SIEMENS CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIEMENS PENSION PLAN FOR UNION EMPLOYEES
| Measure | Date | Value |
|---|
| 2021: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 154,407,152 |
| Acturial value of plan assets | 2021-12-31 | 154,407,152 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 70,674,856 |
| Number of terminated vested participants | 2021-12-31 | 1,007 |
| Fundng target for terminated vested participants | 2021-12-31 | 34,291,539 |
| Active participant vested funding target | 2021-12-31 | 23,547,693 |
| Number of active participants | 2021-12-31 | 284 |
| Total funding liabilities for active participants | 2021-12-31 | 23,935,459 |
| Total participant count | 2021-12-31 | 2,810 |
| Total funding target for all participants | 2021-12-31 | 128,901,854 |
| 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 | 26,615,369 |
| 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 | 26,615,369 |
| 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 | 29,702,752 |
| 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 | 2,720,224 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 4,197,454 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 3,111,601 |
| 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 | 3,111,601 |
| 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 | 2,779 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 401,621,640 |
| Acturial value of plan assets | 2020-12-31 | 401,621,640 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 227,837,513 |
| Number of terminated vested participants | 2020-12-31 | 1,543 |
| Fundng target for terminated vested participants | 2020-12-31 | 48,179,928 |
| Active participant vested funding target | 2020-12-31 | 69,729,817 |
| Number of active participants | 2020-12-31 | 954 |
| Total funding liabilities for active participants | 2020-12-31 | 71,101,671 |
| Total participant count | 2020-12-31 | 6,650 |
| Total funding target for all participants | 2020-12-31 | 347,119,112 |
| 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 | 52,463,976 |
| 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 | 12,468,903 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 39,995,073 |
| 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 | 48,482,027 |
| Total employer contributions | 2020-12-31 | 0 |
| Total employee contributions | 2020-12-31 | 55,890 |
| 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 | 4,482,478 |
| 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 | 6,667 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 302 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1,288 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 979 |
| Total of all active and inactive participants | 2020-01-01 | 2,569 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 210 |
| Total participants | 2020-01-01 | 2,779 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
| 2019: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 357,195,550 |
| Acturial value of plan assets | 2019-12-31 | 357,195,550 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 219,589,968 |
| Number of terminated vested participants | 2019-12-31 | 1,537 |
| Fundng target for terminated vested participants | 2019-12-31 | 48,696,571 |
| Active participant vested funding target | 2019-12-31 | 88,082,345 |
| Number of active participants | 2019-12-31 | 1,257 |
| Total funding liabilities for active participants | 2019-12-31 | 89,605,609 |
| Total participant count | 2019-12-31 | 6,844 |
| Total funding target for all participants | 2019-12-31 | 357,892,148 |
| 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 | 57,759,422 |
| 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 | 1,881,292 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 55,878,130 |
| 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 | 52,463,976 |
| Total employer contributions | 2019-12-31 | 0 |
| Total employee contributions | 2019-12-31 | 79,623 |
| 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 | 7,553,791 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 53,160,574 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 16,191,733 |
| 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 | 16,191,733 |
| 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 | 7,003 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,046 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 3,330 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,532 |
| Total of all active and inactive participants | 2019-01-01 | 5,908 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 759 |
| Total participants | 2019-01-01 | 6,667 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
| 2018: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 402,083,522 |
| Acturial value of plan assets | 2018-12-31 | 402,083,522 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 206,833,789 |
| Number of terminated vested participants | 2018-12-31 | 1,601 |
| Fundng target for terminated vested participants | 2018-12-31 | 45,234,747 |
| Active participant vested funding target | 2018-12-31 | 87,239,086 |
| Number of active participants | 2018-12-31 | 1,359 |
| Total funding liabilities for active participants | 2018-12-31 | 89,229,567 |
| Total participant count | 2018-12-31 | 6,981 |
| Total funding target for all participants | 2018-12-31 | 341,298,103 |
| 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 | 18,044,968 |
| 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 | 7,138,156 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 10,906,812 |
| Present value of excess contributions | 2018-12-31 | 42,107,195 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 45,210,262 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 45,210,262 |
| 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 | 57,759,422 |
| Total employer contributions | 2018-12-31 | 0 |
| Total employee contributions | 2018-12-31 | 106,694 |
| 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 | 4,907,289 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,881,292 |
| 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 | 1,881,292 |
| 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 | 7,140 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,268 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3,338 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,519 |
| Total of all active and inactive participants | 2018-01-01 | 6,125 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 770 |
| Total participants | 2018-01-01 | 6,895 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 17 |
| 2017: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 332,521,490 |
| Acturial value of plan assets | 2017-12-31 | 332,521,490 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 189,509,827 |
| Number of terminated vested participants | 2017-12-31 | 1,699 |
| Fundng target for terminated vested participants | 2017-12-31 | 52,757,693 |
| Active participant vested funding target | 2017-12-31 | 94,040,505 |
| Number of active participants | 2017-12-31 | 1,575 |
| Total funding liabilities for active participants | 2017-12-31 | 95,917,524 |
| Total participant count | 2017-12-31 | 7,246 |
| Total funding target for all participants | 2017-12-31 | 338,185,044 |
| 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 | 10,111,374 |
| 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 | 3,901,672 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 6,209,702 |
| Present value of excess contributions | 2017-12-31 | 5,204,740 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 5,654,236 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 5,654,236 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| 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 | 18,044,968 |
| Total employer contributions | 2017-12-31 | 50,000,000 |
| Total employee contributions | 2017-12-31 | 117,713 |
| 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 | 46,306,536 |
