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SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan NameSIEMENS SAVINGS PLAN FOR UNION EMPLOYEES
Plan identification number 016

SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SIEMENS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SIEMENS CORPORATION
Employer identification number (EIN):132623356
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about SIEMENS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2198655

More information about SIEMENS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0162021-01-01
0162020-01-01
0162019-01-01
0162018-01-01
0162017-01-01THOMAS STORR
0162016-01-01SIGRID DENGLER
0162016-01-01
0162015-01-01SIGRID DENGLER
0162014-01-01KARIN ALLERAUN
0162013-01-01KARIN ALLERAUN
0162012-01-01KARIN ALLERAUN
0162011-01-01DANIEL NAVATTA
0162009-01-01DANIEL NAVATTA DANIEL NAVATTA2010-08-25
0162009-01-01DANIEL NAVATTA DANIEL NAVATTA2010-08-26

Plan Statistics for SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES

Measure Date Value
2021: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-011,184
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-012,744
Total number of active participants reported on line 7a of the Form 55002020-01-01928
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-01216
Total of all active and inactive participants2020-01-011,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-011,184
Number of participants with account balances2020-01-011,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01246
2019: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-013,183
Total number of active participants reported on line 7a of the Form 55002019-01-012,393
Number of retired or separated participants receiving benefits2019-01-0137
Number of other retired or separated participants entitled to future benefits2019-01-01579
Total of all active and inactive participants2019-01-013,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0138
Total participants2019-01-013,047
Number of participants with account balances2019-01-012,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0180
2018: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-013,426
Total number of active participants reported on line 7a of the Form 55002018-01-012,555
Number of retired or separated participants receiving benefits2018-01-0128
Number of other retired or separated participants entitled to future benefits2018-01-01433
Total of all active and inactive participants2018-01-013,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0127
Total participants2018-01-013,043
Number of participants with account balances2018-01-012,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0169
2017: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-012,669
Total number of active participants reported on line 7a of the Form 55002017-01-012,087
Number of retired or separated participants receiving benefits2017-01-0146
Number of other retired or separated participants entitled to future benefits2017-01-01418
Total of all active and inactive participants2017-01-012,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0126
Total participants2017-01-012,577
Number of participants with account balances2017-01-012,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0162
2016: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-012,698
Total number of active participants reported on line 7a of the Form 55002016-01-012,279
Number of retired or separated participants receiving benefits2016-01-0146
Number of other retired or separated participants entitled to future benefits2016-01-01316
Total of all active and inactive participants2016-01-012,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0128
Total participants2016-01-012,669
Number of participants with account balances2016-01-012,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0167
2015: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-012,924
Total number of active participants reported on line 7a of the Form 55002015-01-012,299
Number of retired or separated participants receiving benefits2015-01-0148
Number of other retired or separated participants entitled to future benefits2015-01-01325
Total of all active and inactive participants2015-01-012,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0126
Total participants2015-01-012,698
Number of participants with account balances2015-01-012,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0187
2014: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-012,779
Total number of active participants reported on line 7a of the Form 55002014-01-012,616
Number of retired or separated participants receiving benefits2014-01-0126
Number of other retired or separated participants entitled to future benefits2014-01-01251
Total of all active and inactive participants2014-01-012,893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0123
Total participants2014-01-012,916
Number of participants with account balances2014-01-012,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0168
2013: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-012,922
Total number of active participants reported on line 7a of the Form 55002013-01-012,457
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-01283
Total of all active and inactive participants2013-01-012,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0124
Total participants2013-01-012,795
Number of participants with account balances2013-01-012,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0154
2012: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-013,289
Total number of active participants reported on line 7a of the Form 55002012-01-012,566
Number of retired or separated participants receiving benefits2012-01-0135
Number of other retired or separated participants entitled to future benefits2012-01-01298
Total of all active and inactive participants2012-01-012,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0120
Total participants2012-01-012,919
Number of participants with account balances2012-01-012,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0153
2011: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-014,474
Total number of active participants reported on line 7a of the Form 55002011-01-012,719
Number of retired or separated participants receiving benefits2011-01-0135
Number of other retired or separated participants entitled to future benefits2011-01-01403
Total of all active and inactive participants2011-01-013,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0125
Total participants2011-01-013,182
Number of participants with account balances2011-01-012,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0176
2009: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-015,072
Total number of active participants reported on line 7a of the Form 55002009-01-013,483
Number of retired or separated participants receiving benefits2009-01-01111
Number of other retired or separated participants entitled to future benefits2009-01-01826
Total of all active and inactive participants2009-01-014,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0143
Total participants2009-01-014,463
Number of participants with account balances2009-01-013,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0149

