SIEMENS CORPORATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: SIEMENS PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 1,954,213,672 |
Acturial value of plan assets | 2022-12-31 | 1,954,213,672 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 810,671,132 |
Number of terminated vested participants | 2022-12-31 | 8,401 |
Fundng target for terminated vested participants | 2022-12-31 | 407,138,283 |
Active participant vested funding target | 2022-12-31 | 329,623,691 |
Number of active participants | 2022-12-31 | 4,687 |
Total funding liabilities for active participants | 2022-12-31 | 330,532,116 |
Total participant count | 2022-12-31 | 20,248 |
Total funding target for all participants | 2022-12-31 | 1,548,341,531 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 320,530,506 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 320,530,506 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 324,200,593 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 6,044,137 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 19,913 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4,505 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 6,468 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7,622 |
Total of all active and inactive participants | 2022-01-01 | 18,595 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 865 |
Total participants | 2022-01-01 | 19,460 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 13 |
2021: SIEMENS PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 1,887,675,916 |
Acturial value of plan assets | 2021-12-31 | 1,887,675,916 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 709,150,743 |
Number of terminated vested participants | 2021-12-31 | 7,774 |
Fundng target for terminated vested participants | 2021-12-31 | 383,538,985 |
Active participant vested funding target | 2021-12-31 | 322,777,390 |
Number of active participants | 2021-12-31 | 4,785 |
Total funding liabilities for active participants | 2021-12-31 | 323,128,875 |
Total participant count | 2021-12-31 | 17,778 |
Total funding target for all participants | 2021-12-31 | 1,415,818,603 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 258,456,836 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 258,456,836 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 293,606,966 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 3,257,321 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 17,664 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4,769 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4,763 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7,017 |
Total of all active and inactive participants | 2021-01-01 | 16,549 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 636 |
Total participants | 2021-01-01 | 17,185 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: SIEMENS PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 2,169,327,684 |
Acturial value of plan assets | 2020-12-31 | 2,169,327,684 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 825,028,799 |
Number of terminated vested participants | 2020-12-31 | 9,755 |
Fundng target for terminated vested participants | 2020-12-31 | 459,776,977 |
Active participant vested funding target | 2020-12-31 | 520,662,540 |
Number of active participants | 2020-12-31 | 7,968 |
Total funding liabilities for active participants | 2020-12-31 | 521,598,672 |
Total participant count | 2020-12-31 | 23,752 |
Total funding target for all participants | 2020-12-31 | 1,806,404,448 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 315,357,439 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 37,708,856 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 277,648,583 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 336,399,023 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 7,134,910 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 24,114 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5,160 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4,405 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7,488 |
Total of all active and inactive participants | 2020-01-01 | 17,053 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 611 |
Total participants | 2020-01-01 | 17,664 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: SIEMENS PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 1,907,212,556 |
Acturial value of plan assets | 2019-12-31 | 1,907,212,556 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 813,283,408 |
Number of terminated vested participants | 2019-12-31 | 10,338 |
Fundng target for terminated vested participants | 2019-12-31 | 493,890,819 |
Active participant vested funding target | 2019-12-31 | 565,395,086 |
Number of active participants | 2019-12-31 | 8,630 |
Total funding liabilities for active participants | 2019-12-31 | 566,410,647 |
Total participant count | 2019-12-31 | 24,476 |
Total funding target for all participants | 2019-12-31 | 1,873,584,874 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 354,134,908 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 18,541,166 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 335,593,742 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 315,357,439 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 11,660,730 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 281,729,757 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 65,959,563 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 65,959,563 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 24,775 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8,802 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4,876 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9,722 |
Total of all active and inactive participants | 2019-01-01 | 23,400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 714 |
Total participants | 2019-01-01 | 24,114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 19 |
2018: SIEMENS PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 2,149,610,681 |
Acturial value of plan assets | 2018-12-31 | 2,149,610,681 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 739,514,153 |
Number of terminated vested participants | 2018-12-31 | 10,773 |
Fundng target for terminated vested participants | 2018-12-31 | 494,180,690 |
Active participant vested funding target | 2018-12-31 | 600,707,336 |
Number of active participants | 2018-12-31 | 9,344 |
Total funding liabilities for active participants | 2018-12-31 | 601,838,918 |
Total participant count | 2018-12-31 | 25,067 |
Total funding target for all participants | 2018-12-31 | 1,835,533,761 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 125,648,467 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 52,607,039 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 73,041,428 |
Present value of excess contributions | 2018-12-31 | 369,352,961 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 395,372,405 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 298,927,192 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 382,940,173 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 5,605,506 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 40,057,988 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 18,541,166 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 18,541,166 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 49,743 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9,233 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4,798 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9,978 |
Total of all active and inactive participants | 2018-01-01 | 24,009 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 766 |
Total participants | 2018-01-01 | 24,775 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 16 |
2017: SIEMENS PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 3,066,533,260 |
Acturial value of plan assets | 2017-12-31 | 3,066,533,260 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,441,716,433 |
Number of terminated vested participants | 2017-12-31 | 16,588 |
Fundng target for terminated vested participants | 2017-12-31 | 709,357,783 |
Active participant vested funding target | 2017-12-31 | 1,059,216,731 |
Number of active participants | 2017-12-31 | 15,051 |
Total funding liabilities for active participants | 2017-12-31 | 1,061,148,331 |
Total participant count | 2017-12-31 | 51,163 |
Total funding target for all participants | 2017-12-31 | 3,212,222,547 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 112,906,763 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 78,499,555 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 34,407,208 |
Present value of excess contributions | 2017-12-31 | 76,878,774 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 84,128,442 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 84,128,442 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 125,648,467 |
Total employer contributions | 2017-12-31 | 575,240,902 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 397,048,615 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 30,018,910 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 271,337,754 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 80,302,693 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 52,607,039 |
