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401k Plan overview

Plan NameBELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN
Plan identification number 006

BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEXTRON INC has sponsored the creation of one or more 401k plans.

Company Name:TEXTRON INC
Employer identification number (EIN):050315468
NAIC Classification:339900

Additional information about TEXTRON INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0660813

More information about TEXTRON INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062017-01-01JOYCE LAFOND
0062016-01-01JOYCE LAFOND
0062015-01-01JOYCE LAFOND
0062014-01-01JOYCE LAFOND
0062013-01-01JOYCE LAFOND
0062012-01-01CLAUDIA MOJKOWSKI
0062011-01-01CLAUDIA MOJKOWSKI
0062009-01-01DOUGLAS J. STEWART

Plan Statistics for BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

401k plan membership statisitcs for BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-0113,726
Total number of active participants reported on line 7a of the Form 55002017-01-013,704
Number of retired or separated participants receiving benefits2017-01-015,642
Number of other retired or separated participants entitled to future benefits2017-01-012,203
Total of all active and inactive participants2017-01-0111,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,982
Total participants2017-01-0113,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016
Total participants, beginning-of-year2016-01-0114,012
Total number of active participants reported on line 7a of the Form 55002016-01-013,732
Number of retired or separated participants receiving benefits2016-01-015,692
Number of other retired or separated participants entitled to future benefits2016-01-012,364
Total of all active and inactive participants2016-01-0111,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,938
Total participants2016-01-0113,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015
Total participants, beginning-of-year2015-01-0114,453
Total number of active participants reported on line 7a of the Form 55002015-01-013,929
Number of retired or separated participants receiving benefits2015-01-015,706
Number of other retired or separated participants entitled to future benefits2015-01-012,480
Total of all active and inactive participants2015-01-0112,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,897
Total participants2015-01-0114,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01135
2014
Total participants, beginning-of-year2014-01-0114,927
Total number of active participants reported on line 7a of the Form 55002014-01-014,947
Number of retired or separated participants receiving benefits2014-01-015,480
Number of other retired or separated participants entitled to future benefits2014-01-012,138
Total of all active and inactive participants2014-01-0112,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,888
Total participants2014-01-0114,453
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01177
2013
Total participants, beginning-of-year2013-01-0115,248
Total number of active participants reported on line 7a of the Form 55002013-01-015,822
Number of retired or separated participants receiving benefits2013-01-015,341
Number of other retired or separated participants entitled to future benefits2013-01-011,891
Total of all active and inactive participants2013-01-0113,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,873
Total participants2013-01-0114,927
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0183
2012
Total participants, beginning-of-year2012-01-0115,402
Total number of active participants reported on line 7a of the Form 55002012-01-016,539
Number of retired or separated participants receiving benefits2012-01-015,236
Number of other retired or separated participants entitled to future benefits2012-01-011,731
Total of all active and inactive participants2012-01-0113,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,742
Total participants2012-01-0115,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0187
2011
Total participants, beginning-of-year2011-01-0115,564
Total number of active participants reported on line 7a of the Form 55002011-01-016,679
Number of retired or separated participants receiving benefits2011-01-015,219
Number of other retired or separated participants entitled to future benefits2011-01-011,778
Total of all active and inactive participants2011-01-0113,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,726
Total participants2011-01-0115,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01174
2009
Total participants, beginning-of-year2009-01-0115,777
Total number of active participants reported on line 7a of the Form 55002009-01-017,325
Number of retired or separated participants receiving benefits2009-01-015,028
Number of other retired or separated participants entitled to future benefits2009-01-011,732
Total of all active and inactive participants2009-01-0114,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,811
Total participants2009-01-0115,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01482

