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ATLAS COPCO PENSION PLAN 401k Plan overview

Plan NameATLAS COPCO PENSION PLAN
Plan identification number 001

ATLAS COPCO PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ATLAS COPCO NORTH AMERICA LLC has sponsored the creation of one or more 401k plans.

Company Name:ATLAS COPCO NORTH AMERICA LLC
Employer identification number (EIN):205024915
NAIC Classification:333200

Additional information about ATLAS COPCO NORTH AMERICA LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4166109

More information about ATLAS COPCO NORTH AMERICA LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLAS COPCO PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETH WOODS
0012016-01-01LISA RANU BETH WOODS2017-10-16
0012015-01-01LISA RANU BETH WOODS2016-10-14
0012014-01-01LISA RANU BETH WOODS2015-10-14
0012013-01-01JEFFREY ALTEMOSE JEFFREY ALTEMOSE2014-10-14
0012012-01-01JEFFREY ALTEMOSE JEFFREY ALTEMOSE2013-10-11
0012011-01-01JEFFREY ALTEMOSE
0012010-01-01JEFFREY ALTEMOSE
0012009-01-01JEFF ALTEMOSE

Plan Statistics for ATLAS COPCO PENSION PLAN

401k plan membership statisitcs for ATLAS COPCO PENSION PLAN

Measure Date Value
2022: ATLAS COPCO PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3160,717,502
Acturial value of plan assets2022-12-3160,717,502
Funding target for retired participants and beneficiaries receiving payment2022-12-3114,432,888
Number of terminated vested participants2022-12-31836
Fundng target for terminated vested participants2022-12-3126,764,102
Active participant vested funding target2022-12-3115,672,770
Number of active participants2022-12-31339
Total funding liabilities for active participants2022-12-3115,673,691
Total participant count2022-12-311,390
Total funding target for all participants2022-12-3156,870,681
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,631,977
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,631,977
Present value of excess contributions2022-12-3136,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3137,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3137,431
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,706,780
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31275,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,384
Total number of active participants reported on line 7a of the Form 55002022-01-01307
Number of retired or separated participants receiving benefits2022-01-01216
Number of other retired or separated participants entitled to future benefits2022-01-01784
Total of all active and inactive participants2022-01-011,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0122
Total participants2022-01-011,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ATLAS COPCO PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3163,280,124
Acturial value of plan assets2021-12-3163,280,124
Funding target for retired participants and beneficiaries receiving payment2021-12-3113,661,405
Number of terminated vested participants2021-12-31888
Fundng target for terminated vested participants2021-12-3129,858,506
Active participant vested funding target2021-12-3117,810,092
Number of active participants2021-12-31360
Total funding liabilities for active participants2021-12-3117,813,928
Total participant count2021-12-311,436
Total funding target for all participants2021-12-3161,333,839
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,777,115
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31339,250
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,437,865
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,631,977
Total employer contributions2021-12-3137,218
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3136,586
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31175,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3136,586
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,431
Total number of active participants reported on line 7a of the Form 55002021-01-01339
Number of retired or separated participants receiving benefits2021-01-01192
Number of other retired or separated participants entitled to future benefits2021-01-01832
Total of all active and inactive participants2021-01-011,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-011,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ATLAS COPCO PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3160,330,756
Acturial value of plan assets2020-12-3160,330,756
Funding target for retired participants and beneficiaries receiving payment2020-12-3112,405,060
Number of terminated vested participants2020-12-31942
Fundng target for terminated vested participants2020-12-3129,818,301
Active participant vested funding target2020-12-3117,917,340
Number of active participants2020-12-31383
Total funding liabilities for active participants2020-12-3117,950,144
Total participant count2020-12-311,496
Total funding target for all participants2020-12-3160,173,505
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,270,862
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31764,832
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,506,030
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,777,115
Total employer contributions2020-12-3188,075
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3185,350
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31275,000
Net shortfall amortization installment of oustanding balance2020-12-311,619,864
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31424,600
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31339,250
Additional cash requirement2020-12-3185,350
Contributions allocatedtoward minimum required contributions for current year2020-12-3185,350
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,492