Additional cash requirement | 2017-12-31 | 27,695,654 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 397,048,615 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 51,369 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 14,728 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 16,872 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15,633 |
Total of all active and inactive participants | 2017-01-01 | 47,233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2,227 |
Total participants | 2017-01-01 | 49,460 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: SIEMENS PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 3,047,848,553 |
Acturial value of plan assets | 2016-12-31 | 3,047,848,553 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,309,934,992 |
Number of terminated vested participants | 2016-12-31 | 20,922 |
Fundng target for terminated vested participants | 2016-12-31 | 841,918,690 |
Active participant vested funding target | 2016-12-31 | 1,076,745,274 |
Number of active participants | 2016-12-31 | 15,587 |
Total funding liabilities for active participants | 2016-12-31 | 1,077,793,953 |
Total participant count | 2016-12-31 | 53,278 |
Total funding target for all participants | 2016-12-31 | 3,229,647,635 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 118,442,446 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 118,442,446 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 112,906,763 |
Total employer contributions | 2016-12-31 | 84,843,278 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 76,878,774 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 29,807,242 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 294,705,845 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 78,499,555 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 78,499,555 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 76,878,774 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 53,061 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15,841 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 16,553 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 16,318 |
Total of all active and inactive participants | 2016-01-01 | 48,712 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2,657 |
Total participants | 2016-01-01 | 51,369 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: SIEMENS PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 74,563 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 68,446 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 14,392 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 20,638 |
Total of all active and inactive participants | 2015-01-01 | 103,476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2,232 |
Total participants | 2015-01-01 | 105,708 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 18 |
2014: SIEMENS PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 76,246 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19,777 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 13,456 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 20,229 |
Total of all active and inactive participants | 2014-01-01 | 53,462 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2,107 |
Total participants | 2014-01-01 | 55,569 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
2013: SIEMENS PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 76,246 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21,980 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 13,456 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 20,229 |
Total of all active and inactive participants | 2013-01-01 | 55,665 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2,107 |
Total participants | 2013-01-01 | 57,772 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 9 |
2012: SIEMENS PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 76,317 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 23,609 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 12,773 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21,108 |
Total of all active and inactive participants | 2012-01-01 | 57,490 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1,821 |
Total participants | 2012-01-01 | 59,311 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 24 |
2011: SIEMENS PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 78,017 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26,409 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 11,931 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 22,744 |
Total of all active and inactive participants | 2011-01-01 | 61,084 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1,684 |
Total participants | 2011-01-01 | 62,768 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 26 |
2010: SIEMENS PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 77,593 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 29,601 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 11,492 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 22,272 |
Total of all active and inactive participants | 2010-01-01 | 63,365 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1,583 |
Total participants | 2010-01-01 | 64,948 |
Number of participants with account balances | 2010-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 37 |
2009: SIEMENS PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 72,562 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 32,911 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 10,562 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23,608 |
Total of all active and inactive participants | 2009-01-01 | 67,081 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1,551 |
Total participants | 2009-01-01 | 68,632 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 94 |
Measure | Date | Value |
---|
2022 : SIEMENS PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-327,207,161 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-327,207,161 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,166,852 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,468,575 |
Total income from all sources (including contributions) | 2022-12-31 | $-350,464,019 |
Total loss/gain on sale of assets | 2022-12-31 | $-32,860,695 |
Total of all expenses incurred | 2022-12-31 | $124,459,567 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $116,900,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $1,491,839,930 |
Value of total assets at beginning of year | 2022-12-31 | $1,969,065,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,558,728 |
Total interest from all sources | 2022-12-31 | $50,426,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,944,925 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $751,452 |
Administrative expenses professional fees incurred | 2022-12-31 | $2,001,428 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $946,287 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $2,488,770 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $132,921,207 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $7,367,927 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $13,977,412 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $14,635,470 |
Administrative expenses (other) incurred | 2022-12-31 | $1,903,168 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $2,657,645 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $4,114,775 |
Total non interest bearing cash at end of year | 2022-12-31 | $1,433,478 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,584,995 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-474,923,586 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,488,673,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,963,596,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
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 |
Investment advisory and management fees | 2022-12-31 | $3,654,132 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $57,195,979 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $75,719,382 |
Interest earned on other investments | 2022-12-31 | $653,231 |
Income. Interest from US Government securities | 2022-12-31 | $3,377,213 |
Income. Interest from corporate debt instruments | 2022-12-31 | $46,386,072 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $140,175,341 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $188,586,275 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $10,413 |
Asset value of US Government securities at end of year | 2022-12-31 | $183,934,689 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $251,119,989 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,357,083 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-37,410,934 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Income. Dividends from preferred stock | 2022-12-31 | $55,528 |
