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BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 401k Plan overview

Plan NameBRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN
Plan identification number 505

BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

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 LONG TERM DISABILITY INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052020-01-01
5052019-01-01
5052018-01-01
5052017-01-01LISA S. GOLDEY
5052016-01-01LISA S. GOLDEY
5052015-01-01LISA S. GOLDEY LISA S. GOLDEY2016-10-14
5052014-01-01LISA S. GOLDEY LISA S. GOLDEY2015-10-14
5052013-01-01LISA S. GOLDEY LISA S. GOLDEY2014-10-10
5052012-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2013-10-11
5052011-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2012-10-10
5052009-01-01RICHARD C. LODATO RICHARD C. LODATO2010-10-14
5052009-01-01RICHARD LODATO RICHARD LODATO2010-10-15

Plan Statistics for BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN

Measure Date Value
2020: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,555
Total number of active participants reported on line 7a of the Form 55002020-01-0112,224
Total of all active and inactive participants2020-01-0112,224
Total participants2020-01-0112,224
2019: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,638
Total number of active participants reported on line 7a of the Form 55002019-01-0110,555
Total of all active and inactive participants2019-01-0110,555
Total participants2019-01-0110,555
2018: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,717
Total number of active participants reported on line 7a of the Form 55002018-01-0110,638
Total of all active and inactive participants2018-01-0110,638
Total participants2018-01-0110,638
2017: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111,333
Total number of active participants reported on line 7a of the Form 55002017-01-0110,717
Total of all active and inactive participants2017-01-0110,717
Total participants2017-01-0110,717
2016: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,185
Total number of active participants reported on line 7a of the Form 55002016-01-0111,333
Total of all active and inactive participants2016-01-0111,333
Total participants2016-01-0111,333
2015: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112,331
Total number of active participants reported on line 7a of the Form 55002015-01-0111,185
Total of all active and inactive participants2015-01-0111,185
Total participants2015-01-0111,185
2014: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113,010
Total number of active participants reported on line 7a of the Form 55002014-01-0112,331
Total of all active and inactive participants2014-01-0112,331
Total participants2014-01-0112,331
2013: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112,503
Total number of active participants reported on line 7a of the Form 55002013-01-0113,010
Total of all active and inactive participants2013-01-0113,010
Total participants2013-01-0113,010
2012: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112,861
Total number of active participants reported on line 7a of the Form 55002012-01-0112,503
Total of all active and inactive participants2012-01-0112,503
Total participants2012-01-0112,503
2011: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,673
Total number of active participants reported on line 7a of the Form 55002011-01-0112,861
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0112,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112,861
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115,094
Total number of active participants reported on line 7a of the Form 55002009-01-0113,275
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0113,275