Total number of active participants reported on line 7a of the Form 55002020-01-01360
Number of retired or separated participants receiving benefits2020-01-01166
Number of other retired or separated participants entitled to future benefits2020-01-01885
Total of all active and inactive participants2020-01-011,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-011,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ATLAS COPCO PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3156,631,004
Acturial value of plan assets2019-12-3156,631,004
Funding target for retired participants and beneficiaries receiving payment2019-12-3110,047,633
Number of terminated vested participants2019-12-311,052
Fundng target for terminated vested participants2019-12-3129,185,124
Active participant vested funding target2019-12-3119,415,032
Number of active participants2019-12-31411
Total funding liabilities for active participants2019-12-3119,447,802
Total participant count2019-12-311,610
Total funding target for all participants2019-12-3158,680,559
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,967,958
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-311,576,318
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-312,391,640
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-312,270,862
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31388,354
Net shortfall amortization installment of oustanding balance2019-12-314,320,417
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,657,298
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,657,298
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,606
Total number of active participants reported on line 7a of the Form 55002019-01-01383
Number of retired or separated participants receiving benefits2019-01-01151
Number of other retired or separated participants entitled to future benefits2019-01-01939
Total of all active and inactive participants2019-01-011,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-011,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: ATLAS COPCO PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3166,368,081
Acturial value of plan assets2018-12-3166,368,081
Funding target for retired participants and beneficiaries receiving payment2018-12-317,468,764
Number of terminated vested participants2018-12-31897
Fundng target for terminated vested participants2018-12-3126,751,212
Active participant vested funding target2018-12-3132,233,685
Number of active participants2018-12-31766
Total funding liabilities for active participants2018-12-3132,287,342
Total participant count2018-12-311,776
Total funding target for all participants2018-12-3166,507,318
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-316,136,507
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-313,494,129
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-312,642,378
Present value of excess contributions2018-12-31962,235
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,059,228
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-311,059,228
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,967,958
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31435,443
Net shortfall amortization installment of oustanding balance2018-12-314,107,195
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,576,318
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-311,576,318
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,771
Total number of active participants reported on line 7a of the Form 55002018-01-01411
Number of retired or separated participants receiving benefits2018-01-01130
Number of other retired or separated participants entitled to future benefits2018-01-011,049
Total of all active and inactive participants2018-01-011,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-011,606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ATLAS COPCO PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3164,701,834
Acturial value of plan assets2017-12-3164,701,834
Funding target for retired participants and beneficiaries receiving payment2017-12-313,915,468
Number of terminated vested participants2017-12-31930
Fundng target for terminated vested participants2017-12-3124,402,191
Active participant vested funding target2017-12-3136,513,357
Number of active participants2017-12-31841
Total funding liabilities for active participants2017-12-3136,519,087
Total participant count2017-12-311,846
Total funding target for all participants2017-12-3164,836,746
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-314,929,791
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-314,929,791
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-315,796,625
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-316,136,507
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-316,136,507
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-316,136,507
Total employer contributions2017-12-311,021,845
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31962,235
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,684,199
Net shortfall amortization installment of oustanding balance2017-12-316,271,419
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-313,494,129
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-313,494,129
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31962,235
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,846
Total number of active participants reported on line 7a of the Form 55002017-01-01766
Number of retired or separated participants receiving benefits2017-01-01103
Number of other retired or separated participants entitled to future benefits2017-01-01893
Total of all active and inactive participants2017-01-011,762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-011,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ATLAS COPCO PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3155,296,164
