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MOOG INC. EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameMOOG INC. EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

MOOG INC. EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MOOG INC. has sponsored the creation of one or more 401k plans.

Company Name:MOOG INC.
Employer identification number (EIN):160757636
NAIC Classification:336410

Additional information about MOOG INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1951-08-01
Company Identification Number: 67444
Legal Registered Office Address: ATTN: BETHANY BEN ABDALLAH
400 JAMISON ROAD
ELMA
United States of America (USA)
14059

More information about MOOG INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOOG INC. EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01KRISTINE KARNATH2023-07-12
0012020-10-01KRISTINE KARNATH2022-07-13
0012019-10-01KRISTINE KARNATH2021-07-13
0012018-10-01KRISTINE KARNATH2020-07-13
0012017-10-01KRISTINE KARNATH2019-07-11
0012016-10-01
0012015-10-01
0012014-10-01GARY SZAKMARY
0012013-10-01GARY SZAKMARY
0012012-10-01GARY SZAKMARY
0012011-10-01GARY SZAKMARY
0012010-10-01JOE GREEN
0012009-10-01RITA WHITE
0012008-10-01

Plan Statistics for MOOG INC. EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for MOOG INC. EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-09-30640,512,678
Acturial value of plan assets2022-09-30611,346,016
Funding target for retired participants and beneficiaries receiving payment2022-09-3056,363,142
Number of terminated vested participants2022-09-30608
Fundng target for terminated vested participants2022-09-3043,716,570
Active participant vested funding target2022-09-30274,717,073
Number of active participants2022-09-301,845
Total funding liabilities for active participants2022-09-30275,505,935
Total participant count2022-09-302,708
Total funding target for all participants2022-09-30375,585,647
Balance at beginning of prior year after applicable adjustments2022-09-3076,522,844
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-3076,522,844
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-3080,104,113
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3016,305,593
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-012,708
Total number of active participants reported on line 7a of the Form 55002021-10-011,574
Number of retired or separated participants receiving benefits2021-10-01460
Number of other retired or separated participants entitled to future benefits2021-10-01613
Total of all active and inactive participants2021-10-012,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-0154
Total participants2021-10-012,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-30615,871,702
Acturial value of plan assets2021-09-30554,284,532
Funding target for retired participants and beneficiaries receiving payment2021-09-3013,587,580
Number of terminated vested participants2021-09-30636
Fundng target for terminated vested participants2021-09-3042,874,494
Active participant vested funding target2021-09-30292,259,425
Number of active participants2021-09-302,005
Total funding liabilities for active participants2021-09-30293,133,181
Total participant count2021-09-302,713
Total funding target for all participants2021-09-30349,595,255
Balance at beginning of prior year after applicable adjustments2021-09-3067,148,863
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-3067,148,863
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-3076,522,844
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3017,739,727
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-012,713
Total number of active participants reported on line 7a of the Form 55002020-10-011,845
Number of retired or separated participants receiving benefits2020-10-01248
Number of other retired or separated participants entitled to future benefits2020-10-01567
Total of all active and inactive participants2020-10-012,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0148
Total participants2020-10-012,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-301,004,162,778
Acturial value of plan assets2020-09-30943,962,898
Funding target for retired participants and beneficiaries receiving payment2020-09-30351,184,726
Number of terminated vested participants2020-09-30634
Fundng target for terminated vested participants2020-09-3040,893,554
Active participant vested funding target2020-09-30292,992,214
Number of active participants2020-09-302,218
Total funding liabilities for active participants2020-09-30293,856,773
Total participant count2020-09-305,809
Total funding target for all participants2020-09-30685,935,053
Balance at beginning of prior year after applicable adjustments2020-09-3056,761,507
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Amount remaining of carryover balance2020-09-3056,761,507
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-3067,148,863
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3018,315,177
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-015,736
Total number of active participants reported on line 7a of the Form 55002019-10-012,005
Number of retired or separated participants receiving benefits2019-10-0169
Number of other retired or separated participants entitled to future benefits2019-10-01604
Total of all active and inactive participants2019-10-012,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0135
Total participants2019-10-012,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-30878,982,678
Acturial value of plan assets2019-09-30897,322,388
Funding target for retired participants and beneficiaries receiving payment2019-09-30318,330,097
Number of terminated vested participants2019-09-30680
Fundng target for terminated vested participants2019-09-3038,332,960
Active participant vested funding target2019-09-30294,142,387
Number of active participants2019-09-302,399
Total funding liabilities for active participants2019-09-30295,094,617
Total participant count2019-09-305,900
Total funding target for all participants2019-09-30651,757,674
Balance at beginning of prior year after applicable adjustments2019-09-3056,205,077
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-3056,205,077
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Balance of carryovers at beginning of current year2019-09-3056,761,507
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3018,759,537
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-015,830
Total number of active participants reported on line 7a of the Form 55002018-10-012,218
Number of retired or separated participants receiving benefits2018-10-012,487
Number of other retired or separated participants entitled to future benefits2018-10-01599
Total of all active and inactive participants2018-10-015,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-01432
