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PHILIPS ELECTRONICS NORTH AMERICA CORPORATION EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NamePHILIPS ELECTRONICS NORTH AMERICA CORPORATION EMPLOYEE SAVINGS PLAN
Plan identification number 005

PHILIPS ELECTRONICS NORTH AMERICA CORPORATION EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

PHILIPS ELECTRONICS NORTH AMERICA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PHILIPS ELECTRONICS NORTH AMERICA CORPORATION
Employer identification number (EIN):133429115
NAIC Classification:334310
NAIC Description:Audio and Video Equipment Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIPS ELECTRONICS NORTH AMERICA CORPORATION EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052017-01-01
0052016-01-01
0052015-01-01KRISTINE FORTIN
0052015-01-01KRISTINE FORTIN
0052014-01-01LEVERDA WALLACE
0052013-01-01JULIE THIBODEAU
0052012-01-01ELIZABETH A. GRELLA
0052011-05-01JEREMIAH WALLACE
0052011-01-01ELIZABETH A. GRELLA ELIZABETH A. GRELLA2012-10-12
0052009-01-01ELIZABETH A GRELLA
0052009-01-01ELIZABETH A GRELLA
0052008-01-01ELIZABETH A. GRELLA

Plan Statistics for PHILIPS ELECTRONICS NORTH AMERICA CORPORATION EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for PHILIPS ELECTRONICS NORTH AMERICA CORPORATION EMPLOYEE SAVINGS PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-0126,903
Total number of active participants reported on line 7a of the Form 55002017-01-0119,411
Number of retired or separated participants receiving benefits2017-01-01483
Number of other retired or separated participants entitled to future benefits2017-01-018,257
Total of all active and inactive participants2017-01-0128,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0173
Total participants2017-01-0128,224
Number of participants with account balances2017-01-0127,618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01480
2016
Total participants, beginning-of-year2016-01-0128,951
Total number of active participants reported on line 7a of the Form 55002016-01-0118,073
Number of retired or separated participants receiving benefits2016-01-01404
Number of other retired or separated participants entitled to future benefits2016-01-018,367
Total of all active and inactive participants2016-01-0126,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0159
Total participants2016-01-0126,903
Number of participants with account balances2016-01-0126,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01382
2015
Total participants, beginning-of-year2015-01-0129,925
Total number of active participants reported on line 7a of the Form 55002015-01-0120,351
Number of retired or separated participants receiving benefits2015-01-01422
Number of other retired or separated participants entitled to future benefits2015-01-018,134
Total of all active and inactive participants2015-01-0128,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0144
Total participants2015-01-0128,951
Number of participants with account balances2015-01-0125,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01326
2014
Total participants, beginning-of-year2014-01-0130,623
Total number of active participants reported on line 7a of the Form 55002014-01-0120,253
Number of retired or separated participants receiving benefits2014-01-01355
Number of other retired or separated participants entitled to future benefits2014-01-019,277
Total of all active and inactive participants2014-01-0129,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0140
Total participants2014-01-0129,925
Number of participants with account balances2014-01-0129,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01412
2013
Total participants, beginning-of-year2013-01-0131,785
Total number of active participants reported on line 7a of the Form 55002013-01-0121,440
Number of retired or separated participants receiving benefits2013-01-01274
Number of other retired or separated participants entitled to future benefits2013-01-018,874
Total of all active and inactive participants2013-01-0130,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0135
Total participants2013-01-0130,623
Number of participants with account balances2013-01-0130,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01443
2012
Total participants, beginning-of-year2012-01-0131,327
Total number of active participants reported on line 7a of the Form 55002012-01-0122,149
Number of retired or separated participants receiving benefits2012-01-01227
Number of other retired or separated participants entitled to future benefits2012-01-019,375
Total of all active and inactive participants2012-01-0131,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0134
Total participants2012-01-0131,785
Number of participants with account balances2012-01-0131,295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01519
2011
Total participants, beginning-of-year2011-05-0133
Total number of active participants reported on line 7a of the Form 55002011-05-0131
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-0131
Number of participants with account balances2011-05-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
Total participants, beginning-of-year2011-01-0131,836
Total number of active participants reported on line 7a of the Form 55002011-01-0123,145
Number of retired or separated participants receiving benefits2011-01-01182
Number of other retired or separated participants entitled to future benefits2011-01-018,495
Total of all active and inactive participants2011-01-0131,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0124
Total participants2011-01-0131,846
Number of participants with account balances2011-01-0131,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,147
2009
Total participants, beginning-of-year2009-01-0125,579
Total number of active participants reported on line 7a of the Form 55002009-01-0124,377
Number of retired or separated participants receiving benefits2009-01-0189
Number of other retired or separated participants entitled to future benefits2009-01-019,815
Total of all active and inactive participants2009-01-0134,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-0134,295
Number of participants with account balances2009-01-0131,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,270
2008
Total participants, beginning-of-year2008-01-0124,595
Total number of active participants reported on line 7a of the Form 55002008-01-0116,897
