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BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 401k Plan overview

Plan NameBRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN
Plan identification number 001

BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS has sponsored the creation of one or more 401k plans.

Company Name:BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS
Employer identification number (EIN):220790350
NAIC Classification:325410

Additional information about BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0326501

More information about BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA S. GOLDEY
0012016-01-01LISA S. GOLDEY
0012015-01-01LISA S. GOLDEY LISA S. GOLDEY2016-10-13
0012014-01-01LISA S. GOLDEY LISA S. GOLDEY2015-10-14
0012013-01-01LISA S. GOLDEY LISA S. GOLDEY2014-10-10
0012012-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2013-10-11
0012011-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2012-10-10
0012010-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2011-10-13
0012009-01-01RICHARD C. LODATO RICHARD C. LODATO2010-10-14
0012009-01-01RICHARD LODATO RICHARD LODATO2010-10-15

Plan Statistics for BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN

Measure Date Value
2022: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-010
Total number of active participants reported on line 7a of the Form 55002022-01-010
Total of all active and inactive participants2022-01-010
Total participants2022-01-010
2021: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-010
Total number of active participants reported on line 7a of the Form 55002021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
2020: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
2019: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-12-314,030,742,955
Acturial value of plan assets2019-12-314,163,547,251
Funding target for retired participants and beneficiaries receiving payment2019-12-31390,462,572
Number of terminated vested participants2019-12-3117,603
Fundng target for terminated vested participants2019-12-311,523,122,733
Active participant vested funding target2019-12-31798,354,524
Number of active participants2019-12-314,481
Total funding liabilities for active participants2019-12-31858,130,633
Total participant count2019-12-3123,803
Total funding target for all participants2019-12-312,771,715,938
Balance at beginning of prior year after applicable adjustments2019-12-31331,078,703
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,585,246,778
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-317,355,000
Amount remaining of carryover balance2019-12-31323,723,703
Amount remaining of prefunding balance2019-12-311,585,246,778
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31313,850,130
Balance of prefunding at beginning of current year2019-12-311,536,896,751
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3112,214,483
Total funding amount beforereflecting carryover/prefunding balances2019-12-3112,214,483
Carryover balance elected to use to offset funding requirement2019-12-3112,214,483
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0123,082
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-12-314,434,443,857
Acturial value of plan assets2018-12-314,137,207,303
Funding target for retired participants and beneficiaries receiving payment2018-12-31287,279,658
Number of terminated vested participants2018-12-3118,199
Fundng target for terminated vested participants2018-12-311,521,248,605
Active participant vested funding target2018-12-31892,888,999
Number of active participants2018-12-315,089
Total funding liabilities for active participants2018-12-31967,574,014
Total participant count2018-12-3124,588
Total funding target for all participants2018-12-312,776,102,277
Balance at beginning of prior year after applicable adjustments2018-12-31406,767,422
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,350,755,605
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-312,846,690
Amount remaining of carryover balance2018-12-31403,920,732
Amount remaining of prefunding balance2018-12-311,350,755,605
Present value of excess contributions2018-12-31187,323,871
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31198,886,605
Reductions in caryover balances due to elections or deemed elections2018-12-31142,962,668
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31331,078,703
Balance of prefunding at beginning of current year2018-12-311,585,246,778
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-317,355,000
Total funding amount beforereflecting carryover/prefunding balances2018-12-317,355,000
Carryover balance elected to use to offset funding requirement2018-12-317,355,000
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0123,955
Total number of active participants reported on line 7a of the Form 55002018-01-014,446
Number of retired or separated participants receiving benefits2018-01-011,557
Number of other retired or separated participants entitled to future benefits2018-01-0116,875
Total of all active and inactive participants2018-01-0122,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01204
Total participants2018-01-0123,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-313,827,683,502
Acturial value of plan assets2017-12-313,875,130,259
Funding target for retired participants and beneficiaries receiving payment2017-12-31195,215,062
Number of terminated vested participants2017-12-3118,404
Fundng target for terminated vested participants2017-12-311,383,722,753
Active participant vested funding target2017-12-31974,946,514
Number of active participants2017-12-315,869
Total funding liabilities for active participants2017-12-311,068,071,225
Total participant count2017-12-3125,239
Total funding target for all participants2017-12-312,647,009,040
Balance at beginning of prior year after applicable adjustments2017-12-31399,329,240
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,239,680,254
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-314,352,000
Amount remaining of carryover balance2017-12-31394,977,240
Amount remaining of prefunding balance2017-12-311,239,680,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-3123,599,779
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31406,767,422
Balance of prefunding at beginning of current year2017-12-311,350,755,605