Total participants2018-10-015,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-30896,880,169
Acturial value of plan assets2018-09-30868,408,313
Funding target for retired participants and beneficiaries receiving payment2018-09-30282,483,974
Number of terminated vested participants2018-09-30641
Fundng target for terminated vested participants2018-09-3029,921,094
Active participant vested funding target2018-09-30277,323,594
Number of active participants2018-09-302,564
Total funding liabilities for active participants2018-09-30278,468,130
Total participant count2018-09-305,930
Total funding target for all participants2018-09-30590,873,198
Balance at beginning of prior year after applicable adjustments2018-09-3050,290,871
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-3050,290,871
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-30141,969,309
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-30150,657,831
Balance of carryovers at beginning of current year2018-09-3056,205,077
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-300
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3018,220,875
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-015,930
Total number of active participants reported on line 7a of the Form 55002017-10-012,399
Number of retired or separated participants receiving benefits2017-10-012,360
Number of other retired or separated participants entitled to future benefits2017-10-01646
Total of all active and inactive participants2017-10-015,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-01425
Total participants2017-10-015,830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-30722,915,460
Acturial value of plan assets2017-09-30735,288,314
Funding target for retired participants and beneficiaries receiving payment2017-09-30255,064,827
Number of terminated vested participants2017-09-301,326
Fundng target for terminated vested participants2017-09-3051,836,417
Active participant vested funding target2017-09-30264,218,894
Number of active participants2017-09-302,691
Total funding liabilities for active participants2017-09-30265,428,380
Total participant count2017-09-306,590
Total funding target for all participants2017-09-30572,329,624
Balance at beginning of prior year after applicable adjustments2017-09-3045,906,774
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-3045,906,774
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-3045,818,556
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3048,709,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Balance of carryovers at beginning of current year2017-09-3050,290,871
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-30155,000,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30141,969,309
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3017,912,663
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-30141,969,309
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-016,590
Total number of active participants reported on line 7a of the Form 55002016-10-012,564
Number of retired or separated participants receiving benefits2016-10-012,276
Number of other retired or separated participants entitled to future benefits2016-10-01614
Total of all active and inactive participants2016-10-015,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-01411
Total participants2016-10-015,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-016,658
Total number of active participants reported on line 7a of the Form 55002015-10-012,691
Number of retired or separated participants receiving benefits2015-10-012,149
Number of other retired or separated participants entitled to future benefits2015-10-011,288
Total of all active and inactive participants2015-10-016,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-01397
Total participants2015-10-016,525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-013
2014: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-016,641
Total number of active participants reported on line 7a of the Form 55002014-10-012,858
Number of retired or separated participants receiving benefits2014-10-012,034
Number of other retired or separated participants entitled to future benefits2014-10-011,337
Total of all active and inactive participants2014-10-016,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-01372
Total participants2014-10-016,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-016,699
Total number of active participants reported on line 7a of the Form 55002013-10-013,097
Number of retired or separated participants receiving benefits2013-10-011,893
Number of other retired or separated participants entitled to future benefits2013-10-011,287
Total of all active and inactive participants2013-10-016,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-01364
Total participants2013-10-016,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-016,751
Total number of active participants reported on line 7a of the Form 55002012-10-013,297
Number of retired or separated participants receiving benefits2012-10-011,736
Number of other retired or separated participants entitled to future benefits2012-10-011,319
Total of all active and inactive participants2012-10-016,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-01347
Total participants2012-10-016,699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-013
2011: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-016,820
Total number of active participants reported on line 7a of the Form 55002011-10-013,497
Number of retired or separated participants receiving benefits2011-10-011,606
Number of other retired or separated participants entitled to future benefits2011-10-011,301
Total of all active and inactive participants2011-10-016,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-01347
Total participants2011-10-016,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0113
2010: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-016,888
Total number of active participants reported on line 7a of the Form 55002010-10-013,668
Number of retired or separated participants receiving benefits2010-10-011,502
Number of other retired or separated participants entitled to future benefits2010-10-011,310
Total of all active and inactive participants2010-10-016,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-01340
Total participants2010-10-016,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0125
2009: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-017,047
Total number of active participants reported on line 7a of the Form 55002009-10-013,821
Number of retired or separated participants receiving benefits2009-10-011,416
Number of other retired or separated participants entitled to future benefits2009-10-011,335
Total of all active and inactive participants2009-10-016,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-01315
Total participants2009-10-016,887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-01121

