-12-31	$8,598,106
Participant contributions at end of year	2011-12-31	$528,640
Participant contributions at beginning of year	2011-12-31	$738,666
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$990,330
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$816,446
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,565,543
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$381,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$516,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$14,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$22,949
Other income not declared elsewhere	2011-12-31	$12,075,162
Administrative expenses (other) incurred	2011-12-31	$18,348
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	$-27,118,627
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$722,622,360
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$743,026,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$569,776
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$314,698,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$339,687,317
Interest on participant loans	2011-12-31	$423,187
Interest earned on other investments	2011-12-31	$-678,924
Value of interest in common/collective trusts at end of year	2011-12-31	$229,411,334
Value of interest in common/collective trusts at beginning of year	2011-12-31	$216,331,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$-179,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,592,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,592,850
Asset value of US Government securities at end of year	2011-12-31	$78,409,977
Asset value of US Government securities at beginning of year	2011-12-31	$76,503,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-11,975,505
Net investment gain or loss from common/collective trusts	2011-12-31	$-15,554,261
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	$17,284,154
Employer contributions (assets) at end of year	2011-12-31	$694,278
Employer contributions (assets) at beginning of year	2011-12-31	$479,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$64,084,273
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$33,829,467
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$38,851,860
Contract administrator fees	2011-12-31	$720
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$54,960,955
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$58,934,054
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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOIVIN & ASSOCIATES, CPA'S, PLLC
Accountancy firm EIN	2011-12-31	271516157
2010 : INVENSYS 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$6,734,942
Total unrealized appreciation/depreciation of assets	2010-12-31	$6,734,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$22,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$24,474
Total income from all sources (including contributions)	2010-12-31	$121,124,209
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$74,950,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$74,111,721
Value of total corrective distributions	2010-12-31	$5,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$41,265,913
Value of total assets at end of year	2010-12-31	$743,049,165
Value of total assets at beginning of year	2010-12-31	$696,876,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$833,462
Total interest from all sources	2010-12-31	$903,877
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$3,310,879
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	$3,310,879
Administrative expenses professional fees incurred	2010-12-31	$184,323
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$24,841,034
Participant contributions at end of year	2010-12-31	$8,598,106
Participant contributions at beginning of year	2010-12-31	$8,642,712
Participant contributions at end of year	2010-12-31	$738,666
Participant contributions at beginning of year	2010-12-31	$837,604
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$816,446
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$622,504
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,096,109
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$516,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$854,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$22,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$24,474
Other income not declared elsewhere	2010-12-31	$8,410,908
Administrative expenses (other) incurred	2010-12-31	$18,389
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	$46,173,934
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$743,026,216
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$696,852,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$617,190
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$339,687,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$313,545,915
Interest on participant loans	2010-12-31	$475,844
Interest earned on other investments	2010-12-31	$428,033
Value of interest in common/collective trusts at end of year	2010-12-31	$216,331,223
Value of interest in common/collective trusts at beginning of year	2010-12-31	$197,737,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,592,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,795,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,795,601
Asset value of US Government securities at end of year	2010-12-31	$76,503,159
Asset value of US Government securities at beginning of year	2010-12-31	$70,019,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$39,444,569
Net investment gain or loss from common/collective trusts	2010-12-31	$21,053,121
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	$14,328,770
Employer contributions (assets) at end of year	2010-12-31	$479,346
Employer contributions (assets) at beginning of year	2010-12-31	$918,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$74,111,721
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$38,851,860
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$47,550,549
Contract administrator fees	2010-12-31	$13,560
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$58,934,054
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$54,352,071
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
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, CPA'S, PLLC
Accountancy firm EIN	2010-12-31	271516157
2009 : INVENSYS 401(K) 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 INVENSYS 401(K) PLAN

2014: INVENSYS 401(K) 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	Yes
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 401(K) 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 401(K) 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 401(K) 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
2010: INVENSYS 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: INVENSYS 401(K) 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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Company Name:	INVENSYS LLC
Employer identification number (EIN):	043387605
NAIC Classification:	339900