Total employer contributions2017-12-31200,000,000
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31188,829,910
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,352,000
Total funding amount beforereflecting carryover/prefunding balances2017-12-314,352,000
Carryover balance elected to use to offset funding requirement2017-12-312,845,961
Additional cash requirement2017-12-311,506,039
Contributions allocatedtoward minimum required contributions for current year2017-12-31188,829,910
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0124,862
Total number of active participants reported on line 7a of the Form 55002017-01-015,089
Number of retired or separated participants receiving benefits2017-01-011,201
Number of other retired or separated participants entitled to future benefits2017-01-0117,515
Total of all active and inactive participants2017-01-0123,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01150
Total participants2017-01-0123,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-313,675,528,364
Acturial value of plan assets2016-12-313,820,244,296
Funding target for retired participants and beneficiaries receiving payment2016-12-31117,368,062
Number of terminated vested participants2016-12-3118,726
Fundng target for terminated vested participants2016-12-311,304,196,892
Active participant vested funding target2016-12-311,033,754,762
Number of active participants2016-12-316,399
Total funding liabilities for active participants2016-12-311,129,559,036
Total participant count2016-12-3125,789
Total funding target for all participants2016-12-312,551,123,990
Balance at beginning of prior year after applicable adjustments2016-12-31407,004,592
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,254,483,155
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-312,907,000
Amount remaining of carryover balance2016-12-31404,097,592
Amount remaining of prefunding balance2016-12-311,254,483,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31399,329,240
Balance of prefunding at beginning of current year2016-12-311,239,680,254
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-314,352,000
Total funding amount beforereflecting carryover/prefunding balances2016-12-314,352,000
Carryover balance elected to use to offset funding requirement2016-12-314,352,000
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0125,572
Total number of active participants reported on line 7a of the Form 55002016-01-015,868
Number of retired or separated participants receiving benefits2016-01-01880
Number of other retired or separated participants entitled to future benefits2016-01-0117,950
Total of all active and inactive participants2016-01-0124,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01164
Total participants2016-01-0124,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126,580
Total number of active participants reported on line 7a of the Form 55002015-01-016,399
Number of retired or separated participants receiving benefits2015-01-01572
Number of other retired or separated participants entitled to future benefits2015-01-0118,437
Total of all active and inactive participants2015-01-0125,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01164
Total participants2015-01-0125,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136,121
Total number of active participants reported on line 7a of the Form 55002014-01-017,126
Number of retired or separated participants receiving benefits2014-01-01277
Number of other retired or separated participants entitled to future benefits2014-01-0119,066
Total of all active and inactive participants2014-01-0126,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01111
Total participants2014-01-0126,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0137,774
Total number of active participants reported on line 7a of the Form 55002013-01-018,232
Number of retired or separated participants receiving benefits2013-01-016,931
Number of other retired or separated participants entitled to future benefits2013-01-0119,453
Total of all active and inactive participants2013-01-0134,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,505
Total participants2013-01-0136,121
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0139,911
Total number of active participants reported on line 7a of the Form 55002012-01-018,919
Number of retired or separated participants receiving benefits2012-01-016,900
Number of other retired or separated participants entitled to future benefits2012-01-0120,433
Total of all active and inactive participants2012-01-0136,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,522
Total participants2012-01-0137,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0196
2011: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0141,109
Total number of active participants reported on line 7a of the Form 55002011-01-019,914
Number of retired or separated participants receiving benefits2011-01-016,902
Number of other retired or separated participants entitled to future benefits2011-01-0121,554
Total of all active and inactive participants2011-01-0138,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,541
Total participants2011-01-0139,911
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01196
2010: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0142,330
Total number of active participants reported on line 7a of the Form 55002010-01-0110,831
Number of retired or separated participants receiving benefits2010-01-016,861
Number of other retired or separated participants entitled to future benefits2010-01-0121,889
Total of all active and inactive participants2010-01-0139,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011,528
Total participants2010-01-0141,109
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01302
2009: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0145,825
Total number of active participants reported on line 7a of the Form 55002009-01-0111,804
Number of retired or separated participants receiving benefits2009-01-016,886
Number of other retired or separated participants entitled to future benefits2009-01-0122,157
Total of all active and inactive participants2009-01-0140,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,483
Total participants2009-01-0142,330
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01317