Financial Data on MOOG INC. EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-5,972,964
Total unrealized appreciation/depreciation of assets2022-09-30$-5,972,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$99,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$66,806
Total income from all sources (including contributions)2022-09-30$-187,002,166
Total loss/gain on sale of assets2022-09-30$-42,259,683
Total of all expenses incurred2022-09-30$8,952,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$7,520,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$0
Value of total assets at end of year2022-09-30$444,441,570
Value of total assets at beginning of year2022-09-30$640,364,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,432,120
Total interest from all sources2022-09-30$425,264
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$11,588,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$11,588,663
Administrative expenses professional fees incurred2022-09-30$537,415
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Other income not declared elsewhere2022-09-30$778,197
Administrative expenses (other) incurred2022-09-30$232,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-195,954,764
Value of net assets at end of year (total assets less liabilities)2022-09-30$444,342,466
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$640,297,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$16,338,308
Assets. partnership/joint venture interests at beginning of year2022-09-30$23,273,693
Investment advisory and management fees2022-09-30$661,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$296,888,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$462,874,285
Interest earned on other investments2022-09-30$371,621
Value of interest in common/collective trusts at end of year2022-09-30$119,469,502
Value of interest in common/collective trusts at beginning of year2022-09-30$128,941,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$11,745,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$25,274,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$25,274,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$53,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-113,089,742
Net investment gain or loss from common/collective trusts2022-09-30$-38,471,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$7,520,478
Liabilities. Value of benefit claims payable at end of year2022-09-30$99,104
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$66,806
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$7,498,564
Aggregate carrying amount (costs) on sale of assets2022-09-30$49,758,247
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2022-09-30454051133
2021 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$-2,642,646
Total unrealized appreciation/depreciation of assets2021-09-30$-2,642,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$66,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$56,706
Total income from all sources (including contributions)2021-09-30$24,975,008
Total loss/gain on sale of assets2021-09-30$-6,240,757
Total of all expenses incurred2021-09-30$4,596,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$2,899,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$0
Value of total assets at end of year2021-09-30$640,364,036
Value of total assets at beginning of year2021-09-30$619,975,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$1,697,018
Total interest from all sources2021-09-30$419,895
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$10,551,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$10,551,502
Administrative expenses professional fees incurred2021-09-30$952,913
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Other income not declared elsewhere2021-09-30$173
Administrative expenses (other) incurred2021-09-30$225,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$20,378,798
Value of net assets at end of year (total assets less liabilities)2021-09-30$640,297,230
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$619,918,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Assets. partnership/joint venture interests at end of year2021-09-30$23,273,693
Assets. partnership/joint venture interests at beginning of year2021-09-30$25,419,026
Investment advisory and management fees2021-09-30$518,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$462,874,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$588,275,059
Interest earned on other investments2021-09-30$417,747
Value of interest in common/collective trusts at end of year2021-09-30$128,941,403
Value of interest in common/collective trusts at beginning of year2021-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$25,274,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$6,281,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$6,281,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$2,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$22,945,438
Net investment gain or loss from common/collective trusts2021-09-30$-58,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$2,899,192
Liabilities. Value of benefit claims payable at end of year2021-09-30$66,806
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$56,706
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$31,678,570
Aggregate carrying amount (costs) on sale of assets2021-09-30$37,919,327
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2021-09-30454051133
2020 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$188,919
Total unrealized appreciation/depreciation of assets2020-09-30$188,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$56,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$35,245
Total income from all sources (including contributions)2020-09-30$137,891,560
Total loss/gain on sale of assets2020-09-30$3,412,992
Total of all expenses incurred2020-09-30$523,402,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$521,706,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$0
Value of total assets at end of year2020-09-30$619,975,138
Value of total assets at beginning of year2020-09-30$1,005,465,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,696,210
Total interest from all sources2020-09-30$250,996
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$28,602,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$28,602,047
Administrative expenses professional fees incurred2020-09-30$996,228
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Other income not declared elsewhere2020-09-30$6,007
Administrative expenses (other) incurred2020-09-30$458,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-385,511,340
Value of net assets at end of year (total assets less liabilities)2020-09-30$619,918,432