Financial Data on SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES

Measure Date Value
2021 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$80,426,890
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,926
Total income from all sources (including contributions)2021-12-31$15,374,855
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,278,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,236,169
Expenses. Certain deemed distributions of participant loans2021-12-31$42,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,268,086
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$72,342,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$122,754
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,904,807
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,309,328
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,829
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,096,027
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$72,330,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$122,754
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$68,965,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,324,458
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$59,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,236,169
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$11,926
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$101,554
Total transfer of assets from this plan2020-12-31$119,869,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$181,007
Total income from all sources (including contributions)2020-12-31$21,486,187
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,634,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,634,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,331,020
Value of total assets at end of year2020-12-31$72,342,789
Value of total assets at beginning of year2020-12-31$194,428,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$266,944
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,663,577
Participant contributions at end of year2020-12-31$3,309,328
Participant contributions at beginning of year2020-12-31$6,923,227
Participant contributions at end of year2020-12-31$7,829
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$93,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$320,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-2,148,583
Value of net assets at end of year (total assets less liabilities)2020-12-31$72,330,863
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$194,247,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$266,944
Value of interest in master investment trust accounts at end of year2020-12-31$68,965,947
Value of interest in master investment trust accounts at beginning of year2020-12-31$186,741,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,573,551
Employer contributions (assets) at end of year2020-12-31$59,685
Employer contributions (assets) at beginning of year2020-12-31$443,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,634,770
Liabilities. Value of benefit claims payable at end of year2020-12-31$11,926
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$181,007
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$4,065,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$181,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$286,008
Total income from all sources (including contributions)2019-12-31$45,303,930
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$30,138,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,618,692
Expenses. Certain deemed distributions of participant loans2019-12-31$519,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,208,193
Value of total assets at end of year2019-12-31$194,428,898
Value of total assets at beginning of year2019-12-31$175,303,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$316,154
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,859,355
Participant contributions at end of year2019-12-31$6,923,227
Participant contributions at beginning of year2019-12-31$9,228,680
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$419,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$320,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,165,244
Value of net assets at end of year (total assets less liabilities)2019-12-31$194,247,891
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$175,017,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$316,154
Value of interest in master investment trust accounts at end of year2019-12-31$186,741,127
Value of interest in master investment trust accounts at beginning of year2019-12-31$165,366,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,929,379
Employer contributions (assets) at end of year2019-12-31$443,938
Employer contributions (assets) at beginning of year2019-12-31$708,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,618,692
Liabilities. Value of benefit claims payable at end of year2019-12-31$181,007
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$286,008
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$33,922,997
Total transfer of assets from this plan2018-12-31$56,271,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$286,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$122,413
Total income from all sources (including contributions)2018-12-31$9,962,299
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,294,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,294,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,672,237
Value of total assets at end of year2018-12-31$175,303,331
Value of total assets at beginning of year2018-12-31$204,820,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$286,545
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,993,898
Participant contributions at end of year2018-12-31$9,228,680
Participant contributions at beginning of year2018-12-31$8,184,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,332,550
Value of net assets at end of year (total assets less liabilities)2018-12-31$175,017,323
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$204,698,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$286,545
Value of interest in master investment trust accounts at end of year2018-12-31$165,366,479
Value of interest in master investment trust accounts at beginning of year2018-12-31$195,338,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,678,339
Employer contributions (assets) at end of year2018-12-31$708,172
Employer contributions (assets) at beginning of year2018-12-31$1,298,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,294,849
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$286,008