Number of retired or separated participants receiving benefits2008-01-0170
Number of other retired or separated participants entitled to future benefits2008-01-018,594
Total of all active and inactive participants2008-01-0125,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-0118
Total participants2008-01-0125,579
Number of participants with account balances2008-01-0124,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011,313
Number of employers contributing to the scheme2008-01-01654

Financial Data on PHILIPS ELECTRONICS NORTH AMERICA CORPORATION EMPLOYEE SAVINGS PLAN

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$4,903,874
Total transfer of assets from this plan2018-12-31$627,208
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$128,749,019
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$329,381,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$325,406,935
Expenses. Certain deemed distributions of participant loans2018-12-31$2,775,285
Value of total corrective distributions2018-12-31$41,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$351,964,206
Value of total assets at end of year2018-12-31$4,177,688,525
Value of total assets at beginning of year2018-12-31$4,374,044,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,157,331
Total interest from all sources2018-12-31$2,903,692
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$40,582,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$40,582,602
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$182,430,539
Participant contributions at end of year2018-12-31$38,096,795
Participant contributions at beginning of year2018-12-31$39,591,148
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,897,183
Administrative expenses (other) incurred2018-12-31$1,157,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-200,632,161
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,177,688,525
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,374,044,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$648,594,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$718,983,144
Interest on participant loans2018-12-31$1,944,522
Value of interest in common/collective trusts at end of year2018-12-31$3,196,576,647
Value of interest in common/collective trusts at beginning of year2018-12-31$3,364,122,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$283,991,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$241,904,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$241,904,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$959,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-80,037,173
Net investment gain or loss from common/collective trusts2018-12-31$-186,664,308
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$137,636,484
Employer contributions (assets) at end of year2018-12-31$10,428,707
Employer contributions (assets) at beginning of year2018-12-31$9,441,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$325,406,935
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2018-12-31203985546
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$429,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,000,816,236
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$266,362,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$265,226,192
Expenses. Certain deemed distributions of participant loans2017-12-31$65,959
Value of total corrective distributions2017-12-31$135,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$343,106,113
Value of total assets at end of year2017-12-31$4,374,044,020
Value of total assets at beginning of year2017-12-31$3,640,020,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$934,732
Total interest from all sources2017-12-31$3,788,837
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$30,331,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$30,331,529
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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-interest2017-12-31No
Contributions received from participants2017-12-31$166,702,339
Participant contributions at end of year2017-12-31$39,591,148
Participant contributions at beginning of year2017-12-31$36,536,809
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,850,999
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,000,517
Administrative expenses (other) incurred2017-12-31$934,732
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$734,453,446
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,374,044,020
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,640,020,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$718,983,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,068,244,439
Interest on participant loans2017-12-31$1,753,332
Value of interest in common/collective trusts at end of year2017-12-31$3,364,122,996
Value of interest in common/collective trusts at beginning of year2017-12-31$1,253,763,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$241,904,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$265,583,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$265,583,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,035,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$180,280,755
Net investment gain or loss from common/collective trusts2017-12-31$443,309,002
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$126,403,257
Employer contributions (assets) at end of year2017-12-31$9,441,907
Employer contributions (assets) at beginning of year2017-12-31$12,040,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$265,226,192
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2017-12-31203985546
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$495,024,147
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$600,799,938
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$219,212,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$218,209,373
Value of total corrective distributions2016-12-31$98,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$314,113,704
Value of total assets at end of year2016-12-31$3,640,020,114
Value of total assets at beginning of year2016-12-31$3,753,456,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$904,267
Total interest from all sources2016-12-31$2,224,370
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,764,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$65,764,521
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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-interest2016-12-31No