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$1,005,429,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Assets. partnership/joint venture interests at end of year2020-09-30$25,419,026
Assets. partnership/joint venture interests at beginning of year2020-09-30$30,636,260
Investment advisory and management fees2020-09-30$241,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$588,275,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$967,905,567
Interest earned on other investments2020-09-30$208,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$6,281,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$6,418,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$6,418,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$42,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$505,038
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$486,615,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$105,430,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$35,091,690
Liabilities. Value of benefit claims payable at end of year2020-09-30$56,706
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$35,245
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$9,034,528
Aggregate carrying amount (costs) on sale of assets2020-09-30$5,621,536
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2020-09-30454051133
2019 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$-3,151,291
Total unrealized appreciation/depreciation of assets2019-09-30$-3,151,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$35,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$24,658
Total income from all sources (including contributions)2019-09-30$156,222,449
Total loss/gain on sale of assets2019-09-30$4,439,952
Total of all expenses incurred2019-09-30$32,946,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$31,599,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$0
Value of total assets at end of year2019-09-30$1,005,465,017
Value of total assets at beginning of year2019-09-30$882,178,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,347,605
Total interest from all sources2019-09-30$777,954
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$30,635,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$30,635,082
Administrative expenses professional fees incurred2019-09-30$739,691
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Assets. Other investments not covered elsewhere at end of year2019-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$135,386
Other income not declared elsewhere2019-09-30$1,311
Administrative expenses (other) incurred2019-09-30$438,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$123,275,586
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,005,429,772
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$882,154,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Assets. partnership/joint venture interests at end of year2019-09-30$30,636,260
Assets. partnership/joint venture interests at beginning of year2019-09-30$39,127,111
Investment advisory and management fees2019-09-30$161,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$967,905,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$836,124,263
Interest earned on other investments2019-09-30$777,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$6,418,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$6,308,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$6,308,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$505,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$483,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$123,519,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$31,599,258
Contract administrator fees2019-09-30$8,487
Liabilities. Value of benefit claims payable at end of year2019-09-30$35,245
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$24,658
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$10,242,804
Aggregate carrying amount (costs) on sale of assets2019-09-30$5,802,852
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2019-09-30454051133
2018 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-54,356,268
Total unrealized appreciation/depreciation of assets2018-09-30$-54,356,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$24,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$44,872
Total income from all sources (including contributions)2018-09-30$10,050,975
Total loss/gain on sale of assets2018-09-30$55,547,713
Total of all expenses incurred2018-09-30$30,475,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$29,393,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$0
Value of total assets at end of year2018-09-30$882,178,844
Value of total assets at beginning of year2018-09-30$902,623,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,082,404
Total interest from all sources2018-09-30$714,881
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$24,249,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$23,749,275
Administrative expenses professional fees incurred2018-09-30$365,662
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Assets. Other investments not covered elsewhere at end of year2018-09-30$135,386
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$2,451,004
Administrative expenses (other) incurred2018-09-30$404,685
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$1,265,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-20,424,724
Value of net assets at end of year (total assets less liabilities)2018-09-30$882,154,186
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$902,578,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Assets. partnership/joint venture interests at end of year2018-09-30$39,127,111
Assets. partnership/joint venture interests at beginning of year2018-09-30$37,165,471
Investment advisory and management fees2018-09-30$230,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$836,124,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$625,660,242
Interest earned on other investments2018-09-30$714,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$6,308,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$7,371,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$7,371,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$483,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$463,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$-16,105,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Assets. Invements in employer securities at end of year2018-09-30$0
Assets. Invements in employer securities at beginning of year2018-09-30$83,245,987
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$145,000,000
Income. Dividends from common stock2018-09-30$500,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$29,393,295
Contract administrator fees2018-09-30$81,667
Liabilities. Value of benefit claims payable at end of year2018-09-30$24,658
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$44,872
