BESSEMER TRUST COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $1,036,677 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $49,499 |
| Total income from all sources (including contributions) | 2023-12-31 | $138,870,168 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $27,969,360 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $27,969,360 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $47,460,364 |
| Value of total assets at end of year | 2023-12-31 | $637,203,299 |
| Value of total assets at beginning of year | 2023-12-31 | $525,315,313 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $0 |
| Total interest from all sources | 2023-12-31 | $187,596 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $9,176,156 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $9,176,156 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $14,731,725 |
| Participant contributions at end of year | 2023-12-31 | $3,476,522 |
| Participant contributions at beginning of year | 2023-12-31 | $3,470,192 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $1,054,646 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $160,040 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $2,378,925 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $182,724 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $112,869 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $1,036,677 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $49,499 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $110,900,808 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $636,166,622 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $525,265,814 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $562,090,249 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $461,421,259 |
| Interest on participant loans | 2023-12-31 | $187,596 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $40,049,444 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $33,676,624 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $33,676,624 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $82,046,052 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $30,349,714 |
| Employer contributions (assets) at end of year | 2023-12-31 | $30,349,714 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $26,474,329 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $27,969,360 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2023-12-31 | 133891517 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $1,036,677 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $49,499 |
| Total income from all sources (including contributions) | 2023-01-01 | $138,870,168 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $27,969,360 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $27,969,360 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $47,460,364 |
| Value of total assets at end of year | 2023-01-01 | $637,203,299 |
| Value of total assets at beginning of year | 2023-01-01 | $525,315,313 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $0 |
| Total interest from all sources | 2023-01-01 | $187,596 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $9,176,156 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $9,176,156 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $14,731,725 |
| Participant contributions at end of year | 2023-01-01 | $3,476,522 |
| Participant contributions at beginning of year | 2023-01-01 | $3,470,192 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $1,054,646 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $160,040 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $2,378,925 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $182,724 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $112,869 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $1,036,677 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $49,499 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $110,900,808 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $636,166,622 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $525,265,814 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $562,090,249 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $461,421,259 |
| Interest on participant loans | 2023-01-01 | $187,596 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $40,049,444 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $82,046,052 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $30,349,714 |
| Employer contributions (assets) at end of year | 2023-01-01 | $30,349,714 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $26,474,329 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $27,969,360 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2023-01-01 | 133891517 |
| 2022 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $49,499 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $863,594 |
| Total income from all sources (including contributions) | 2022-12-31 | $-63,926,571 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $20,081,113 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $20,081,113 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $41,406,153 |
| Value of total assets at end of year | 2022-12-31 | $525,315,313 |
| Value of total assets at beginning of year | 2022-12-31 | $610,137,092 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $171,762 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,917,121 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,917,121 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $12,918,271 |
| Participant contributions at end of year | 2022-12-31 | $3,470,192 |
| Participant contributions at beginning of year | 2022-12-31 | $3,800,125 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $160,040 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $193,850 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,013,553 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $112,869 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $640 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $49,499 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $863,594 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-84,007,684 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $525,265,814 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $609,273,498 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $461,421,259 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $550,125,924 |
| Interest on participant loans | 2022-12-31 | $171,762 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $33,676,624 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $30,456,460 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $30,456,460 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-111,421,607 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $26,474,329 |
| Employer contributions (assets) at end of year | 2022-12-31 | $26,474,329 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $25,560,093 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $20,081,113 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2022-12-31 | 133891517 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $49,499 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $863,594 |
| Total income from all sources (including contributions) | 2022-01-01 | $-63,926,571 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $20,081,113 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $20,081,113 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $41,406,153 |
| Value of total assets at end of year | 2022-01-01 | $525,315,313 |
| Value of total assets at beginning of year | 2022-01-01 | $610,137,092 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $0 |
| Total interest from all sources | 2022-01-01 | $171,762 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $5,917,121 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $5,917,121 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $12,918,271 |
| Participant contributions at end of year | 2022-01-01 | $3,470,192 |
| Participant contributions at beginning of year | 2022-01-01 | $3,800,125 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $160,040 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $193,850 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $2,013,553 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $112,869 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $640 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $49,499 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $863,594 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-84,007,684 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $525,265,814 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $609,273,498 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $461,421,259 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $550,125,924 |
| Interest on participant loans | 2022-01-01 | $171,762 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $33,676,624 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-111,421,607 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $26,474,329 |
| Employer contributions (assets) at end of year | 2022-01-01 | $26,474,329 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $25,560,093 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $20,081,113 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2022-01-01 | 133891517 |
| 2021 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $863,594 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $507,727 |
| Total income from all sources (including contributions) | 2021-12-31 | $110,682,851 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $21,657,973 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $21,657,973 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $38,776,849 |
| Value of total assets at end of year | 2021-12-31 | $610,137,092 |
| Value of total assets at beginning of year | 2021-12-31 | $520,756,347 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $182,213 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,660,487 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,660,487 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $12,095,838 |