Financial Data on BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN

Measure Date Value
2022 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$5,175,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,173,259
Total income from all sources (including contributions)2022-12-31$1,126,392
Total of all expenses incurred2022-12-31$734,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$734,628
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$5,956,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$734,628
Other income not declared elsewhere2022-12-31$1,042,259
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$1,173,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$391,764
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,783,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$5,956,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2022-12-31222027092
2021 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,173,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,841,320
Total income from all sources (including contributions)2021-12-31$162,279
Value of total assets at end of year2021-12-31$5,956,993
Value of total assets at beginning of year2021-12-31$6,462,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$330,000
Liabilities. Value of operating payables at end of year2021-12-31$1,173,259
Liabilities. Value of operating payables at beginning of year2021-12-31$1,841,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$162,279
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,783,734
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,621,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$5,956,993
Value of interest in master investment trust accounts at beginning of year2021-12-31$6,462,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2021-12-31222027092
2020 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$413,930,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,841,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,648,339
Total income from all sources (including contributions)2020-12-31$17,345,494
Total of all expenses incurred2020-12-31$419,946,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$419,946,143
Value of total assets at end of year2020-12-31$6,462,775
Value of total assets at beginning of year2020-12-31$824,800,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$419,946,143
Liabilities. Value of operating payables at end of year2020-12-31$1,841,320
Liabilities. Value of operating payables at beginning of year2020-12-31$3,648,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-402,600,649
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,621,455
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$821,152,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$6,462,775
Value of interest in master investment trust accounts at beginning of year2020-12-31$824,800,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2020-12-31222027092
2019 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,648,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,627,682
Total income from all sources (including contributions)2019-12-31$589,838,762
Total of all expenses incurred2019-12-31$4,112,542,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,109,869,055
Value of total assets at end of year2019-12-31$824,800,443
Value of total assets at beginning of year2019-12-31$4,361,483,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,673,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,581,188,332
Administrative expenses (other) incurred2019-12-31$2,673,027
Liabilities. Value of operating payables at end of year2019-12-31$3,648,339
Liabilities. Value of operating payables at beginning of year2019-12-31$17,627,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-3,522,703,320
Value of net assets at end of year (total assets less liabilities)2019-12-31$821,152,104
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,343,855,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$824,800,443
Value of interest in master investment trust accounts at beginning of year2019-12-31$4,361,483,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,528,680,723
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2019-12-31222027092
2018 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,627,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,741,642
Total income from all sources (including contributions)2018-12-31$-154,839,470
Total of all expenses incurred2018-12-31$296,751,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$281,751,652
Value of total assets at end of year2018-12-31$4,361,483,106
Value of total assets at beginning of year2018-12-31$4,800,188,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,000,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$15,000,000
Liabilities. Value of operating payables at end of year2018-12-31$17,627,682
Liabilities. Value of operating payables at beginning of year2018-12-31$4,741,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-451,591,122
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,343,855,424
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,795,446,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$4,361,483,106
Value of interest in master investment trust accounts at beginning of year2018-12-31$4,800,188,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$281,751,652
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2018-12-31222027092
2017 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,741,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,732,941
Total income from all sources (including contributions)2017-12-31$900,608,890
Total of all expenses incurred2017-12-31$259,615,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$259,615,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$200,000,000
Value of total assets at end of year2017-12-31$4,800,188,188
Value of total assets at beginning of year2017-12-31$4,159,186,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$4,741,642
Liabilities. Value of operating payables at beginning of year2017-12-31$4,732,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$640,993,323
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,795,446,546
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,154,453,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$4,800,188,188
Value of interest in master investment trust accounts at beginning of year2017-12-31$4,159,186,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$200,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$259,615,567
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2017-12-31222027092
2016 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,732,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,691,266
Total income from all sources (including contributions)2016-12-31$348,979,326
Total of all expenses incurred2016-12-31$194,110,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$194,110,125
Value of total assets at end of year2016-12-31$4,159,186,164
Value of total assets at beginning of year2016-12-31$4,003,275,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$4,732,941
Liabilities. Value of operating payables at beginning of year2016-12-31$3,691,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$154,869,201
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,154,453,223
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,999,584,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$4,159,186,164