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$64,580,906
Aggregate carrying amount (costs) on sale of assets2018-09-30$9,033,193
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2018-09-30454051133
2017 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$18,839,216
Total unrealized appreciation/depreciation of assets2017-09-30$18,839,216
Total transfer of assets to this plan2017-09-30$860,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$44,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$286,156
Total income from all sources (including contributions)2017-09-30$237,099,179
Total loss/gain on sale of assets2017-09-30$11,943,879
Total of all expenses incurred2017-09-30$59,296,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$57,342,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$155,000,000
Value of total assets at end of year2017-09-30$902,623,782
Value of total assets at beginning of year2017-09-30$724,202,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,954,003
Total interest from all sources2017-09-30$1,980,090
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$10,320,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$10,292,735
Administrative expenses professional fees incurred2017-09-30$367,070
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Assets. Other investments not covered elsewhere at end of year2017-09-30$2,451,004
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$21,677,969
Other income not declared elsewhere2017-09-30$5,378
Administrative expenses (other) incurred2017-09-30$418,472
Total non interest bearing cash at end of year2017-09-30$1,265,661
Total non interest bearing cash at beginning of year2017-09-30$1,566,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$177,802,291
Value of net assets at end of year (total assets less liabilities)2017-09-30$902,578,910
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$723,916,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Assets. partnership/joint venture interests at end of year2017-09-30$37,165,471
Assets. partnership/joint venture interests at beginning of year2017-09-30$44,002,698
Investment advisory and management fees2017-09-30$1,085,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$625,660,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$284,090,659
Interest earned on other investments2017-09-30$327,904
Income. Interest from US Government securities2017-09-30$87,910
Income. Interest from corporate debt instruments2017-09-30$1,564,276
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of interest in common/collective trusts at beginning of year2017-09-30$237,032,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$7,371,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$17,257,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$17,257,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$463,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$33,252,261
Net investment gain or loss from common/collective trusts2017-09-30$5,758,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Assets. Invements in employer securities at end of year2017-09-30$83,245,987
Assets. Invements in employer securities at beginning of year2017-09-30$68,574,438
Contributions received in cash from employer2017-09-30$155,000,000
Employer contributions (assets) at end of year2017-09-30$145,000,000
Employer contributions (assets) at beginning of year2017-09-30$50,000,000
Income. Dividends from common stock2017-09-30$27,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$57,342,885
Contract administrator fees2017-09-30$83,288
Liabilities. Value of benefit claims payable at end of year2017-09-30$44,872
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$286,156
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$193,090,254
Aggregate carrying amount (costs) on sale of assets2017-09-30$181,146,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2017-09-30454051133
2016 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$24,046,452
Total unrealized appreciation/depreciation of assets2016-09-30$24,046,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$286,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$273,755
Total income from all sources (including contributions)2016-09-30$109,375,263
Total loss/gain on sale of assets2016-09-30$5,223,593
Total of all expenses incurred2016-09-30$27,977,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$24,708,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$50,000,000
Value of total assets at end of year2016-09-30$724,202,285
Value of total assets at beginning of year2016-09-30$642,792,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$3,268,534
Total interest from all sources2016-09-30$5,806,341
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$3,752,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$3,752,203
Administrative expenses professional fees incurred2016-09-30$136,605
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Assets. Other investments not covered elsewhere at end of year2016-09-30$21,677,969
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$22,357,806
Other income not declared elsewhere2016-09-30$4,831
Administrative expenses (other) incurred2016-09-30$1,472,724
Total non interest bearing cash at end of year2016-09-30$1,566,303
Total non interest bearing cash at beginning of year2016-09-30$4,884,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$81,397,829
Value of net assets at end of year (total assets less liabilities)2016-09-30$723,916,129
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$642,518,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at end of year2016-09-30$44,002,698
Assets. partnership/joint venture interests at beginning of year2016-09-30$64,760,293
Investment advisory and management fees2016-09-30$1,555,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$284,090,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$321,234,621
Interest earned on other investments2016-09-30$88,206
Income. Interest from US Government securities2016-09-30$2,032,337
Income. Interest from corporate debt instruments2016-09-30$3,685,798
Value of interest in common/collective trusts at end of year2016-09-30$237,032,483
Value of interest in common/collective trusts at beginning of year2016-09-30$88,869,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$17,257,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$13,471,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$13,471,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$17,564,747
Net investment gain or loss from common/collective trusts2016-09-30$2,977,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Assets. Invements in employer securities at end of year2016-09-30$68,574,438
Assets. Invements in employer securities at beginning of year2016-09-30$62,213,559