| 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 | 7,348,274 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 23,708,522 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 11,337,497 |
| 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 | 7,138,156 |
| Additional cash requirement | 2017-12-31 | 4,199,341 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 46,306,536 |
| 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 | 7,178 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,532 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 3,233 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,543 |
| Total of all active and inactive participants | 2017-01-01 | 6,308 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 720 |
| Total participants | 2017-01-01 | 7,028 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 188,118,951 |
| Acturial value of plan assets | 2016-12-31 | 188,118,951 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 96,239,954 |
| Number of terminated vested participants | 2016-12-31 | 1,474 |
| Fundng target for terminated vested participants | 2016-12-31 | 39,309,968 |
| Active participant vested funding target | 2016-12-31 | 44,516,781 |
| Number of active participants | 2016-12-31 | 879 |
| Total funding liabilities for active participants | 2016-12-31 | 45,119,105 |
| Total participant count | 2016-12-31 | 4,091 |
| Total funding target for all participants | 2016-12-31 | 180,669,027 |
| 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 | 10,506,415 |
| 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 | 10,506,415 |
| 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 | 10,111,374 |
| Total employer contributions | 2016-12-31 | 5,754,082 |
| Total employee contributions | 2016-12-31 | 120,692 |
| 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 | 5,204,740 |
| 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 | 3,460,909 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 2,661,450 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 3,901,672 |
| 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 | 3,901,672 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 5,204,740 |
| 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 | 4,082 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,670 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 3,174 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,615 |
| Total of all active and inactive participants | 2016-01-01 | 6,459 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 719 |
| Total participants | 2016-01-01 | 7,178 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4,669 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4,172 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1,536 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,431 |
| Total of all active and inactive participants | 2015-01-01 | 7,139 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 193 |
| Total participants | 2015-01-01 | 7,332 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4,762 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,010 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1,503 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,514 |
| Total of all active and inactive participants | 2014-01-01 | 4,027 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 189 |
| Total participants | 2014-01-01 | 4,216 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4,762 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,153 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1,503 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,514 |
| Total of all active and inactive participants | 2013-01-01 | 4,170 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 189 |
| Total participants | 2013-01-01 | 4,359 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4,761 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,261 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1,462 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,583 |
| Total of all active and inactive participants | 2012-01-01 | 4,306 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 183 |
| Total participants | 2012-01-01 | 4,489 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2010: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4,897 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,557 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1,380 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,848 |
| Total of all active and inactive participants | 2010-01-01 | 4,785 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 152 |
| Total participants | 2010-01-01 | 4,937 |
| 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 | 16 |
| 2009: SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 800 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 801 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 482 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 305 |
| Total of all active and inactive participants | 2009-01-01 | 1,588 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 102 |
| Total participants | 2009-01-01 | 1,690 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2021 : SIEMENS PENSION PLAN FOR UNION EMPLOYEES 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets from 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $323,997 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,030,609 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $7,443,778 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,443,778 |
| 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 | $0 |
| Value of total assets at beginning of year | 2021-12-31 | $154,211,068 |
| 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 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 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 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| 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 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $54,083 |
| 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 | $-6,413,169 |
| 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 | $153,887,071 |
| 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 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 | $154,211,068 |
| 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 | $7,443,778 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $269,914 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 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 | Yes |
| 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 FOR UNION EMPLOYEES 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $277,855,197 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $323,997 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $58,041 |
| Total income from all sources (including contributions) | 2020-12-31 | $50,224,046 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $19,731,924 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $19,731,924 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $71,428 |
| Value of total assets at end of year | 2020-12-31 | $154,211,068 |
| Value of total assets at beginning of year | 2020-12-31 | $401,308,187 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| 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 |
| Contributions received from participants | 2020-12-31 | $71,428 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $54,083 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $43,107 |
| 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 | $30,492,122 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $153,887,071 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $401,250,146 |
| 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 | $154,211,068 |
| Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $401,308,187 |
| 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 | $19,731,924 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $269,914 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $14,934 |