Contributions received from participants2016-12-31$151,870,780
Participant contributions at end of year2016-12-31$36,536,809
Participant contributions at beginning of year2016-12-31$41,094,997
Participant contributions at end of year2016-12-31$3,850,999
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$45,402,559
Administrative expenses (other) incurred2016-12-31$904,267
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$381,587,615
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,640,020,114
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,753,456,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,068,244,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,148,578,929
Interest on participant loans2016-12-31$1,464,488
Value of interest in common/collective trusts at end of year2016-12-31$1,253,763,311
Value of interest in common/collective trusts at beginning of year2016-12-31$1,274,297,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$265,583,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$268,181,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$268,181,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$759,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$130,523,305
Net investment gain or loss from common/collective trusts2016-12-31$88,174,038
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$116,840,365
Employer contributions (assets) at end of year2016-12-31$12,040,564
Employer contributions (assets) at beginning of year2016-12-31$21,303,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$218,209,373
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2016-12-31203985546
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$108,281,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$319,069,643
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$305,774,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$300,697,594
Expenses. Certain deemed distributions of participant loans2015-12-31$4,011,457
Value of total corrective distributions2015-12-31$115,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$322,977,865
Value of total assets at end of year2015-12-31$3,753,456,646
Value of total assets at beginning of year2015-12-31$3,848,442,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$949,140
Total interest from all sources2015-12-31$2,063,482
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$64,750,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$64,750,737
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$166,096,361
Participant contributions at end of year2015-12-31$41,094,997
Participant contributions at beginning of year2015-12-31$43,379,985
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$43,913,925
Administrative expenses (other) incurred2015-12-31$949,140
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$13,295,502
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,753,456,646
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,848,442,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,148,578,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,265,591,297
Interest on participant loans2015-12-31$1,783,124
Value of interest in common/collective trusts at end of year2015-12-31$1,274,297,980
Value of interest in common/collective trusts at beginning of year2015-12-31$1,246,097,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$268,181,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$271,749,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$271,749,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$280,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-60,374,922
Net investment gain or loss from common/collective trusts2015-12-31$-10,347,519
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$112,967,579
Employer contributions (assets) at end of year2015-12-31$21,303,690
Employer contributions (assets) at beginning of year2015-12-31$21,624,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$300,697,594
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$561,527,962
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$305,062,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$304,277,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$277,793,799
Value of total assets at end of year2014-12-31$3,848,442,902
Value of total assets at beginning of year2014-12-31$3,591,977,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$784,930
Total interest from all sources2014-12-31$1,893,792
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$71,917,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$71,917,121
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$177,949,012
Participant contributions at end of year2014-12-31$43,379,985
Participant contributions at beginning of year2014-12-31$43,852,157
Administrative expenses (other) incurred2014-12-31$784,930
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$256,465,296
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,848,442,902
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,591,977,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,265,591,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,126,682,882
Interest on participant loans2014-12-31$1,743,981
Value of interest in common/collective trusts at end of year2014-12-31$1,246,097,120
Value of interest in common/collective trusts at beginning of year2014-12-31$1,116,395,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$271,749,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$282,510,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$282,510,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$149,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$127,829,681
Net investment gain or loss from common/collective trusts2014-12-31$82,093,569
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$99,844,787
Employer contributions (assets) at end of year2014-12-31$21,624,671
Employer contributions (assets) at beginning of year2014-12-31$22,536,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$304,277,736
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$258,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$864,929,364
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$274,302,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$274,016,784