Financial Data on BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,970,523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,961,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,355,017
Total income from all sources (including contributions)2018-12-31$-92,883,746
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$112,731,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$112,731,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,927,279,767
Value of total assets at beginning of year2018-12-31$2,131,317,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Liabilities. Value of operating payables at end of year2018-12-31$1,961,816
Liabilities. Value of operating payables at beginning of year2018-12-31$2,355,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-205,614,962
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,925,317,951
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,128,962,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$1,927,279,767
Value of interest in master investment trust accounts at beginning of year2018-12-31$2,131,317,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$112,731,216
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$857,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,355,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,273,412
Total income from all sources (including contributions)2017-12-31$263,085,186
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$111,113,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$111,113,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$2,131,317,407
Value of total assets at beginning of year2017-12-31$1,978,406,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$2,355,017
Liabilities. Value of operating payables at beginning of year2017-12-31$2,273,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$151,972,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,128,962,390
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,976,132,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$2,131,317,407
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,678,406,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$300,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$111,113,146
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,105,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,273,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,152,224
Total income from all sources (including contributions)2016-12-31$451,786,141
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$119,245,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$119,245,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$300,000,000
Value of total assets at end of year2016-12-31$1,978,406,001
Value of total assets at beginning of year2016-12-31$1,644,638,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,020,452
Liabilities. Value of operating payables at end of year2016-12-31$2,273,412
Liabilities. Value of operating payables at beginning of year2016-12-31$2,152,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$332,540,207
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,976,132,589
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,642,486,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$1,678,406,001
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,635,618,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$300,000,000
Employer contributions (assets) at end of year2016-12-31$300,000,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$119,245,934
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$3,324,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,152,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,026,834
Total income from all sources (including contributions)2015-12-31$16,540,856
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$111,373,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$111,373,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$1,644,638,793
Value of total assets at beginning of year2015-12-31$1,736,021,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,020,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$8,503,523
Liabilities. Value of operating payables at end of year2015-12-31$2,152,224
Liabilities. Value of operating payables at beginning of year2015-12-31$2,026,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-94,832,648
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,642,486,569
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,733,995,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$1,635,618,341
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,727,518,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$111,373,504
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,633,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,026,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,353,942
Total income from all sources (including contributions)2014-12-31$147,547,026
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$104,227,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$104,227,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$1,736,021,993
Value of total assets at beginning of year2014-12-31$1,691,396,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$8,503,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,283,254
Liabilities. Value of operating payables at end of year2014-12-31$2,026,834
Liabilities. Value of operating payables at beginning of year2014-12-31$2,353,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$43,319,275
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,733,995,159
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,689,042,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$1,727,518,470
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,683,113,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$104,227,751
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$562,411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,353,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,109,979
Total income from all sources (including contributions)2013-12-31$224,950,669
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$104,568,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$104,568,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,691,396,517
Value of total assets at beginning of year2013-12-31$1,569,208,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,283,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,857,028
Liabilities. Value of operating payables at end of year2013-12-31$2,353,942
Liabilities. Value of operating payables at beginning of year2013-12-31$1,109,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$120,381,935
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,689,042,575
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,568,098,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$1,683,113,263
Value of interest in master investment trust accounts at beginning of year2013-12-31$1,561,351,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$104,568,734
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31EARNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$316,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,109,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,374,188
Total income from all sources (including contributions)2012-12-31$298,308,067
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$97,221,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$97,221,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$120,700,000
Value of total assets at end of year2012-12-31$1,569,208,208
Value of total assets at beginning of year2012-12-31$1,368,068,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,857,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,660,088
Liabilities. Value of operating payables at end of year2012-12-31$1,109,979
Liabilities. Value of operating payables at beginning of year2012-12-31$1,374,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$201,086,940
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,568,098,229
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,366,694,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$1,561,351,180
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,310,408,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$120,700,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$97,221,127
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$977,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,374,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,675,457
Total income from all sources (including contributions)2011-12-31$141,268,339
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$96,424,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$96,424,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$100,000,000
Value of total assets at end of year2011-12-31$1,368,068,811
Value of total assets at beginning of year2011-12-31$1,322,549,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,660,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,201,185
Liabilities. Value of operating payables at end of year2011-12-31$1,374,188
Liabilities. Value of operating payables at beginning of year2011-12-31$1,675,457
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$44,843,807
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,366,694,623
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,320,873,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$1,310,408,723
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,265,348,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$100,000,000
Employer contributions (assets) at end of year2011-12-31$50,000,000
Employer contributions (assets) at beginning of year2011-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$96,424,532
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$444,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,675,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,990,137
Total income from all sources (including contributions)2010-12-31$376,469,705
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$89,150,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$89,150,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$236,000,000
Value of total assets at end of year2010-12-31$1,322,549,190
Value of total assets at beginning of year2010-12-31$1,035,100,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,201,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,874,937
Liabilities. Value of operating payables at end of year2010-12-31$1,675,457
Liabilities. Value of operating payables at beginning of year2010-12-31$1,990,137
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$287,319,178
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,320,873,733
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,033,109,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$1,265,348,005
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,028,225,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$236,000,000
Employer contributions (assets) at end of year2010-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$89,150,527
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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