| 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 FOR UNION EMPLOYEES 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 | $58,041 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $476,248 |
| Total income from all sources (including contributions) | 2019-12-31 | $69,642,952 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $25,112,108 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $25,112,108 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $106,574 |
| Value of total assets at end of year | 2019-12-31 | $401,308,187 |
| Value of total assets at beginning of year | 2019-12-31 | $357,195,550 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 |
| Contributions received from participants | 2019-12-31 | $106,574 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $43,107 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $443,799 |
| 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 | $44,530,844 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $401,250,146 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $356,719,302 |
| 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 | $401,308,187 |
| Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $357,195,550 |
| 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 | $25,112,108 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $14,934 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $32,449 |
| 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 FOR UNION EMPLOYEES 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $1,538 |
| Total transfer of assets from this plan | 2018-12-31 | $2,794,527 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $476,248 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $750,849 |
| Total income from all sources (including contributions) | 2018-12-31 | $-24,112,185 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $21,633,698 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $21,633,698 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $104,578 |
| Value of total assets at end of year | 2018-12-31 | $357,195,550 |
| Value of total assets at beginning of year | 2018-12-31 | $406,009,023 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| 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 |
| Contributions received from participants | 2018-12-31 | $104,578 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $443,799 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $399,501 |
| 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 | $-45,745,883 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $356,719,302 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $405,258,174 |
| 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 | $357,195,550 |
| Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $356,009,023 |
| 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 | $50,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $21,633,698 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $32,449 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $351,348 |
| 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 FOR UNION EMPLOYEES 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $661,612 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $750,849 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $777,899 |
| Total income from all sources (including contributions) | 2017-12-31 | $94,520,653 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $21,247,755 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $21,247,755 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $50,117,970 |
| Value of total assets at end of year | 2017-12-31 | $406,009,023 |
| Value of total assets at beginning of year | 2017-12-31 | $332,101,563 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| 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 |
| Contributions received from participants | 2017-12-31 | $117,970 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $399,501 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $557,510 |
| 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 | $73,272,898 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $405,258,174 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $331,323,664 |
| 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 | $356,009,023 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $326,347,481 |
| 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 | $50,000,000 |
| Employer contributions (assets) at end of year | 2017-12-31 | $50,000,000 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $5,754,082 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $21,247,755 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $351,348 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $220,389 |
| 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 FOR UNION EMPLOYEES 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $134,228,307 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $777,899 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $306,904 |
| Total income from all sources (including contributions) | 2016-12-31 | $21,298,550 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $12,018,315 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $12,018,315 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,871,679 |
| Value of total assets at end of year | 2016-12-31 | $332,101,563 |
| Value of total assets at beginning of year | 2016-12-31 | $188,122,026 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $117,597 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $557,510 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $276,761 |
| 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 | $9,280,235 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $331,323,664 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $187,815,122 |
| 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 | $326,347,481 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $188,122,026 |
| 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 | $5,754,082 |
| Employer contributions (assets) at end of year | 2016-12-31 | $5,754,082 |
| 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 | $12,018,315 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $220,389 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $30,143 |
| 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 FOR UNION EMPLOYEES 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $306,904 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $218,948 |
| Total income from all sources (including contributions) | 2015-12-31 | $-8,316,414 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $10,621,386 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,621,386 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $126,695 |
| Value of total assets at end of year | 2015-12-31 | $188,122,026 |
| Value of total assets at beginning of year | 2015-12-31 | $206,971,870 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| 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 |
| Contributions received from participants | 2015-12-31 | $126,695 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $3,436 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $276,761 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $218,948 |
| 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 | $-18,937,800 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $187,815,122 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $206,752,922 |
| 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 | $188,122,026 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $206,968,434 |
| 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 | $10,621,386 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $30,143 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
| 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 FOR UNION EMPLOYEES 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets from this plan | 2014-12-31 | $4,804,395 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $218,948 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $183,423 |