Acturial value of plan assets2016-12-3155,296,164
Funding target for retired participants and beneficiaries receiving payment2016-12-312,073,007
Number of terminated vested participants2016-12-31947
Fundng target for terminated vested participants2016-12-3123,264,498
Active participant vested funding target2016-12-3137,614,736
Number of active participants2016-12-31931
Total funding liabilities for active participants2016-12-3137,620,460
Total participant count2016-12-311,914
Total funding target for all participants2016-12-3162,957,965
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-316,662,755
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-315,786,674
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31876,081
Present value of excess contributions2016-12-315,669,128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-315,613,571
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-315,613,571
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-311,551,275
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-314,929,791
Total employer contributions2016-12-318,641,118
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-318,148,486
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,110,317
Net shortfall amortization installment of oustanding balance2016-12-3112,591,592
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-317,281,652
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-314,929,791
Additional cash requirement2016-12-312,351,861
Contributions allocatedtoward minimum required contributions for current year2016-12-318,148,486
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,914
Total number of active participants reported on line 7a of the Form 55002016-01-01841
Number of retired or separated participants receiving benefits2016-01-0167
Number of other retired or separated participants entitled to future benefits2016-01-01930
Total of all active and inactive participants2016-01-011,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ATLAS COPCO PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,076
Total number of active participants reported on line 7a of the Form 55002015-01-01931
Number of retired or separated participants receiving benefits2015-01-0132
Number of other retired or separated participants entitled to future benefits2015-01-01947
Total of all active and inactive participants2015-01-011,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,914
2014: ATLAS COPCO PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,284
Total number of active participants reported on line 7a of the Form 55002014-01-011,083
Number of retired or separated participants receiving benefits2014-01-011,499
Number of other retired or separated participants entitled to future benefits2014-01-011,315
Total of all active and inactive participants2014-01-013,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01179
Total participants2014-01-014,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ATLAS COPCO PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,407
Total number of active participants reported on line 7a of the Form 55002013-01-011,152
Number of retired or separated participants receiving benefits2013-01-011,521
Number of other retired or separated participants entitled to future benefits2013-01-011,449
Total of all active and inactive participants2013-01-014,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01162
Total participants2013-01-014,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ATLAS COPCO PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,611
Total number of active participants reported on line 7a of the Form 55002012-01-011,213
Number of retired or separated participants receiving benefits2012-01-011,529
Number of other retired or separated participants entitled to future benefits2012-01-011,517
Total of all active and inactive participants2012-01-014,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01148
Total participants2012-01-014,407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: ATLAS COPCO PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,025
Total number of active participants reported on line 7a of the Form 55002011-01-011,283
Number of retired or separated participants receiving benefits2011-01-011,562
Number of other retired or separated participants entitled to future benefits2011-01-011,630
Total of all active and inactive participants2011-01-014,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01136
Total participants2011-01-014,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: ATLAS COPCO PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,243
Total number of active participants reported on line 7a of the Form 55002010-01-011,368
Number of retired or separated participants receiving benefits2010-01-011,582
Number of other retired or separated participants entitled to future benefits2010-01-011,951
Total of all active and inactive participants2010-01-014,901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01124
Total participants2010-01-015,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: ATLAS COPCO PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,461
Total number of active participants reported on line 7a of the Form 55002009-01-011,487
Number of retired or separated participants receiving benefits2009-01-011,594
Number of other retired or separated participants entitled to future benefits2009-01-012,046
Total of all active and inactive participants2009-01-015,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01116
Total participants2009-01-015,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0137