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$122,413
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$705,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$122,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$70,072
Total income from all sources (including contributions)2017-12-31$41,460,312
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,442,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,442,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,892,002
Value of total assets at end of year2017-12-31$204,820,789
Value of total assets at beginning of year2017-12-31$181,456,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$263,868
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$1,181
Contributions received from participants2017-12-31$12,509,953
Participant contributions at end of year2017-12-31$8,184,003
Participant contributions at beginning of year2017-12-31$7,919,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$24,018,230
Value of net assets at end of year (total assets less liabilities)2017-12-31$204,698,376
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$181,386,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$263,868
Value of interest in master investment trust accounts at end of year2017-12-31$195,338,711
Value of interest in master investment trust accounts at beginning of year2017-12-31$172,251,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,382,049
Employer contributions (assets) at end of year2017-12-31$1,298,075
Employer contributions (assets) at beginning of year2017-12-31$1,285,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,442,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$122,413
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$70,072
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$10,726
Total transfer of assets from this plan2016-12-31$2,121,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$70,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$99
Total income from all sources (including contributions)2016-12-31$29,810,355
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,799,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,799,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,909,583
Value of total assets at end of year2016-12-31$181,456,105
Value of total assets at beginning of year2016-12-31$169,486,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$245,267
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$1,181
Contributions received from participants2016-12-31$11,297,316
Participant contributions at end of year2016-12-31$7,919,168
Participant contributions at beginning of year2016-12-31$7,858,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,010,757
Value of net assets at end of year (total assets less liabilities)2016-12-31$181,386,033
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$169,485,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$245,267
Value of interest in master investment trust accounts at end of year2016-12-31$172,251,295
Value of interest in master investment trust accounts at beginning of year2016-12-31$160,297,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,612,267
Employer contributions (assets) at end of year2016-12-31$1,285,642
Employer contributions (assets) at beginning of year2016-12-31$1,329,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,799,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$70,072
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$99
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$7,926,165
Total transfer of assets from this plan2015-12-31$2,581,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$99
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$22,424,658
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,561,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,561,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,991,818
Value of total assets at end of year2015-12-31$169,486,027
Value of total assets at beginning of year2015-12-31$154,277,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$251,228
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$17,713,595
Participant contributions at end of year2015-12-31$7,858,372
Participant contributions at beginning of year2015-12-31$7,299,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,863,618
Value of net assets at end of year (total assets less liabilities)2015-12-31$169,485,928
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$154,277,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$251,228
Value of interest in master investment trust accounts at end of year2015-12-31$160,297,790
Value of interest in master investment trust accounts at beginning of year2015-12-31$145,822,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,278,223
Employer contributions (assets) at end of year2015-12-31$1,329,865
Employer contributions (assets) at beginning of year2015-12-31$1,154,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,561,040
Liabilities. Value of benefit claims payable at end of year2015-12-31$99
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$8,076,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$50,369
Total income from all sources (including contributions)2014-12-31$24,016,809
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,272,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,231,823
Expenses. Certain deemed distributions of participant loans2014-12-31$40,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,492,367
Value of total assets at end of year2014-12-31$154,277,512
Value of total assets at beginning of year2014-12-31$151,660,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$235,588
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,409,653
Participant contributions at end of year2014-12-31$7,299,759
Participant contributions at beginning of year2014-12-31$6,972,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,744,338
Value of net assets at end of year (total assets less liabilities)2014-12-31$154,277,512
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$151,610,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$235,588
Value of interest in master investment trust accounts at end of year2014-12-31$145,822,785
Value of interest in master investment trust accounts at beginning of year2014-12-31$143,511,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,082,714
Employer contributions (assets) at end of year2014-12-31$1,154,968
Employer contributions (assets) at beginning of year2014-12-31$1,176,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,231,823
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$50,369