Contributions received in cash from employer2016-09-30$50,000,000
Employer contributions (assets) at end of year2016-09-30$50,000,000
Employer contributions (assets) at beginning of year2016-09-30$65,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$24,708,900
Contract administrator fees2016-09-30$103,627
Liabilities. Value of benefit claims payable at end of year2016-09-30$286,156
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$273,755
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$305,400,632
Aggregate carrying amount (costs) on sale of assets2016-09-30$300,177,039
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2016-09-30454051133
2015 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-23,555,254
Total unrealized appreciation/depreciation of assets2015-09-30$-23,555,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$273,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$733,555
Total income from all sources (including contributions)2015-09-30$37,894,356
Total loss/gain on sale of assets2015-09-30$4,418,572
Total of all expenses incurred2015-09-30$24,726,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$22,610,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$65,000,000
Value of total assets at end of year2015-09-30$642,792,055
Value of total assets at beginning of year2015-09-30$630,083,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$2,116,198
Total interest from all sources2015-09-30$6,679,412
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$2,744,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$2,744,935
Administrative expenses professional fees incurred2015-09-30$177,716
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Assets. Other investments not covered elsewhere at end of year2015-09-30$22,357,806
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$21,324,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$11,593,765
Other income not declared elsewhere2015-09-30$17,004
Administrative expenses (other) incurred2015-09-30$685,049
Liabilities. Value of operating payables at end of year2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$472,222
Total non interest bearing cash at end of year2015-09-30$4,884,279
Total non interest bearing cash at beginning of year2015-09-30$3,219,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$13,167,963
Value of net assets at end of year (total assets less liabilities)2015-09-30$642,518,300
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$629,350,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$64,760,293
Assets. partnership/joint venture interests at beginning of year2015-09-30$81,341,983
Investment advisory and management fees2015-09-30$1,158,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$321,234,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$223,688,065
Interest earned on other investments2015-09-30$408,013
Income. Interest from US Government securities2015-09-30$1,395,504
Income. Interest from corporate debt instruments2015-09-30$4,875,895
Value of interest in common/collective trusts at end of year2015-09-30$88,869,936
Value of interest in common/collective trusts at beginning of year2015-09-30$122,147,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$13,471,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$42,893,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$42,893,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-15,327,765
Net investment gain or loss from common/collective trusts2015-09-30$-2,082,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Assets. Invements in employer securities at end of year2015-09-30$62,213,559
Assets. Invements in employer securities at beginning of year2015-09-30$78,874,048
Contributions received in cash from employer2015-09-30$65,000,000
Employer contributions (assets) at end of year2015-09-30$65,000,000
Employer contributions (assets) at beginning of year2015-09-30$45,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$22,610,195
Contract administrator fees2015-09-30$95,319
Liabilities. Value of benefit claims payable at end of year2015-09-30$273,755
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$261,333
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$254,484,805
Aggregate carrying amount (costs) on sale of assets2015-09-30$250,066,233
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2015-09-30454051133
2014 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$20,083,361
Total unrealized appreciation/depreciation of assets2014-09-30$20,083,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$733,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$7,428,988
Total income from all sources (including contributions)2014-09-30$117,457,331
Total loss/gain on sale of assets2014-09-30$4,274,057
Total of all expenses incurred2014-09-30$22,342,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$19,797,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$65,500,000
Value of total assets at end of year2014-09-30$630,083,892
Value of total assets at beginning of year2014-09-30$541,664,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$2,544,540
Total interest from all sources2014-09-30$4,566,464
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$4,102,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$4,102,533
Administrative expenses professional fees incurred2014-09-30$112,811
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Assets. Other investments not covered elsewhere at end of year2014-09-30$21,324,546
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$20,033,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$11,593,765
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$3,003,678
Other income not declared elsewhere2014-09-30$451
Administrative expenses (other) incurred2014-09-30$1,026,436
Liabilities. Value of operating payables at end of year2014-09-30$472,222
Liabilities. Value of operating payables at beginning of year2014-09-30$7,110,374
Total non interest bearing cash at end of year2014-09-30$3,219,715
Total non interest bearing cash at beginning of year2014-09-30$1,501,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$95,114,959
Value of net assets at end of year (total assets less liabilities)2014-09-30$629,350,337
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$534,235,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$81,341,983
Assets. partnership/joint venture interests at beginning of year2014-09-30$71,071,598
Investment advisory and management fees2014-09-30$1,318,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$223,688,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$163,127,317
Interest earned on other investments2014-09-30$854,813
Income. Interest from US Government securities2014-09-30$1,025,869
Income. Interest from corporate debt instruments2014-09-30$2,685,782