Financial Data on ATLAS COPCO PENSION PLAN

Measure Date Value
2022 : ATLAS COPCO PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,625,820
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,185,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,965,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$46,906,319
Value of total assets at beginning of year2022-12-31$60,717,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$219,688
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$219,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,811,183
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,906,319
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,717,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$46,906,319
Value of interest in pooled separate accounts at beginning of year2022-12-31$60,717,502
Net investment gain/loss from pooled separate accounts2022-12-31$-9,625,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,965,675
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : ATLAS COPCO PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,503,179
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,004,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,706,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$96,927
Value of total assets at end of year2021-12-31$60,717,502
Value of total assets at beginning of year2021-12-31$63,218,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$297,763
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$297,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,500,826
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,717,502
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,218,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$60,717,502
Value of interest in pooled separate accounts at beginning of year2021-12-31$63,218,328
Net investment gain/loss from pooled separate accounts2021-12-31$1,406,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$96,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,706,242
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : ATLAS COPCO PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,840,977
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,953,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,680,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,201
Value of total assets at end of year2020-12-31$63,218,328
Value of total assets at beginning of year2020-12-31$60,330,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$272,924
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$272,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,887,572
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,218,328
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$60,330,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$63,218,328
Value of interest in pooled separate accounts at beginning of year2020-12-31$60,330,756
Net investment gain/loss from pooled separate accounts2020-12-31$7,814,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$26,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,680,481
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : ATLAS COPCO PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,659,298
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,959,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,523,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$60,330,756
Value of total assets at beginning of year2019-12-31$56,631,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$436,410
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$436,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,699,752
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,330,756
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,631,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$60,330,756
Value of interest in pooled separate accounts at beginning of year2019-12-31$56,631,004
Net investment gain/loss from pooled separate accounts2019-12-31$9,659,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,523,136
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : ATLAS COPCO PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,188,552
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,547,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,274,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,021,845
Value of total assets at end of year2018-12-31$56,631,004
Value of total assets at beginning of year2018-12-31$65,367,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$273,499
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$273,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,736,257
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,631,004
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$65,367,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$56,631,004
Value of interest in pooled separate accounts at beginning of year2018-12-31$65,367,261
Net investment gain/loss from pooled separate accounts2018-12-31$-3,210,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,021,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,274,206
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : ATLAS COPCO PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,772,796
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,623,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,296,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,641,118
Value of total assets at end of year2017-12-31$65,367,261
Value of total assets at beginning of year2017-12-31$56,218,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$327,444
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,149,205
Value of net assets at end of year (total assets less liabilities)2017-12-31$65,367,261
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,218,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$228,072
Value of interest in pooled separate accounts at end of year2017-12-31$65,367,261
Value of interest in pooled separate accounts at beginning of year2017-12-31$56,218,056
Net investment gain/loss from pooled separate accounts2017-12-31$6,131,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,641,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,296,147
Contract administrator fees2017-12-31$99,372
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : ATLAS COPCO PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,434,787
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,663,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,194,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,000,000
Value of total assets at end of year2016-12-31$56,218,056
Value of total assets at beginning of year2016-12-31$49,446,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$468,633
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$87,444
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$266,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,771,642
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,218,056
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$49,446,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$202,517
Value of interest in pooled separate accounts at end of year2016-12-31$56,218,056
Value of interest in pooled separate accounts at beginning of year2016-12-31$49,358,970
Net investment gain/loss from pooled separate accounts2016-12-31$3,434,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,194,512
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : ATLAS COPCO PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,441,530
Total income from all sources (including contributions)2015-12-31$-643,597
Total loss/gain on sale of assets2015-12-31$-3,445,469
Total of all expenses incurred2015-12-31$89,842,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$88,867,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$49,446,414
Value of total assets at beginning of year2015-12-31$141,374,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$975,248
Total interest from all sources2015-12-31$2,794,201
