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TEXTRON MASTER RETIREMENT PLAN 401k Plan overview

Plan NameTEXTRON MASTER RETIREMENT PLAN
Plan identification number 076

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

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0762017-01-01JOYCE LAFOND
0762016-01-01JOYCE LAFOND
0762015-01-01JOYCE LAFOND
0762014-01-01JOYCE LAFOND
0762013-01-01JOYCE LAFOND
0762012-01-01CLAUDIA MOJKOWSKI
0762011-01-01CLAUDIA MOJKOWSKI
0762010-01-01DOUGLAS J. STEWART
0762009-01-01DOUGLAS J. STEWART

Plan Statistics for TEXTRON MASTER RETIREMENT PLAN

401k plan membership statisitcs for TEXTRON MASTER RETIREMENT PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-0162,375
Total number of active participants reported on line 7a of the Form 55002017-01-0110,245
Number of retired or separated participants receiving benefits2017-01-0126,506
Number of other retired or separated participants entitled to future benefits2017-01-0117,819
Total of all active and inactive participants2017-01-0154,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016,547
Total participants2017-01-0161,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016
Total participants, beginning-of-year2016-01-0163,705
Total number of active participants reported on line 7a of the Form 55002016-01-0110,934
Number of retired or separated participants receiving benefits2016-01-0126,380
Number of other retired or separated participants entitled to future benefits2016-01-0118,607
Total of all active and inactive participants2016-01-0155,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016,454
Total participants2016-01-0162,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01151
2015
Total participants, beginning-of-year2015-01-0165,355
Total number of active participants reported on line 7a of the Form 55002015-01-0111,935
Number of retired or separated participants receiving benefits2015-01-0126,338
Number of other retired or separated participants entitled to future benefits2015-01-0118,948
Total of all active and inactive participants2015-01-0157,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016,484
Total participants2015-01-0163,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01102
2014
Total participants, beginning-of-year2014-01-0157,924
Total number of active participants reported on line 7a of the Form 55002014-01-0112,434
Number of retired or separated participants receiving benefits2014-01-0125,995
Number of other retired or separated participants entitled to future benefits2014-01-0120,338
Total of all active and inactive participants2014-01-0158,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016,588
Total participants2014-01-0165,355
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01179
2013
Total participants, beginning-of-year2013-01-0160,178
Total number of active participants reported on line 7a of the Form 55002013-01-0111,342
Number of retired or separated participants receiving benefits2013-01-0122,970
Number of other retired or separated participants entitled to future benefits2013-01-0117,677
Total of all active and inactive participants2013-01-0151,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015,935
Total participants2013-01-0157,924
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01169
2012
Total participants, beginning-of-year2012-01-0162,228
Total number of active participants reported on line 7a of the Form 55002012-01-0112,505
Number of retired or separated participants receiving benefits2012-01-0122,851
Number of other retired or separated participants entitled to future benefits2012-01-0118,948
Total of all active and inactive participants2012-01-0154,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015,874
Total participants2012-01-0160,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01306
2011
Total participants, beginning-of-year2011-01-0164,780
Total number of active participants reported on line 7a of the Form 55002011-01-0113,647
Number of retired or separated participants receiving benefits2011-01-0122,665
Number of other retired or separated participants entitled to future benefits2011-01-0119,944
Total of all active and inactive participants2011-01-0156,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015,972
Total participants2011-01-0162,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,743
2010
Total participants, beginning-of-year2010-01-0171,306
Total number of active participants reported on line 7a of the Form 55002010-01-0116,637
Number of retired or separated participants receiving benefits2010-01-0122,564
Number of other retired or separated participants entitled to future benefits2010-01-0119,653
Total of all active and inactive participants2010-01-0158,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015,926
Total participants2010-01-0164,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011,918
2009
Total participants, beginning-of-year2009-01-0174,233
Total number of active participants reported on line 7a of the Form 55002009-01-0119,910
Number of retired or separated participants receiving benefits2009-01-0122,698
Number of other retired or separated participants entitled to future benefits2009-01-0121,347
Total of all active and inactive participants2009-01-0163,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017,351
Total participants2009-01-0171,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013,290

Financial Data on 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$4,602,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,670,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,730,559
Total income from all sources (including contributions)2018-12-31$-219,482,614
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$250,320,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$250,320,021
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$4,478,408,306
Value of total assets at beginning of year2018-12-31$4,944,668,012
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$4,670,988
Liabilities. Value of operating payables at beginning of year2018-12-31$5,730,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-469,802,635
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,473,737,318
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,938,937,453
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$4,478,408,306
Value of interest in master investment trust accounts at beginning of year2018-12-31$4,944,668,012
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$250,320,021
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$4,607,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,730,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,376,102
Total income from all sources (including contributions)2017-12-31$671,430,060
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$243,618,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$243,618,956
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$4,944,668,012
Value of total assets at beginning of year2017-12-31$4,512,895,390
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$5,730,559
Liabilities. Value of operating payables at beginning of year2017-12-31$6,376,102
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$427,811,104
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,938,937,453
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,506,519,288
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$4,944,668,012
Value of interest in master investment trust accounts at beginning of year2017-12-31$4,512,895,390
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$243,618,956
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$1,826,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,376,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,768,622
Total income from all sources (including contributions)2016-12-31$418,559,393
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$254,699,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$254,699,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$4,512,895,390
Value of total assets at beginning of year2016-12-31$4,346,601,706
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$19,188,783
Liabilities. Value of operating payables at end of year2016-12-31$6,376,102
Liabilities. Value of operating payables at beginning of year2016-12-31$5,768,622
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$163,859,947
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,506,519,288
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,340,833,084
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$4,512,895,390
Value of interest in master investment trust accounts at beginning of year2016-12-31$4,327,412,923
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$254,699,446
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$3,021,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,768,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,476,598
Total income from all sources (including contributions)2015-12-31$48,715,225
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$240,962,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$240,962,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$899
Value of total assets at end of year2015-12-31$4,346,601,706
Value of total assets at beginning of year2015-12-31$4,535,535,278
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
Contributions received from participants2015-12-31$899
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$19,188,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$18,735,640
Liabilities. Value of operating payables at end of year2015-12-31$5,768,622
Liabilities. Value of operating payables at beginning of year2015-12-31$5,476,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-192,247,399
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,340,833,084
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,530,058,680
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$4,327,412,923
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,512,442,680
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,639,580
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$4,356,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$237,323,044
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 EIN2015-12-31246565596
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$480,873,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,476,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,668,674
Total income from all sources (including contributions)2014-12-31$346,403,461
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$203,139,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$203,139,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,590
Value of total assets at end of year2014-12-31$4,535,535,278
Value of total assets at beginning of year2014-12-31$3,911,589,491
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
Contributions received from participants2014-12-31$5,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$18,735,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$16,124,469
Liabilities. Value of operating payables at end of year2014-12-31$5,476,598
Liabilities. Value of operating payables at beginning of year2014-12-31$5,668,674
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$143,264,204
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,530,058,680
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,905,920,817
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$4,512,442,680
Value of interest in master investment trust accounts at beginning of year2014-12-31$3,895,465,022
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
Employer contributions (assets) at end of year2014-12-31$4,356,958
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$203,139,257
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 EIN2014-12-31246565596
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$5,108,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,668,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,796,330
Total income from all sources (including contributions)2013-12-31$516,140,888
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$203,460,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$203,460,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,573
Value of total assets at end of year2013-12-31$3,911,589,491
Value of total assets at beginning of year2013-12-31$3,590,928,327
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
Contributions received from participants2013-12-31$1,573
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$16,124,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15,706,714
Liabilities. Value of operating payables at end of year2013-12-31$5,668,674
Liabilities. Value of operating payables at beginning of year2013-12-31$2,796,330
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$312,680,306
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,905,920,817
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,588,131,997
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$3,895,465,022
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,447,231,613
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$127,990,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$203,460,582
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31246565596
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,003,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,796,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,416,622
Total income from all sources (including contributions)2012-12-31$621,119,179
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$199,769,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$199,769,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$207,292,760
Value of total assets at end of year2012-12-31$3,590,928,327
Value of total assets at beginning of year2012-12-31$3,169,195,603
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
Contributions received from participants2012-12-31$2,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15,706,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,390,363
Liabilities. Value of operating payables at end of year2012-12-31$2,796,330
Liabilities. Value of operating payables at beginning of year2012-12-31$3,416,622
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$421,349,906
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,588,131,997
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,165,778,981
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$3,447,231,613
Value of interest in master investment trust accounts at beginning of year2012-12-31$3,074,805,240
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$207,290,000
Employer contributions (assets) at end of year2012-12-31$127,990,000
Employer contributions (assets) at beginning of year2012-12-31$80,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$199,769,273
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$977,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,416,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,577,980
Total income from all sources (including contributions)2011-12-31$513,120,206
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$188,842,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$188,842,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$425,691,015
Value of total assets at end of year2011-12-31$3,169,195,603
Value of total assets at beginning of year2011-12-31$2,844,101,768
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
Contributions received from participants2011-12-31$1,015
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$690,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$14,390,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,609,565
Liabilities. Value of operating payables at end of year2011-12-31$3,416,622
Liabilities. Value of operating payables at beginning of year2011-12-31$3,577,980
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$324,277,475
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,165,778,981
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,840,523,788
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$3,074,805,240
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,702,182,203
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$425,000,000
Employer contributions (assets) at end of year2011-12-31$80,000,000
Employer contributions (assets) at beginning of year2011-12-31$127,310,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$188,842,731
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$979,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,577,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,650,867
Total income from all sources (including contributions)2010-12-31$608,809,870
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$181,183,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$181,183,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$287,312,080
Value of total assets at end of year2010-12-31$2,844,101,768
Value of total assets at beginning of year2010-12-31$2,416,567,823
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,609,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,648,614
Liabilities. Value of operating payables at end of year2010-12-31$3,577,980
Liabilities. Value of operating payables at beginning of year2010-12-31$4,650,867
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$427,626,845
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,840,523,788
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,411,916,956
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$2,702,182,203
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,402,919,209
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$287,310,000
Employer contributions (assets) at end of year2010-12-31$127,310,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$181,183,025
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
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
2010
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan 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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