| Participant contributions at end of year | 2021-12-31 | $3,800,125 |
| Participant contributions at beginning of year | 2021-12-31 | $3,968,713 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $193,850 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $507,727 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,120,918 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $640 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $910 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $863,594 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $507,727 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $89,024,878 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $609,273,498 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $520,248,620 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $550,125,924 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $454,339,846 |
| Interest on participant loans | 2021-12-31 | $182,213 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $30,456,460 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $38,339,720 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $38,339,720 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $68,063,302 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $25,560,093 |
| Employer contributions (assets) at end of year | 2021-12-31 | $25,560,093 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $23,599,431 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $21,657,973 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2021-12-31 | 133891517 |
| 2020 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $507,727 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,138 |
| Total income from all sources (including contributions) | 2020-12-31 | $100,858,409 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $9,798,351 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,798,351 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $35,698,939 |
| Value of total assets at end of year | 2020-12-31 | $520,756,347 |
| Value of total assets at beginning of year | 2020-12-31 | $429,191,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $201,866 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,450,151 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,450,151 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $11,134,945 |
| Participant contributions at end of year | 2020-12-31 | $3,968,713 |
| Participant contributions at beginning of year | 2020-12-31 | $3,922,201 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $507,727 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $37,783 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $964,563 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $910 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $44,341 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $507,727 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $3,138 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $91,060,058 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $520,248,620 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $429,188,562 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $454,339,846 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $368,711,739 |
| Interest on participant loans | 2020-12-31 | $201,866 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $38,339,720 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $33,736,141 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $33,736,141 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $61,507,453 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $23,599,431 |
| Employer contributions (assets) at end of year | 2020-12-31 | $23,599,431 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $22,739,495 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,798,351 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2020-12-31 | 133891517 |
| 2019 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,138 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $165,599 |
| Total income from all sources (including contributions) | 2019-12-31 | $103,210,012 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $10,438,619 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,438,619 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $34,182,242 |
| Value of total assets at end of year | 2019-12-31 | $429,191,700 |
| Value of total assets at beginning of year | 2019-12-31 | $336,582,768 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $201,700 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,979,495 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,979,495 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $10,323,567 |
| Participant contributions at end of year | 2019-12-31 | $3,922,201 |
| Participant contributions at beginning of year | 2019-12-31 | $3,964,325 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $37,783 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $91,336 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,119,180 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $44,341 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $44,742 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $3,138 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $165,599 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $92,771,393 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $429,188,562 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $336,417,169 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $368,711,739 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $286,113,273 |
| Interest on participant loans | 2019-12-31 | $201,700 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $33,736,141 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $24,717,451 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $24,717,451 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $63,846,575 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $22,739,495 |
| Employer contributions (assets) at end of year | 2019-12-31 | $22,739,495 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $21,651,641 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,438,619 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2019-12-31 | 133891517 |
| 2018 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $165,599 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $84,551 |
| Total income from all sources (including contributions) | 2018-12-31 | $13,249,323 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $10,770,004 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $10,770,004 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $32,318,903 |
| Value of total assets at end of year | 2018-12-31 | $336,582,768 |
| Value of total assets at beginning of year | 2018-12-31 | $334,022,401 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $192,059 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,233,882 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,233,882 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $9,338,933 |
| Participant contributions at end of year | 2018-12-31 | $3,964,325 |
| Participant contributions at beginning of year | 2018-12-31 | $3,824,885 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $91,336 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $84,551 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,328,330 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $44,742 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $15,944 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $165,599 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $84,551 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $2,479,319 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $336,417,169 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $333,937,850 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $286,113,273 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $291,742,235 |
| Interest on participant loans | 2018-12-31 | $192,059 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $24,717,451 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $18,704,775 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $18,704,775 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-23,495,521 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $21,651,640 |
| Employer contributions (assets) at end of year | 2018-12-31 | $21,651,641 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $19,650,011 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $10,770,004 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2018-12-31 | 133891517 |
| 2017 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $84,551 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $8,162 |
| Total income from all sources (including contributions) | 2017-12-31 | $69,818,911 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $20,841,225 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $20,841,225 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $29,091,139 |
| Value of total assets at end of year | 2017-12-31 | $334,022,401 |
| Value of total assets at beginning of year | 2017-12-31 | $284,968,326 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $170,651 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,295,316 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,295,316 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $8,400,325 |
| Participant contributions at end of year | 2017-12-31 | $3,824,885 |
| Participant contributions at beginning of year | 2017-12-31 | $3,940,778 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $84,551 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,040,803 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $15,944 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $5,567 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $84,551 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $8,162 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $48,977,686 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $333,937,850 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $284,960,164 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $291,742,235 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $244,204,420 |
| Interest on participant loans | 2017-12-31 | $170,651 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $18,704,775 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $19,025,860 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $19,025,860 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $37,261,805 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $19,650,011 |
| Employer contributions (assets) at end of year | 2017-12-31 | $19,650,011 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $17,791,701 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $20,841,225 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2017-12-31 | 133891517 |
| 2016 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8,162 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $338,685 |
| Total income from all sources (including contributions) | 2016-12-31 | $39,077,919 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $10,335,116 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $10,335,116 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $26,597,700 |
| Value of total assets at end of year | 2016-12-31 | $284,968,326 |
| Value of total assets at beginning of year | 2016-12-31 | $256,556,046 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $171,934 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,495,423 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,495,423 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $7,699,146 |
| Participant contributions at end of year | 2016-12-31 | $3,940,778 |
| Participant contributions at beginning of year | 2016-12-31 | $3,906,174 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $281,837 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,106,853 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $5,567 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $648 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $8,162 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $338,685 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $28,742,803 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $284,960,164 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $256,217,361 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $244,204,420 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $219,676,023 |
| Interest on participant loans | 2016-12-31 | $171,934 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $19,025,860 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $15,228,998 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $15,228,998 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $9,812,862 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $17,791,701 |
| Employer contributions (assets) at end of year | 2016-12-31 | $17,791,701 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $17,462,366 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $10,335,116 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2016-12-31 | 133891517 |
| 2015 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $7,824,599 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $338,685 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $17,319,993 |
| Total income from all sources (including contributions) | 2015-12-31 | $23,957,992 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $12,340,744 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $12,340,744 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $26,918,928 |
| Value of total assets at end of year | 2015-12-31 | $256,556,046 |
| Value of total assets at beginning of year | 2015-12-31 | $254,095,507 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $185,635 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,306,132 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,306,132 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $7,311,682 |
| Participant contributions at end of year | 2015-12-31 | $3,906,174 |
| Participant contributions at beginning of year | 2015-12-31 | $3,715,773 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $281,837 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,015,075 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,144,880 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $648 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $338,685 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $17,319,993 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $11,617,248 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $256,217,361 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $236,775,514 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $219,676,023 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $216,664,628 |
| Interest on participant loans | 2015-12-31 | $185,635 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $15,228,998 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $32,308,977 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $32,308,977 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-5,452,703 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $17,462,366 |
| Employer contributions (assets) at end of year | 2015-12-31 | $17,462,366 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $391,054 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $12,340,744 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2015-12-31 | 133891517 |
| 2014 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $17,319,993 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,823,209 |
| Total income from all sources (including contributions) | 2014-12-31 | $32,936,399 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $15,332,943 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $15,332,943 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $23,596,145 |
| Value of total assets at end of year | 2014-12-31 | $254,095,507 |
| Value of total assets at beginning of year | 2014-12-31 | $221,995,267 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $217,216 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,833,189 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,833,189 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $100,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $5,672,408 |
| Participant contributions at end of year | 2014-12-31 | $3,715,773 |
| Participant contributions at beginning of year | 2014-12-31 | $3,614,942 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,015,075 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $139,100 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,039,749 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $141,198 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $17,319,993 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $2,823,209 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $17,603,456 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $236,775,514 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $219,172,058 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $216,664,628 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $125,001,355 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $68,167,802 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $32,308,977 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $9,482,784 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $9,482,784 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $217,216 |
| Asset value of US Government securities at end of year | 2014-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $14,246,198 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,626,751 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,663,098 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $15,883,988 |
| Employer contributions (assets) at end of year | 2014-12-31 | $391,054 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,201,888 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $15,332,943 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2014-12-31 | 133891517 |
| 2013 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,823,209 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $13,874,621 |
| Total income from all sources (including contributions) | 2013-12-31 | $44,776,046 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $10,434,940 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,434,940 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $20,556,266 |
| Value of total assets at end of year | 2013-12-31 | $221,995,267 |
| Value of total assets at beginning of year | 2013-12-31 | $198,705,573 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $216,821 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,364,680 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,364,680 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $100,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $5,172,990 |
| Participant contributions at end of year | 2013-12-31 | $3,614,942 |
| Participant contributions at beginning of year | 2013-12-31 | $3,164,457 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $139,100 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $8,187 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $793,173 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $141,198 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $133,714 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $2,823,209 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $13,874,621 |
| Total non interest bearing cash at end of year | 2013-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $34,341,106 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $219,172,058 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $184,830,952 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $125,001,355 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $97,475,954 |