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at beginning of year2015-12-31$2,100,799
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$65,681,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$87,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$786,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,441,530
Other income not declared elsewhere2015-12-31$87,444
Administrative expenses (other) incurred2015-12-31$975,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-90,486,188
Value of net assets at end of year (total assets less liabilities)2015-12-31$49,446,414
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$139,932,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$49,358,970
Value of interest in pooled separate accounts at beginning of year2015-12-31$30,894,531
Income. Interest from US Government securities2015-12-31$81,368
Income. Interest from corporate debt instruments2015-12-31$2,710,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,146,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,146,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,922
Asset value of US Government securities at beginning of year2015-12-31$23,496,596
Net investment gain/loss from pooled separate accounts2015-12-31$-79,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,185,412
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$79,949,152
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$296,800,960
Aggregate carrying amount (costs) on sale of assets2015-12-31$300,246,429
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : ATLAS COPCO PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$9,382,891
Total unrealized appreciation/depreciation of assets2014-12-31$9,382,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,441,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,525
Total income from all sources (including contributions)2014-12-31$16,867,186
Total loss/gain on sale of assets2014-12-31$1,465,002
Total of all expenses incurred2014-12-31$10,625,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,737,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,100,799
Value of total assets at end of year2014-12-31$141,374,132
Value of total assets at beginning of year2014-12-31$133,698,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$887,700
Total interest from all sources2014-12-31$2,790,945
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$2,100,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$786,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$715,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,441,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,525
Other income not declared elsewhere2014-12-31$113
Administrative expenses (other) incurred2014-12-31$515,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,241,703
Value of net assets at end of year (total assets less liabilities)2014-12-31$139,932,602
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$133,690,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$372,044
Value of interest in pooled separate accounts at end of year2014-12-31$30,894,531
Value of interest in pooled separate accounts at beginning of year2014-12-31$32,506,335
Income. Interest from US Government securities2014-12-31$188,487
Income. Interest from corporate debt instruments2014-12-31$2,598,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,146,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,781,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,781,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,411
Asset value of US Government securities at end of year2014-12-31$23,496,596
Asset value of US Government securities at beginning of year2014-12-31$19,837,305
Net investment gain/loss from pooled separate accounts2014-12-31$1,127,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,100,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,737,783
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$79,949,152
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$75,857,856
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$83,843,336
Aggregate carrying amount (costs) on sale of assets2014-12-31$82,378,334
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : ATLAS COPCO PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-8,173,229
Total unrealized appreciation/depreciation of assets2013-12-31$-8,173,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$371,770
Total income from all sources (including contributions)2013-12-31$-69,980
Total loss/gain on sale of assets2013-12-31$-1,662,955
Total of all expenses incurred2013-12-31$9,822,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,007,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$133,698,424
Value of total assets at beginning of year2013-12-31$143,954,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$814,455
Total interest from all sources2013-12-31$2,701,322
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$715,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$678,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$371,770
Other income not declared elsewhere2013-12-31$5,099
Administrative expenses (other) incurred2013-12-31$424,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-9,891,992
Value of net assets at end of year (total assets less liabilities)2013-12-31$133,690,899
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$143,582,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$389,736
Value of interest in pooled separate accounts at end of year2013-12-31$32,506,335
Value of interest in pooled separate accounts at beginning of year2013-12-31$33,060,573
Income. Interest from US Government securities2013-12-31$189,509
Income. Interest from corporate debt instruments2013-12-31$2,505,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,781,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,210,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,210,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,138
Asset value of US Government securities at end of year2013-12-31$19,837,305
Asset value of US Government securities at beginning of year2013-12-31$28,319,929
Net investment gain/loss from pooled separate accounts2013-12-31$7,059,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,007,557
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$75,857,856
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$77,685,333
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$142,723,308
Aggregate carrying amount (costs) on sale of assets2013-12-31$144,386,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SIDOR, SIMENDINGER & FRANKEL, P.C.
Accountancy firm EIN2013-12-31223167274
2012 : ATLAS COPCO PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,291,200
Total unrealized appreciation/depreciation of assets2012-12-31$4,291,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$371,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,169,923
Total income from all sources (including contributions)2012-12-31$18,911,806
Total loss/gain on sale of assets2012-12-31$403,945
Total of all expenses incurred2012-12-31$9,181,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,375,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,998,489
Value of total assets at end of year2012-12-31$143,954,661
Value of total assets at beginning of year2012-12-31$136,022,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$806,694
Total interest from all sources2012-12-31$2,845,381
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$678,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,303,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$371,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,169,923
Other income not declared elsewhere2012-12-31$13,284
Administrative expenses (other) incurred2012-12-31$408,135
Total non interest bearing cash at beginning of year2012-12-31$-4,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,729,981
Value of net assets at end of year (total assets less liabilities)2012-12-31$143,582,891