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$833,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$223,274
Total income from all sources (including contributions)2013-12-31$31,614,510
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,281,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,253,535
Expenses. Certain deemed distributions of participant loans2013-12-31$28,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,004,521
Value of total assets at end of year2013-12-31$151,660,470
Value of total assets at beginning of year2013-12-31$134,334,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$210,633
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$11,112,767
Participant contributions at end of year2013-12-31$6,972,833
Participant contributions at beginning of year2013-12-31$6,241,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$18,332,593
Value of net assets at end of year (total assets less liabilities)2013-12-31$151,610,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$134,111,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$210,633
Value of interest in master investment trust accounts at end of year2013-12-31$143,511,495
Value of interest in master investment trust accounts at beginning of year2013-12-31$126,841,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,891,754
Employer contributions (assets) at end of year2013-12-31$1,176,142
Employer contributions (assets) at beginning of year2013-12-31$1,252,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,253,535
Liabilities. Value of benefit claims payable at end of year2013-12-31$50,369
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$223,274
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$950,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$223,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,809
Total income from all sources (including contributions)2012-12-31$26,763,331
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,700,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,733,395
Expenses. Certain deemed distributions of participant loans2012-12-31$-33,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,614,691
Value of total assets at end of year2012-12-31$134,334,683
Value of total assets at beginning of year2012-12-31$120,013,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$198,674
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,912,550
Participant contributions at end of year2012-12-31$6,241,440
Participant contributions at beginning of year2012-12-31$5,811,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$15,063,043
Value of net assets at end of year (total assets less liabilities)2012-12-31$134,111,409
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$119,999,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$198,674
Value of interest in master investment trust accounts at end of year2012-12-31$126,841,243
Value of interest in master investment trust accounts at beginning of year2012-12-31$112,871,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,702,141
Employer contributions (assets) at end of year2012-12-31$1,252,000
Employer contributions (assets) at beginning of year2012-12-31$1,330,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,733,395
Liabilities. Value of benefit claims payable at end of year2012-12-31$223,274
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$13,809
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$56,367,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,521
Total income from all sources (including contributions)2011-12-31$12,360,464
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,400,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,508,815
Expenses. Certain deemed distributions of participant loans2011-12-31$-107,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,947,779
Value of total assets at end of year2011-12-31$120,013,149
Value of total assets at beginning of year2011-12-31$176,424,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$237,509
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,694,308
Participant contributions at end of year2011-12-31$5,811,273
Participant contributions at beginning of year2011-12-31$6,919,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$17,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-40,435
Value of net assets at end of year (total assets less liabilities)2011-12-31$119,999,340
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$176,407,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$237,509
Value of interest in master investment trust accounts at end of year2011-12-31$112,871,281
Value of interest in master investment trust accounts at beginning of year2011-12-31$169,505,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,253,471
Employer contributions (assets) at end of year2011-12-31$1,330,595
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,508,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$13,809
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,048,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,521
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$55,984
Total income from all sources (including contributions)2010-12-31$30,454,483
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,390,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,281,384
Expenses. Certain deemed distributions of participant loans2010-12-31$108,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,109,300
Value of total assets at end of year2010-12-31$176,424,733
Value of total assets at beginning of year2010-12-31$157,350,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$266,706
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,649,507
Participant contributions at end of year2010-12-31$6,919,581
Participant contributions at beginning of year2010-12-31$6,379,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$17,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$55,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,064,388
Value of net assets at end of year (total assets less liabilities)2010-12-31$176,407,212
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$157,294,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$266,706
Value of interest in master investment trust accounts at end of year2010-12-31$169,505,152
Value of interest in master investment trust accounts at beginning of year2010-12-31$150,971,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,459,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,281,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES

2021: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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