Income. Dividends from common stock | 2022-12-31 | $1,137,945 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $116,900,839 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $875,842,722 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $1,314,980,824 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $85,412,815 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $112,581,607 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $509,207 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $1,353,800 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $413,684,610 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $446,545,305 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2022-12-31 | 346565596 |
2021 : SIEMENS PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $147,473,902 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $5,468,575 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,160,642 |
Total income from all sources (including contributions) | 2021-12-31 | $21,685,198 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $97,750,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $97,750,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $1,969,065,239 |
Value of total assets at beginning of year | 2021-12-31 | $1,896,349,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $2,488,770 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $7,367,927 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $14,635,470 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $4,114,775 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $136,180 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,584,995 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-76,065,601 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,963,596,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,892,188,363 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
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 | $75,719,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $1,896,349,005 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $188,586,275 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $251,119,989 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $97,750,799 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $1,314,980,824 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $112,581,607 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $1,353,800 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $4,024,462 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2021-12-31 | 346565596 |
2020 : SIEMENS PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $451,420,035 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,160,642 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,569,447 |
Total income from all sources (including contributions) | 2020-12-31 | $288,637,398 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $121,053,658 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $121,053,658 |
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 | $1,896,349,005 |
Value of total assets at beginning of year | 2020-12-31 | $2,177,594,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
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 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $285,144 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $136,180 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $119,430 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $167,583,740 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,892,188,363 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,176,024,658 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
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 master investment trust accounts at end of year | 2020-12-31 | $1,896,349,005 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $2,177,308,961 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $121,053,658 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $4,024,462 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $1,450,017 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2020-12-31 | 346565596 |
2019 : SIEMENS PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,569,447 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,100,964 |
Total income from all sources (including contributions) | 2019-12-31 | $383,105,029 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $119,185,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $119,185,008 |
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 | $2,177,594,105 |
Value of total assets at beginning of year | 2019-12-31 | $1,915,205,601 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
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 | $285,144 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $285,144 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $119,430 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $2,282,622 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $263,920,021 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,176,024,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,912,104,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 master investment trust accounts at end of year | 2019-12-31 | $2,177,308,961 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $1,915,205,601 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $119,185,008 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $1,450,017 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $818,342 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : SIEMENS PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $1,107 |
Total transfer of assets from this plan | 2018-12-31 | $1,057,375,525 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,100,964 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,227,546 |
Total income from all sources (including contributions) | 2018-12-31 | $-158,191,790 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $121,834,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $121,834,390 |
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 | $1,915,205,601 |
Value of total assets at beginning of year | 2018-12-31 | $3,253,732,781 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $-5,527,450 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $2,282,622 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $3,009,057 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-280,026,180 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,912,104,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,249,505,235 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
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 master investment trust accounts at end of year | 2018-12-31 | $1,915,205,601 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $2,803,732,781 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $450,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $127,361,840 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $818,342 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $1,218,489 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : SIEMENS PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $132,765 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,227,546 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $10,312,827 |
Total income from all sources (including contributions) | 2017-12-31 | $977,842,593 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $795,388,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $795,388,672 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $575,240,902 |
Value of total assets at end of year | 2017-12-31 | $3,253,732,781 |
Value of total assets at beginning of year | 2017-12-31 | $3,077,496,906 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $3,009,057 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $4,109,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $182,453,921 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,249,505,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,067,184,079 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
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 master investment trust accounts at end of year | 2017-12-31 | $2,803,732,781 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $2,992,653,628 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $564,881,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $575,240,902 |
Employer contributions (assets) at end of year | 2017-12-31 | $450,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $84,843,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $230,507,672 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $1,218,489 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $6,203,227 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : SIEMENS PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $93,277,298 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $10,312,827 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8,787,907 |
Total income from all sources (including contributions) | 2016-12-31 | $328,767,402 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $400,723,030 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $400,723,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $84,843,278 |
Value of total assets at end of year | 2016-12-31 | $3,077,496,906 |