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$133,852,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$398,559
Value of interest in pooled separate accounts at end of year2012-12-31$33,060,573
Value of interest in pooled separate accounts at beginning of year2012-12-31$30,886,849
Income. Interest from US Government securities2012-12-31$245,625
Income. Interest from corporate debt instruments2012-12-31$2,592,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,210,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,320,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,320,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,654
Asset value of US Government securities at end of year2012-12-31$28,319,929
Asset value of US Government securities at beginning of year2012-12-31$15,486,316
Net investment gain/loss from pooled separate accounts2012-12-31$4,359,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,998,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,375,131
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$77,685,333
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$83,030,137
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$125,828,800
Aggregate carrying amount (costs) on sale of assets2012-12-31$125,424,855
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SIDOR, SIMENDINGER & FRANKEL, P.C.
Accountancy firm EIN2012-12-31223167274
2011 : ATLAS COPCO PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$11,854,232
Total unrealized appreciation/depreciation of assets2011-12-31$11,854,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,169,923
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$411,876
Total income from all sources (including contributions)2011-12-31$23,009,207
Total loss/gain on sale of assets2011-12-31$2,960,153
Total of all expenses incurred2011-12-31$10,689,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,839,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,000,000
Value of total assets at end of year2011-12-31$136,022,833
Value of total assets at beginning of year2011-12-31$121,945,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$850,158
Total interest from all sources2011-12-31$2,932,675
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,303,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,211,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,169,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$411,876
Other income not declared elsewhere2011-12-31$3,474
Administrative expenses (other) incurred2011-12-31$488,420
Total non interest bearing cash at end of year2011-12-31$-4,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$12,319,641
Value of net assets at end of year (total assets less liabilities)2011-12-31$133,852,910
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$121,533,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$361,738
Value of interest in pooled separate accounts at end of year2011-12-31$30,886,849
Value of interest in pooled separate accounts at beginning of year2011-12-31$33,060,102
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$2,925,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,320,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,007,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,007,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,785
Asset value of US Government securities at end of year2011-12-31$15,486,316
Asset value of US Government securities at beginning of year2011-12-31$16,405,895
Net investment gain/loss from pooled separate accounts2011-12-31$-741,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,839,408
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$83,030,137
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$70,260,271
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$124,848,597
Aggregate carrying amount (costs) on sale of assets2011-12-31$121,888,444
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SIDOR, SIMENDINGER & FRANKEL, P.C.
Accountancy firm EIN2011-12-31223167274
2010 : ATLAS COPCO PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,633,694
Total unrealized appreciation/depreciation of assets2010-12-31$4,633,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$411,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$14,115,621
Total loss/gain on sale of assets2010-12-31$2,015,315
Total of all expenses incurred2010-12-31$10,086,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,281,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$121,945,145
Value of total assets at beginning of year2010-12-31$117,503,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$804,356
Total interest from all sources2010-12-31$3,061,700
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,211,431
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$411,876
Other income not declared elsewhere2010-12-31$20,259
Administrative expenses (other) incurred2010-12-31$456,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,029,468
Value of net assets at end of year (total assets less liabilities)2010-12-31$121,533,269
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$117,503,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$347,529
Value of interest in pooled separate accounts at end of year2010-12-31$33,060,102
Value of interest in pooled separate accounts at beginning of year2010-12-31$27,609,072
Income. Interest from US Government securities2010-12-31$288,768
Income. Interest from corporate debt instruments2010-12-31$2,768,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,007,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$16,405,895
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$4,384,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,281,797
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$70,260,271
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$89,894,729
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$156,934,841
Aggregate carrying amount (costs) on sale of assets2010-12-31$154,919,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SIDOR, SIMENDINGER & FRANKEL, P.C.
Accountancy firm EIN2010-12-31223167274
2009 : ATLAS COPCO PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ATLAS COPCO PENSION PLAN

2022: ATLAS COPCO PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ATLAS COPCO PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ATLAS COPCO PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ATLAS COPCO PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ATLAS COPCO PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ATLAS COPCO PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ATLAS COPCO PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ATLAS COPCO PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ATLAS COPCO PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ATLAS COPCO PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ATLAS COPCO PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ATLAS COPCO PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ATLAS COPCO PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ATLAS COPCO PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered1329
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered1384
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered1431
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered1492
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered1606
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered1771
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered1914
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered4076
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered4284
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered4407
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered4611
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16005
Policy instance 1
Insurance contract or identification numberIN-16005
Number of Individuals Covered5025
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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