Value of total corrective distributions2013-12-31$59,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$267,834,838
Value of total assets at end of year2013-12-31$3,591,977,606
Value of total assets at beginning of year2013-12-31$3,001,092,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$226,006
Total interest from all sources2013-12-31$1,894,501
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$60,770,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$60,770,370
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$169,800,433
Participant contributions at end of year2013-12-31$43,852,157
Participant contributions at beginning of year2013-12-31$42,166,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,449,945
Administrative expenses (other) incurred2013-12-31$226,006
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$590,626,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,591,977,606
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,001,092,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,126,682,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,926,044,229
Interest on participant loans2013-12-31$1,809,261
Value of interest in common/collective trusts at end of year2013-12-31$1,116,395,578
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$282,510,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$85,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$382,556,945
Net investment gain or loss from common/collective trusts2013-12-31$151,872,710
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$98,034,405
Employer contributions (assets) at end of year2013-12-31$22,536,884
Employer contributions (assets) at beginning of year2013-12-31$23,431,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$274,016,784
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$11,930,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$579,871,345
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$214,333,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$214,180,398
Value of total corrective distributions2012-12-31$7,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$263,159,833
Value of total assets at end of year2012-12-31$3,001,092,579
Value of total assets at beginning of year2012-12-31$2,623,624,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$146,310
Total interest from all sources2012-12-31$1,774,482
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$62,452,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$62,452,739
Administrative expenses professional fees incurred2012-12-31$35,326
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
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$166,658,603
Participant contributions at end of year2012-12-31$42,166,515
Participant contributions at beginning of year2012-12-31$39,816,585
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,449,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$110,984
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$365,537,450
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,001,092,579
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,623,624,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,926,044,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,556,986,229
Interest on participant loans2012-12-31$1,774,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$252,484,291
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$96,501,230
Employer contributions (assets) at end of year2012-12-31$23,431,890
Employer contributions (assets) at beginning of year2012-12-31$26,821,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$214,180,398
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$297,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$245,209,501
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$169,779,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$169,713,467
Value of total corrective distributions2011-12-31$8,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$246,400,209
Value of total assets at end of year2011-12-31$2,623,624,666
Value of total assets at beginning of year2011-12-31$2,548,492,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$57,664
Total interest from all sources2011-12-31$1,858,456
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$57,587,232
Transfers to/from the plan2011-12-31$671,543
Total income from all sources2011-12-31$138,289
Expenses. Total of all expenses incurred2011-12-31$16,388
Benefits paid (including direct rollovers)2011-12-31$16,258
Total plan assets at end of year2011-12-31$793,444
Total plan assets at beginning of year2011-12-31$0
Total contributions received or receivable from participants2011-12-31$88,480
Expenses. Other expenses not covered elsewhere2011-12-31$130
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-54,824
Net income (gross income less expenses)2011-12-31$121,901
Net plan assets at end of year (total assets less liabilities)2011-12-31$793,444
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of participant loans2011-12-31$39,003
Total contributions received or receivable from employer(s)2011-12-31$104,633
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$57,587,232
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$160,476,546
Participant contributions at end of year2011-12-31$39,816,585
Participant contributions at beginning of year2011-12-31$35,984,142
Administrative expenses (other) incurred2011-12-31$57,664
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$75,430,207
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,623,624,666
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,548,492,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,556,986,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,485,204,676
Interest on participant loans2011-12-31$1,858,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-60,636,396
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$85,923,663
Employer contributions (assets) at end of year2011-12-31$26,821,852
Employer contributions (assets) at beginning of year2011-12-31$27,303,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$169,713,467
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$505,147,668
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$167,925,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$167,869,460
Value of total corrective distributions2010-12-31$8,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$228,253,698