| Income. Interest from US Government securities | 2013-12-31 | $22,307 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $68,167,802 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $60,327,291 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $9,482,784 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $21,165,080 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $21,165,080 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $194,514 |
| Asset value of US Government securities at end of year | 2013-12-31 | $14,246,198 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $15,351,657 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $16,568,103 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $6,070,176 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $14,590,103 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,201,888 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $1,079,233 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $10,434,940 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2013-12-31 | 133891517 |
| 2012 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $7,900,857 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $7,900,857 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $13,874,621 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,162,056 |
| Total income from all sources (including contributions) | 2012-12-31 | $31,830,386 |
| Total loss/gain on sale of assets | 2012-12-31 | $72,047 |
| Total of all expenses incurred | 2012-12-31 | $10,276,906 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $10,276,906 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $18,173,467 |
| Value of total assets at end of year | 2012-12-31 | $198,705,573 |
| Value of total assets at beginning of year | 2012-12-31 | $172,439,528 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $248,974 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,466,977 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,466,977 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $100,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $4,898,694 |
| Participant contributions at end of year | 2012-12-31 | $3,164,457 |
| Participant contributions at beginning of year | 2012-12-31 | $3,385,903 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $8,187 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $236 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $549,778 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $133,714 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $111,284 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $13,874,621 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $9,162,056 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $21,553,480 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $184,830,952 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $163,277,472 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $97,475,954 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $65,055,602 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $60,327,291 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $62,769,011 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $21,165,080 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $26,318,029 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $26,318,029 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $248,974 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
| Asset value of US Government securities at end of year | 2012-12-31 | $15,351,657 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $14,035,409 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,823,382 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,144,682 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $12,724,995 |
| Employer contributions (assets) at end of year | 2012-12-31 | $1,079,233 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $764,054 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $10,276,906 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $7,047,570 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $6,975,523 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2012-12-31 | 133891517 |
| 2011 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-5,924,339 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-5,924,339 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $9,162,056 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $10,085,750 |
| Total income from all sources (including contributions) | 2011-12-31 | $13,049,523 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $11,524,610 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $11,524,610 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $20,957,220 |
| Value of total assets at end of year | 2011-12-31 | $172,439,528 |
| Value of total assets at beginning of year | 2011-12-31 | $171,838,309 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $289,504 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,415,684 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,415,684 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $100,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $4,673,918 |
| Participant contributions at end of year | 2011-12-31 | $3,385,903 |
| Participant contributions at beginning of year | 2011-12-31 | $3,164,436 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $236 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,741,526 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $111,284 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $6,489,767 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $9,162,056 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $10,085,750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $1,524,913 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $163,277,472 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $161,752,559 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $65,055,602 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $54,342,375 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $62,769,011 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $79,637,186 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $26,318,029 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $16,846,497 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $16,846,497 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $289,504 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
| Asset value of US Government securities at end of year | 2011-12-31 | $14,035,409 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $10,494,033 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-3,688,546 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $13,541,776 |
| Employer contributions (assets) at end of year | 2011-12-31 | $764,054 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $864,015 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $11,524,610 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2011-12-31 | 133891517 |
| 2010 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $123,153 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $123,153 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,085,750 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,873,194 |
| Total income from all sources (including contributions) | 2010-12-31 | $28,319,047 |
| Total loss/gain on sale of assets | 2010-12-31 | $-143,535 |
| Total of all expenses incurred | 2010-12-31 | $6,670,379 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,670,379 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $15,240,901 |
| Value of total assets at end of year | 2010-12-31 | $171,838,309 |
| Value of total assets at beginning of year | 2010-12-31 | $146,977,085 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $295,909 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,646,500 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,646,500 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $100,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $4,302,891 |
| Participant contributions at end of year | 2010-12-31 | $3,164,436 |
| Participant contributions at beginning of year | 2010-12-31 | $2,568,843 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $407,921 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $6,489,767 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $186,600 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $10,085,750 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $6,873,194 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $21,648,668 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $161,752,559 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $140,103,891 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $54,342,375 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $36,118,487 |
| Income. Interest from US Government securities | 2010-12-31 | $72,208 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $79,637,186 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $75,414,922 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $16,846,497 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $18,922,258 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $18,922,258 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $223,701 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
| Asset value of US Government securities at end of year | 2010-12-31 | $10,494,033 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $12,569,983 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $6,008,523 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $5,147,596 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $10,530,089 |
| Employer contributions (assets) at end of year | 2010-12-31 | $864,015 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,195,992 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,670,379 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $9,600,007 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $9,743,542 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE |
| Accountancy firm EIN | 2010-12-31 | 133891517 |
| 2009 : BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