Value of total assets at beginning of year | 2016-12-31 | $3,054,650,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $4,109,600 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $4,297,209 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-71,955,628 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,067,184,079 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,045,862,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $2,992,653,628 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $3,054,650,316 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $84,843,278 |
Employer contributions (assets) at end of year | 2016-12-31 | $84,843,278 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $400,723,030 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $6,203,227 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $4,490,698 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : SIEMENS PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $55,914,428 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8,787,907 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,576,212 |
Total income from all sources (including contributions) | 2015-12-31 | $-144,106,632 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $227,276,186 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $227,276,186 |
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 | $3,054,650,316 |
Value of total assets at beginning of year | 2015-12-31 | $3,477,735,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $4,297,209 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $3,087,923 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-371,382,818 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,045,862,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,473,159,655 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $3,054,650,316 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $3,477,735,867 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $227,276,186 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $4,490,698 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $1,488,289 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : SIEMENS PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $4,576,212 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,488,574 |
Total income from all sources (including contributions) | 2014-12-31 | $351,307,296 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $201,252,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $201,252,473 |
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 | $3,477,735,867 |
Value of total assets at beginning of year | 2014-12-31 | $3,328,593,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $3,941,287 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $3,087,923 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $2,582,182 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $150,054,823 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,473,159,655 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,323,104,832 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $3,477,735,867 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $3,310,593,406 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $18,000,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $18,000,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $197,311,186 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,488,289 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $2,906,392 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : SIEMENS PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,488,574 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,520,673 |
Total income from all sources (including contributions) | 2013-12-31 | $46,834,363 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $197,951,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $197,951,789 |
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 | $3,328,593,406 |
Value of total assets at beginning of year | 2013-12-31 | $3,479,742,931 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $2,582,182 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $2,567,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-151,117,426 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,323,104,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,474,222,258 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $3,310,593,406 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $3,454,599,931 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $18,000,000 |
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 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $25,143,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $197,951,789 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $2,906,392 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $2,953,053 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : SIEMENS PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,520,673 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $7,430,671 |
Total income from all sources (including contributions) | 2012-12-31 | $436,854,139 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $201,912,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $201,912,230 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $25,143,000 |
Value of total assets at end of year | 2012-12-31 | $3,479,742,931 |
Value of total assets at beginning of year | 2012-12-31 | $3,246,711,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $2,567,620 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $3,021,162 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $234,941,909 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,474,222,258 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,239,280,349 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $3,454,599,931 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $3,066,537,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $25,143,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $25,143,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $180,174,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $201,912,230 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $2,953,053 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $4,409,509 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : SIEMENS PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $801,005,538 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,430,671 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,861,500 |
Total income from all sources (including contributions) | 2011-12-31 | $445,417,598 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $205,666,514 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $205,666,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $214,886,000 |
Value of total assets at end of year | 2011-12-31 | $3,246,711,020 |
Value of total assets at beginning of year | 2011-12-31 | $3,805,396,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $3,021,162 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $2,870,463 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $239,751,084 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,239,280,349 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,800,534,803 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $3,066,537,020 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $3,617,462,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $214,886,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $180,174,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $187,934,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $205,666,514 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $4,409,509 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,991,037 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : SIEMENS PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $3,755,435 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,861,500 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,461,895 |
Total income from all sources (including contributions) | 2010-12-31 | $702,730,597 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $188,892,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $188,892,574 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $309,931,000 |
Value of total assets at end of year | 2010-12-31 | $3,805,396,303 |
Value of total assets at beginning of year | 2010-12-31 | $3,294,914,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $2,870,463 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $2,187,966 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $513,838,023 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,800,534,803 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,290,452,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $3,617,462,303 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $3,291,835,110 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $309,931,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $187,934,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,079,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $188,892,574 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,991,037 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $2,273,929 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : SIEMENS PENSION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |