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| Plan Name | IBM MEDICAL BENEFITS TRUST |
| Plan identification number | 010 |
| Company Name: | INTERNATIONAL BUSINESS MACHINES CORPORATION |
| Employer identification number (EIN): | 130871985 |
Additional information about INTERNATIONAL BUSINESS MACHINES CORPORATION
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1911-06-16 |
| Company Identification Number: | 30059 |
| Legal Registered Office Address: |
One North Castle Drive Westchester Armonk United States of America (USA) 10504 |
More information about INTERNATIONAL BUSINESS MACHINES CORPORATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 010 | 2022-01-01 | ||||
| 010 | 2021-01-01 | ||||
| 010 | 2020-01-01 | ||||
| 010 | 2019-01-01 | ||||
| 010 | 2018-01-01 | ||||
| 010 | 2017-01-01 | 2018-09-20 | |||
| 010 | 2016-01-01 | 2017-09-28 | |||
| 010 | 2015-01-01 | 2016-09-30 | |||
| 010 | 2014-01-01 | 2015-10-12 | |||
| 010 | 2013-01-01 | 2014-10-03 | |||
| 010 | 2012-01-01 | 2013-10-11 | |||
| 010 | 2011-01-01 | 2012-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2016: IBM MEDICAL BENEFITS TRUST 2016 401k membership | ||
| Total of all active and inactive participants | 2016-01-01 | 0 |
| 2015: IBM MEDICAL BENEFITS TRUST 2015 401k membership | ||
| Total of all active and inactive participants | 2015-01-01 | 0 |
| 2014: IBM MEDICAL BENEFITS TRUST 2014 401k membership | ||
| Total of all active and inactive participants | 2014-01-01 | 0 |
| 2013: IBM MEDICAL BENEFITS TRUST 2013 401k membership | ||
| Total of all active and inactive participants | 2013-01-01 | 0 |
| 2012: IBM MEDICAL BENEFITS TRUST 2012 401k membership | ||
| Total of all active and inactive participants | 2012-01-01 | 0 |
| 2011: IBM MEDICAL BENEFITS TRUST 2011 401k membership | ||
| Total of all active and inactive participants | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : IBM MEDICAL BENEFITS TRUST 2022 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $876,009,114 |
| Total transfer of assets from this plan | 2022-12-31 | $33 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $204,114,649 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,071,607,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,071,602,570 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $203,236,992 |
| Value of total assets at end of year | 2022-12-31 | $26,032,480 |
| Value of total assets at beginning of year | 2022-12-31 | $17,516,320 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,000 |
| Total interest from all sources | 2022-12-31 | $235 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $877,422 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $877,422 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $43,231,729 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $210,173 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $915 |
| Administrative expenses (other) incurred | 2022-12-31 | $5,000 |
| Total non interest bearing cash at end of year | 2022-12-31 | $108,031 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $129,121 |
| Value of net income/loss | 2022-12-31 | $-867,492,921 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $26,032,480 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,516,320 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $25,714,276 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,386,284 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $235 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Contributions received in cash from employer | 2022-12-31 | $160,005,263 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,071,602,570 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| 2021 : IBM MEDICAL BENEFITS TRUST 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $737,538,715 |
| Total transfer of assets from this plan | 2021-12-31 | $1,159,014,636 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $413,574,872 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $27,330 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $413,559,878 |
| Value of total assets at end of year | 2021-12-31 | $17,516,320 |
| Value of total assets at beginning of year | 2021-12-31 | $25,444,699 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,330 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $14,994 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $14,994 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $50,177,047 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $915 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $855 |
| Administrative expenses (other) incurred | 2021-12-31 | $27,330 |
| Total non interest bearing cash at end of year | 2021-12-31 | $129,121 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $164,151 |
| Value of net income/loss | 2021-12-31 | $413,547,542 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,516,320 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $25,444,699 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,386,284 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $25,279,693 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Contributions received in cash from employer | 2021-12-31 | $363,382,831 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| 2020 : IBM MEDICAL BENEFITS TRUST 2020 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $1,146,515,990 |
| Total transfer of assets from this plan | 2020-12-31 | $1,130,114,822 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $291,361 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $10,250 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $25,444,699 |
| Value of total assets at beginning of year | 2020-12-31 | $8,762,420 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,250 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $291,361 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $291,361 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $855 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $43,732 |
| Administrative expenses (other) incurred | 2020-12-31 | $10,250 |
| Total non interest bearing cash at end of year | 2020-12-31 | $164,151 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $238,111 |
| Value of net income/loss | 2020-12-31 | $281,111 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $25,444,699 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,762,420 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $25,279,693 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,480,577 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| 2019 : IBM MEDICAL BENEFITS TRUST 2019 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $1,180,834,183 |
| Total transfer of assets from this plan | 2019-12-31 | $1,206,286,633 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,935,123 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $5,250 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $8,762,420 |
| Value of total assets at beginning of year | 2019-12-31 | $32,284,997 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,250 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,935,123 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,935,123 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $43,732 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $105,486 |
| Administrative expenses (other) incurred | 2019-12-31 | $5,250 |
| Total non interest bearing cash at end of year | 2019-12-31 | $238,111 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $215,937 |
| Value of net income/loss | 2019-12-31 | $1,929,873 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,762,420 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $32,284,997 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,480,577 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $31,963,574 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 2018 : IBM MEDICAL BENEFITS TRUST 2018 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $1,252,075,022 |
| Total transfer of assets from this plan | 2018-12-31 | $1,269,387,066 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,762,039 |
| Total loss/gain on sale of assets | 2018-12-31 | $397 |
| Total of all expenses incurred | 2018-12-31 | $12,930 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $32,284,997 |
| Value of total assets at beginning of year | 2018-12-31 | $47,847,932 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,930 |
| Total interest from all sources | 2018-12-31 | $151,718 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,609,924 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,609,924 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $105,486 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $75,747 |
| Administrative expenses (other) incurred | 2018-12-31 | $12,930 |
| Total non interest bearing cash at end of year | 2018-12-31 | $215,937 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $283,627 |
| Value of net income/loss | 2018-12-31 | $1,749,109 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $32,284,997 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $47,847,932 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $31,963,574 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $47,488,558 |
| Income. Interest from US Government securities | 2018-12-31 | $151,718 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2018-12-31 | $1,450,007,142 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,450,006,745 |
| 2017 : IBM MEDICAL BENEFITS TRUST 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $1,282,125,320 |
| Total transfer of assets from this plan | 2017-12-31 | $1,293,342,972 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,009,942 |
| Total loss/gain on sale of assets | 2017-12-31 | $-5,271 |
| Total of all expenses incurred | 2017-12-31 | $14,717 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $47,847,932 |
| Value of total assets at beginning of year | 2017-12-31 | $58,070,359 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $14,717 |
| Total interest from all sources | 2017-12-31 | $15,670 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $999,543 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $999,543 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $75,747 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $15,780 |
| Administrative expenses (other) incurred | 2017-12-31 | $14,717 |
| Total non interest bearing cash at end of year | 2017-12-31 | $283,627 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $995,225 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $47,847,932 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $58,070,359 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $47,488,558 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $57,936,122 |
| Income. Interest from US Government securities | 2017-12-31 | $15,666 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $118,457 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $118,457 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2017-12-31 | $1,524,733,335 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,524,738,606 |
| 2016 : IBM MEDICAL BENEFITS TRUST 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $1,287,981,035 |
| Total transfer of assets from this plan | 2016-12-31 | $1,329,616,142 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $186,160 |
| Total loss/gain on sale of assets | 2016-12-31 | $-4,261 |
| Total of all expenses incurred | 2016-12-31 | $6,931 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
| Value of total assets at end of year | 2016-12-31 | $58,070,359 |
| Value of total assets at beginning of year | 2016-12-31 | $99,526,237 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,931 |
| Total interest from all sources | 2016-12-31 | $56,664 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $133,757 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $133,757 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $15,780 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
| Administrative expenses (other) incurred | 2016-12-31 | $6,931 |
| Value of net income/loss | 2016-12-31 | $179,229 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $58,070,359 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $99,526,237 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $57,936,122 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
| Interest earned on other investments | 2016-12-31 | $6 |
| Income. Interest from US Government securities | 2016-12-31 | $1,340 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $118,457 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $99,526,237 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $99,526,237 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $55,318 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2016-12-31 | $224,964,635 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $224,968,896 |
| 2015 : IBM MEDICAL BENEFITS TRUST 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $1,411,403,772 |
| Total transfer of assets from this plan | 2015-12-31 | $1,364,714,607 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $244,275 |
| Total loss/gain on sale of assets | 2015-12-31 | $1,600 |
| Total of all expenses incurred | 2015-12-31 | $47,207 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
| Value of total assets at end of year | 2015-12-31 | $99,526,237 |
| Value of total assets at beginning of year | 2015-12-31 | $52,640,004 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $47,207 |
| Total interest from all sources | 2015-12-31 | $242,675 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Administrative expenses (other) incurred | 2015-12-31 | $47,207 |
| Value of net income/loss | 2015-12-31 | $197,068 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $99,526,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $52,640,004 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $99,526,237 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $52,640,004 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $52,640,004 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $242,675 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2015-12-31 | $80,000,000 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $79,998,400 |
| 2014 : IBM MEDICAL BENEFITS TRUST 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $1,278,090,943 |
| Total transfer of assets from this plan | 2014-12-31 | $1,435,833,190 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $364,643 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $53,217 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
| Value of total assets at end of year | 2014-12-31 | $52,640,004 |
| Value of total assets at beginning of year | 2014-12-31 | $210,070,825 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $53,217 |
| Total interest from all sources | 2014-12-31 | $364,643 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $9,378 |
| Administrative expenses (other) incurred | 2014-12-31 | $53,217 |
| Value of net income/loss | 2014-12-31 | $311,426 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $52,640,004 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $210,070,825 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $52,640,004 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $210,061,447 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $210,061,447 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $364,643 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| 2013 : IBM MEDICAL BENEFITS TRUST 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $1,397,086,973 |
| Total transfer of assets from this plan | 2013-12-31 | $1,678,949,098 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $525,956 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $142,988 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $210,070,825 |
| Value of total assets at beginning of year | 2013-12-31 | $491,549,982 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $142,988 |
| Total interest from all sources | 2013-12-31 | $504,882 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $21,074 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $21,074 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $9,378 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,486 |
| Administrative expenses (other) incurred | 2013-12-31 | $142,988 |
| Value of net income/loss | 2013-12-31 | $382,968 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $210,070,825 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $491,549,982 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $491,547,496 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $210,061,447 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $504,882 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| 2012 : IBM MEDICAL BENEFITS TRUST 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets to this plan | 2012-12-31 | $2,058,894,910 |
| Total transfer of assets from this plan | 2012-12-31 | $1,664,196,885 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $23,915 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $5,000 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
| Value of total assets at end of year | 2012-12-31 | $491,549,982 |
| Value of total assets at beginning of year | 2012-12-31 | $96,833,042 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,000 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,486 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,799 |
| Administrative expenses (other) incurred | 2012-12-31 | $5,000 |
| Total non interest bearing cash at end of year | 2012-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $181,753 |
| Value of net income/loss | 2012-12-31 | $18,915 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $491,549,982 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $96,833,042 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $491,547,496 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $96,649,490 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $23,915 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| 2011 : IBM MEDICAL BENEFITS TRUST 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $1,902,134,611 |
| Total transfer of assets from this plan | 2011-12-31 | $1,805,321,073 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $29,655 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $10,151 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
| Value of total assets at end of year | 2011-12-31 | $96,833,042 |
| Value of total assets at beginning of year | 2011-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,151 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,799 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
| Administrative expenses (other) incurred | 2011-12-31 | $10,151 |
| Total non interest bearing cash at end of year | 2011-12-31 | $181,753 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
| Value of net income/loss | 2011-12-31 | $19,504 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $96,833,042 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $96,649,490 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $29,655 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| 2022: IBM MEDICAL BENEFITS TRUST 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2021: IBM MEDICAL BENEFITS TRUST 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2020: IBM MEDICAL BENEFITS TRUST 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2019: IBM MEDICAL BENEFITS TRUST 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2018: IBM MEDICAL BENEFITS TRUST 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2017: IBM MEDICAL BENEFITS TRUST 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2016: IBM MEDICAL BENEFITS TRUST 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2015: IBM MEDICAL BENEFITS TRUST 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2014: IBM MEDICAL BENEFITS TRUST 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2013: IBM MEDICAL BENEFITS TRUST 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2012: IBM MEDICAL BENEFITS TRUST 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2011: IBM MEDICAL BENEFITS TRUST 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
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