Value of total assets at end of year2010-12-31$2,548,492,029
Value of total assets at beginning of year2010-12-31$2,211,269,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,105
Total interest from all sources2010-12-31$1,709,540
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$43,334,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$43,334,153
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
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$146,714,038
Participant contributions at end of year2010-12-31$35,984,142
Participant contributions at beginning of year2010-12-31$31,078,994
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$146,850,318
Other income not declared elsewhere2010-12-31$-4,792,519
Administrative expenses (other) incurred2010-12-31$47,105
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$337,222,480
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,548,492,029
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,211,269,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,485,204,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,992,306,564
Interest on participant loans2010-12-31$1,709,540
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$12,227,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$236,641,413
Net investment gain or loss from common/collective trusts2010-12-31$1,383
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$81,539,660
Employer contributions (assets) at end of year2010-12-31$27,303,211
Employer contributions (assets) at beginning of year2010-12-31$28,806,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$167,869,460
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total transfer of assets to this plan2008-12-31$53,652,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$77,468,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$108,802,930
Total income from all sources (including contributions)2008-12-31$-318,065,394
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$125,006,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$124,316,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$188,781,405
Value of total assets at end of year2008-12-31$1,605,914,043
Value of total assets at beginning of year2008-12-31$2,026,668,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$690,451
Total interest from all sources2008-12-31$22,124,352
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$32,053,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Administrative expenses professional fees incurred2008-12-31$201,190
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$100,000,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$128,366,017
Participant contributions at end of year2008-12-31$25,313,968
Participant contributions at beginning of year2008-12-31$22,796,396
Participant contributions at end of year2008-12-31$1,187
Participant contributions at beginning of year2008-12-31$3,046,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-12-31$19,806,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-12-31$60,105,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-12-31$77,049,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-12-31$108,144,069
Liabilities. Value of operating payables at end of year2008-12-31$418,630
Liabilities. Value of operating payables at beginning of year2008-12-31$658,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-443,072,053
Value of net assets at end of year (total assets less liabilities)2008-12-31$1,528,445,849
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$1,917,865,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Investment advisory and management fees2008-12-31$489,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$1,214,409,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$1,618,886,952
Value of interest in pooled separate accounts at end of year2008-12-31$0
Value of interest in pooled separate accounts at beginning of year2008-12-31$5,709,939
Interest on participant loans2008-12-31$1,849,746
Income. Interest from loans (other than to participants)2008-12-31$0
Interest earned on other investments2008-12-31$7,360,125
Income. Interest from US Government securities2008-12-31$7,088,227
Income. Interest from corporate debt instruments2008-12-31$5,810,684
Value of interest in common/collective trusts at end of year2008-12-31$23,477,616
Value of interest in common/collective trusts at beginning of year2008-12-31$636,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$399,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$5,480,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$5,480,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$15,570
Asset value of US Government securities at end of year2008-12-31$204,242,748
Asset value of US Government securities at beginning of year2008-12-31$183,466,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-561,024,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31Yes
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$60,415,388
Employer contributions (assets) at end of year2008-12-31$27,464,401
Employer contributions (assets) at beginning of year2008-12-31$19,859,454
Income. Dividends from common stock2008-12-31$32,053,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$124,316,208
Asset. Corporate debt instrument preferred debt at end of year2008-12-31$88,138,130
Asset. Corporate debt instrument preferred debt at beginning of year2008-12-31$104,384,959
Asset. Corporate debt instrument debt (other) at end of year2008-12-31$2,660,370
Asset. Corporate debt instrument debt (other) at beginning of year2008-12-31$2,294,450
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31KPMG LLP
Accountancy firm EIN2008-12-31135565207

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been 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
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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-05-01Type of plan entitySingle employer plan
2011-05-01First time form 5500 has been submittedYes
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826548
Policy instance 1
Insurance contract or identification numberGA-826548
Number of Individuals Covered30
Insurance policy start date2011-05-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $966
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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