Value of interest in common/collective trusts at end of year2014-09-30$122,147,959
Value of interest in common/collective trusts at beginning of year2014-09-30$152,354,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$42,893,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$26,508,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$26,508,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$-1,768,451
Net investment gain or loss from common/collective trusts2014-09-30$20,698,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Assets. Invements in employer securities at end of year2014-09-30$78,874,048
Assets. Invements in employer securities at beginning of year2014-09-30$67,163,465
Contributions received in cash from employer2014-09-30$65,500,000
Employer contributions (assets) at end of year2014-09-30$45,000,000
Employer contributions (assets) at beginning of year2014-09-30$36,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$19,797,832
Contract administrator fees2014-09-30$86,344
Liabilities. Value of benefit claims payable at end of year2014-09-30$261,333
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$318,614
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$237,243,667
Aggregate carrying amount (costs) on sale of assets2014-09-30$232,969,610
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2014-09-30454051133
2013 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$10,960,423
Total unrealized appreciation/depreciation of assets2013-09-30$10,960,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$7,428,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$14,083,736
Total income from all sources (including contributions)2013-09-30$92,589,480
Total loss/gain on sale of assets2013-09-30$13,610,272
Total of all expenses incurred2013-09-30$19,707,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$17,686,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$47,400,000
Value of total assets at end of year2013-09-30$541,664,366
Value of total assets at beginning of year2013-09-30$475,437,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$2,021,196
Total interest from all sources2013-09-30$1,895,653
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$5,859,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$4,947,665
Administrative expenses professional fees incurred2013-09-30$105,543
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Assets. Other investments not covered elsewhere at end of year2013-09-30$20,033,743
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$3,003,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$12,202,873
Other income not declared elsewhere2013-09-30$808,185
Administrative expenses (other) incurred2013-09-30$1,251,968
Liabilities. Value of operating payables at end of year2013-09-30$7,110,374
Liabilities. Value of operating payables at beginning of year2013-09-30$12,662,592
Total non interest bearing cash at end of year2013-09-30$1,501,733
Total non interest bearing cash at beginning of year2013-09-30$2,214,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$72,881,797
Value of net assets at end of year (total assets less liabilities)2013-09-30$534,235,378
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$461,353,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$71,071,598
Assets. partnership/joint venture interests at beginning of year2013-09-30$13,603,809
Investment advisory and management fees2013-09-30$609,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$163,127,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$245,331,138
Interest earned on other investments2013-09-30$186,259
Income. Interest from US Government securities2013-09-30$644,966
Income. Interest from corporate debt instruments2013-09-30$1,063,086
Value of interest in common/collective trusts at end of year2013-09-30$152,354,763
Value of interest in common/collective trusts at beginning of year2013-09-30$29,104,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$26,508,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$6,630,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$6,630,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$1,342
Asset value of US Government securities at end of year2013-09-30$0
Asset value of US Government securities at beginning of year2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$-1,015,025
Net investment gain or loss from common/collective trusts2013-09-30$13,070,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$67,163,465
Assets. Invements in employer securities at beginning of year2013-09-30$43,892,972
Contributions received in cash from employer2013-09-30$47,400,000
Employer contributions (assets) at end of year2013-09-30$36,900,000
Employer contributions (assets) at beginning of year2013-09-30$22,500,000
Income. Dividends from common stock2013-09-30$912,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$17,686,487
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$0
Contract administrator fees2013-09-30$54,026
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$99,957,501
Liabilities. Value of benefit claims payable at end of year2013-09-30$318,614
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$1,421,144
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$749,811,484
Aggregate carrying amount (costs) on sale of assets2013-09-30$736,201,212
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2013-09-30454051133
2012 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$29,345,833
Total unrealized appreciation/depreciation of assets2012-09-30$29,345,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$14,083,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$14,475,984
Total income from all sources (including contributions)2012-09-30$91,744,523
Total loss/gain on sale of assets2012-09-30$-1,397,974
Total of all expenses incurred2012-09-30$18,566,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$16,541,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$22,500,000
Value of total assets at end of year2012-09-30$475,437,317
Value of total assets at beginning of year2012-09-30$402,651,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$2,024,812
Total interest from all sources2012-09-30$199,308
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$8,488,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$5,693,903
Administrative expenses professional fees incurred2012-09-30$75,284
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$12,202,873
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$15,178,117
Other income not declared elsewhere2012-09-30$-25,027
Administrative expenses (other) incurred2012-09-30$965,009
Liabilities. Value of operating payables at end of year2012-09-30$12,662,592
Liabilities. Value of operating payables at beginning of year2012-09-30$14,475,984
Total non interest bearing cash at end of year2012-09-30$2,214,083