| Total income from all sources (including contributions) | 2014-12-31 | $21,481,241 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $10,142,037 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $10,142,037 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $137,845 |
| Value of total assets at end of year | 2014-12-31 | $206,971,870 |
| Value of total assets at beginning of year | 2014-12-31 | $200,401,536 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| 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 |
| Contributions received from participants | 2014-12-31 | $137,845 |
| Participant contributions at end of year | 2014-12-31 | $3,436 |
| Participant contributions at beginning of year | 2014-12-31 | $17,046 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $218,948 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $183,423 |
| 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 | $11,339,204 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $206,752,922 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $200,218,113 |
| 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 | $206,968,434 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $200,384,490 |
| 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 | $10,142,037 |
| 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 FOR UNION EMPLOYEES 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 | $183,423 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $157,197 |
| Total income from all sources (including contributions) | 2013-12-31 | $2,838,193 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $11,561,225 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $11,561,225 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $135,248 |
| Value of total assets at end of year | 2013-12-31 | $200,401,536 |
| Value of total assets at beginning of year | 2013-12-31 | $209,098,342 |
| 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 |
| Contributions received from participants | 2013-12-31 | $135,248 |
| Participant contributions at end of year | 2013-12-31 | $17,046 |
| Participant contributions at beginning of year | 2013-12-31 | $3,328 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $183,423 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $157,197 |
| 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 | $-8,723,032 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $200,218,113 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $208,941,145 |
| 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 | $200,384,490 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $194,095,014 |
| 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 | Yes |
| 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 | $15,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $11,561,225 |
| 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 |
| 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 FOR UNION EMPLOYEES 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 | $157,197 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $168,406 |
| Total income from all sources (including contributions) | 2012-12-31 | $38,049,748 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $11,366,541 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $11,366,541 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $15,140,118 |
| Value of total assets at end of year | 2012-12-31 | $209,098,342 |
| Value of total assets at beginning of year | 2012-12-31 | $182,426,344 |
| 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 |
| Contributions received from participants | 2012-12-31 | $140,118 |
| Participant contributions at end of year | 2012-12-31 | $3,328 |
| Participant contributions at beginning of year | 2012-12-31 | $22,722 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $157,197 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $168,406 |
| 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 | $26,683,207 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $208,941,145 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $182,257,938 |
| 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 | $194,095,014 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $170,623,622 |
| 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 | $15,000,000 |
| Employer contributions (assets) at end of year | 2012-12-31 | $15,000,000 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $11,780,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $11,366,541 |
| 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 |
| 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 FOR UNION EMPLOYEES 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets from this plan | 2011-12-31 | $210,018,592 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $168,406 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $290,148 |
| Total income from all sources (including contributions) | 2011-12-31 | $41,762,397 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $24,691,002 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $24,691,002 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $15,669,111 |
| Value of total assets at end of year | 2011-12-31 | $182,426,344 |
| Value of total assets at beginning of year | 2011-12-31 | $375,495,283 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $147,111 |
| Participant contributions at end of year | 2011-12-31 | $22,722 |
| Participant contributions at beginning of year | 2011-12-31 | $7,642 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $168,406 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $290,148 |
| 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 | $17,071,395 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $182,257,938 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $375,205,135 |
| 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 | $170,623,622 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $360,521,641 |
| 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 | $15,522,000 |
| Employer contributions (assets) at end of year | 2011-12-31 | $11,780,000 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $14,966,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $24,691,002 |
| 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 |
| 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 FOR UNION EMPLOYEES 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $298,513,894 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $290,148 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $36,501 |
| Total income from all sources (including contributions) | 2010-12-31 | $31,446,507 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $7,815,095 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,815,095 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $17,008,626 |
| Value of total assets at end of year | 2010-12-31 | $375,495,283 |
| Value of total assets at beginning of year | 2010-12-31 | $53,096,330 |
| 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 |
| Contributions received from participants | 2010-12-31 | $149,626 |
| Participant contributions at end of year | 2010-12-31 | $7,642 |
| Participant contributions at beginning of year | 2010-12-31 | $0 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $290,148 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $36,501 |
| 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 | $23,631,412 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $375,205,135 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $53,059,829 |
| 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 | $360,521,641 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $53,096,330 |
| 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 | $16,859,000 |
| Employer contributions (assets) at end of year | 2010-12-31 | $14,966,000 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,815,095 |
| 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 |
| 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 FOR UNION EMPLOYEES 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 |