Value of interest in master investment trust accounts at beginning of year2016-12-31$4,003,275,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$194,110,125
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2016-12-31222027092
2015 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,691,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,851,309
Total income from all sources (including contributions)2015-12-31$-57,302,406
Total of all expenses incurred2015-12-31$293,102,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$293,102,048
Value of total assets at end of year2015-12-31$4,003,275,288
Value of total assets at beginning of year2015-12-31$4,354,839,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$3,691,266
Liabilities. Value of operating payables at beginning of year2015-12-31$4,851,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-350,404,454
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,999,584,022
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,349,988,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$4,003,275,288
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,354,839,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$293,102,048
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2015-12-31222027092
2014 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,851,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,820,698
Total income from all sources (including contributions)2014-12-31$558,821,590
Total of all expenses incurred2014-12-31$1,860,861,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,860,861,834
Value of total assets at end of year2014-12-31$4,354,839,785
Value of total assets at beginning of year2014-12-31$5,657,849,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,457,171,403
Liabilities. Value of operating payables at end of year2014-12-31$4,851,309
Liabilities. Value of operating payables at beginning of year2014-12-31$5,820,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,302,040,244
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,349,988,476
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,652,028,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$4,354,839,785
Value of interest in master investment trust accounts at beginning of year2014-12-31$5,657,849,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$403,690,431
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2014-12-31222027092
2013 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,820,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,846,083
Total income from all sources (including contributions)2013-12-31$1,102,523,592
Total of all expenses incurred2013-12-31$444,148,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$444,148,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$147,000,000
Value of total assets at end of year2013-12-31$5,657,849,418
Value of total assets at beginning of year2013-12-31$4,998,499,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$5,820,698
Liabilities. Value of operating payables at beginning of year2013-12-31$4,846,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$658,375,223
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,652,028,720
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,993,653,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$5,657,849,418
Value of interest in master investment trust accounts at beginning of year2013-12-31$4,998,499,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$147,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$444,148,369
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2013-12-31222027092
2012 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,846,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,354,673
Total income from all sources (including contributions)2012-12-31$906,072,509
Total of all expenses incurred2012-12-31$396,386,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$396,386,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$286,000,000
Value of total assets at end of year2012-12-31$4,998,499,580
Value of total assets at beginning of year2012-12-31$4,488,322,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$4,846,083
Liabilities. Value of operating payables at beginning of year2012-12-31$4,354,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$509,685,752
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,993,653,497
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,483,967,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$4,998,499,580
Value of interest in master investment trust accounts at beginning of year2012-12-31$4,488,322,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$286,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$396,386,757
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2012-12-31222027092
2011 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,354,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,248,721
Total income from all sources (including contributions)2011-12-31$75,388,627
Total of all expenses incurred2011-12-31$313,453,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$313,453,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$4,488,322,418
Value of total assets at beginning of year2011-12-31$4,728,281,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Liabilities. Value of operating payables at end of year2011-12-31$4,354,673
Liabilities. Value of operating payables at beginning of year2011-12-31$6,248,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-238,064,678
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,483,967,745
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,722,032,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$4,488,322,418
Value of interest in master investment trust accounts at beginning of year2011-12-31$4,455,281,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$273,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$313,453,305
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2011-12-31222027092
2010 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,248,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,994,054
Total income from all sources (including contributions)2010-12-31$871,071,416
Total of all expenses incurred2010-12-31$286,812,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$286,812,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$270,000,000
Value of total assets at end of year2010-12-31$4,455,281,144
Value of total assets at beginning of year2010-12-31$3,868,767,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Liabilities. Value of operating payables at end of year2010-12-31$6,248,721
Liabilities. Value of operating payables at beginning of year2010-12-31$3,994,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$584,258,808
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,449,032,423
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,864,773,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$4,455,281,144
Value of interest in master investment trust accounts at beginning of year2010-12-31$3,868,767,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$270,000,000
Employer contributions (assets) at end of year2010-12-31$273,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$286,812,608
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2010-12-31222027092
2009 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN

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

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