Total non interest bearing cash at beginning of year2012-09-30$854,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$73,178,521
Value of net assets at end of year (total assets less liabilities)2012-09-30$461,353,581
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$388,175,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$13,603,809
Assets. partnership/joint venture interests at beginning of year2012-09-30$8,633,007
Investment advisory and management fees2012-09-30$963,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$245,331,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$177,358,058
Interest earned on other investments2012-09-30$65,224
Income. Interest from US Government securities2012-09-30$48
Income. Interest from corporate debt instruments2012-09-30$121,863
Value of interest in common/collective trusts at end of year2012-09-30$29,104,898
Value of interest in common/collective trusts at beginning of year2012-09-30$27,445,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$6,630,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$45,971,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$45,971,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$12,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$32,633,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$43,892,972
Assets. Invements in employer securities at beginning of year2012-09-30$37,995,323
Contributions received in cash from employer2012-09-30$22,500,000
Employer contributions (assets) at end of year2012-09-30$22,500,000
Employer contributions (assets) at beginning of year2012-09-30$0
Income. Dividends from common stock2012-09-30$2,794,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$16,541,190
Contract administrator fees2012-09-30$21,059
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$99,957,501
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$89,214,609
Liabilities. Value of benefit claims payable at end of year2012-09-30$1,421,144
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$25,807,786
Aggregate carrying amount (costs) on sale of assets2012-09-30$27,205,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2012-09-30454051133
2011 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-19,229,771
Total unrealized appreciation/depreciation of assets2011-09-30$-19,229,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$14,475,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$10,003,335
Total income from all sources (including contributions)2011-09-30$14,695,485
Total loss/gain on sale of assets2011-09-30$972,869
Total of all expenses incurred2011-09-30$17,007,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$15,424,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$37,500,000
Value of total assets at end of year2011-09-30$402,651,044
Value of total assets at beginning of year2011-09-30$400,489,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,582,785
Total interest from all sources2011-09-30$7,703
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$7,420,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$4,844,891
Administrative expenses professional fees incurred2011-09-30$72,234
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$15,178,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$10,003,335
Other income not declared elsewhere2011-09-30$-60,026
Administrative expenses (other) incurred2011-09-30$521,638
Total non interest bearing cash at end of year2011-09-30$854,619
Total non interest bearing cash at beginning of year2011-09-30$2,241,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-2,311,518
Value of net assets at end of year (total assets less liabilities)2011-09-30$388,175,060
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$390,486,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$8,633,007
Assets. partnership/joint venture interests at beginning of year2011-09-30$5,899,562
Investment advisory and management fees2011-09-30$968,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$177,358,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$165,532,482
Value of interest in common/collective trusts at end of year2011-09-30$27,445,926
Value of interest in common/collective trusts at beginning of year2011-09-30$25,883,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$45,971,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$35,842,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$35,842,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$7,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-11,916,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$37,995,323
Assets. Invements in employer securities at beginning of year2011-09-30$41,328,995
Contributions received in cash from employer2011-09-30$37,500,000
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$22,500,000
Income. Dividends from common stock2011-09-30$2,575,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$15,424,218
Contract administrator fees2011-09-30$20,684
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$89,214,609
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$91,257,097
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$20,207,793
Aggregate carrying amount (costs) on sale of assets2011-09-30$19,234,924
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$14,475,984
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$10,003,335
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30FREED MAXICK CPA, PC
Accountancy firm EIN2011-09-30454051133
2010 : MOOG INC. EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for MOOG INC. EMPLOYEES' RETIREMENT PLAN

2021: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: MOOG INC. EMPLOYEES' RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1040392
Policy instance 1
Insurance contract or identification numberLP1040392
Insurance policy start date2019-12-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
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 Administration1
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?No
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1040392
Policy instance 1
Insurance contract or identification numberLP1040392
Insurance policy start date2018-12-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
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 Administration1
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?No
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1040392
Policy instance 1
Insurance contract or identification numberLP1040392
Insurance policy start date2017-12-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?0
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 Administration1
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?No
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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