Financial Data on BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN

Measure Date Value
2021 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$25,985,050
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$82,564
Total income from all sources (including contributions)2021-12-31$1,130,482
Total of all expenses incurred2021-12-31$5,247,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,247,121
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$30,184,253
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$763,000
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$82,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,116,639
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,101,689
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$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$29,421,253
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,247,121
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 PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$82,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$94,722
Total income from all sources (including contributions)2020-12-31$4,637,784
Total of all expenses incurred2020-12-31$7,747,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,747,047
Value of total assets at end of year2020-12-31$30,184,253
Value of total assets at beginning of year2020-12-31$33,305,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$763,000
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$82,564
Liabilities. Value of operating payables at beginning of year2020-12-31$94,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,109,263
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,101,689
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,210,952
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$29,421,253
Value of interest in master investment trust accounts at beginning of year2020-12-31$33,305,674
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,747,047
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2020-12-31222027092
2019 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$94,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$526,012
Total income from all sources (including contributions)2019-12-31$6,573,226
Total of all expenses incurred2019-12-31$8,719,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,719,150
Value of total assets at end of year2019-12-31$33,305,674
Value of total assets at beginning of year2019-12-31$35,882,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Liabilities. Value of operating payables at end of year2019-12-31$94,722
Liabilities. Value of operating payables at beginning of year2019-12-31$526,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-2,145,924
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,210,952
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,356,876
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$33,305,674
Value of interest in master investment trust accounts at beginning of year2019-12-31$35,882,888
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$8,719,150
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 plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2019-12-31222027092
2018 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$526,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$181,395
Total income from all sources (including contributions)2018-12-31$2,503,225
Total of all expenses incurred2018-12-31$8,529,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,529,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,693,333
Value of total assets at end of year2018-12-31$35,882,888
Value of total assets at beginning of year2018-12-31$41,564,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Liabilities. Value of operating payables at end of year2018-12-31$526,012
Liabilities. Value of operating payables at beginning of year2018-12-31$181,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,026,444
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,356,876
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,383,320
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$35,882,888
Value of interest in master investment trust accounts at beginning of year2018-12-31$41,564,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,693,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,529,669
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 plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2018-12-31222027092
2017 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$181,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$88,665
Total income from all sources (including contributions)2017-12-31$9,594,275
Total of all expenses incurred2017-12-31$8,638,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,638,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,371,333
Value of total assets at end of year2017-12-31$41,564,715
Value of total assets at beginning of year2017-12-31$40,516,068
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$181,395
Liabilities. Value of operating payables at beginning of year2017-12-31$88,665
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$955,917
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,383,320
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,427,403
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$41,564,715
Value of interest in master investment trust accounts at beginning of year2017-12-31$40,516,068
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$4,371,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,638,358
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 plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2017-12-31222027092
2016 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$88,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$87,744
Total income from all sources (including contributions)2016-12-31$7,806,494
Total of all expenses incurred2016-12-31$7,426,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,426,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,817,000
Value of total assets at end of year2016-12-31$40,516,068
Value of total assets at beginning of year2016-12-31$40,135,515
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$88,665
Liabilities. Value of operating payables at beginning of year2016-12-31$87,744
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$379,632
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,427,403
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,047,771
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$40,516,068
Value of interest in master investment trust accounts at beginning of year2016-12-31$40,135,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,817,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,426,862
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 plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2016-12-31222027092
2015 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$87,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$46,150
Total income from all sources (including contributions)2015-12-31$7,301,336
Total of all expenses incurred2015-12-31$8,191,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,191,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,822,000
Value of total assets at end of year2015-12-31$40,135,515
Value of total assets at beginning of year2015-12-31$40,984,522
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$87,744
Liabilities. Value of operating payables at beginning of year2015-12-31$46,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-890,601
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,047,771
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,938,372
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$40,135,515
Value of interest in master investment trust accounts at beginning of year2015-12-31$40,984,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,822,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,191,937
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 plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2015-12-31222027092
2014 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$46,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,014
Total income from all sources (including contributions)2014-12-31$9,636,181
Total of all expenses incurred2014-12-31$9,076,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,076,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,822,000
Value of total assets at end of year2014-12-31$40,984,522
Value of total assets at beginning of year2014-12-31$40,425,039
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$46,150
Liabilities. Value of operating payables at beginning of year2014-12-31$46,014
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$559,347
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,938,372
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,379,025
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$40,984,522
Value of interest in master investment trust accounts at beginning of year2014-12-31$40,425,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,822,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,076,834
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 plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2014-12-31222027092
2013 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$46,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,605
Total income from all sources (including contributions)2013-12-31$14,512,726
Total of all expenses incurred2013-12-31$9,110,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,110,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,648,279
Value of total assets at end of year2013-12-31$40,425,039
Value of total assets at beginning of year2013-12-31$35,008,173
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$46,014
Liabilities. Value of operating payables at beginning of year2013-12-31$31,605
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$5,402,457
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,379,025
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,976,568
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$40,425,039
Value of interest in master investment trust accounts at beginning of year2013-12-31$35,008,173
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$8,648,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,110,269
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 plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2013-12-31222027092
2012 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$31,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,512
Total income from all sources (including contributions)2012-12-31$12,371,413
Total of all expenses incurred2012-12-31$8,103,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,103,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,322,000
Value of total assets at end of year2012-12-31$35,008,173
Value of total assets at beginning of year2012-12-31$30,739,759
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$31,605
Liabilities. Value of operating payables at beginning of year2012-12-31$31,512
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$4,268,321
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,976,568
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,708,247
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$35,008,173
Value of interest in master investment trust accounts at beginning of year2012-12-31$30,739,759
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$9,322,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,103,092
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 plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2012-12-31222027092
2011 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$31,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,052
Total income from all sources (including contributions)2011-12-31$8,628,205
Total of all expenses incurred2011-12-31$8,917,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,917,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,597,772
Value of total assets at end of year2011-12-31$30,739,759
Value of total assets at beginning of year2011-12-31$31,028,640
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Liabilities. Value of operating payables at end of year2011-12-31$31,512
Liabilities. Value of operating payables at beginning of year2011-12-31$31,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-289,341
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,708,247
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,997,588
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$30,739,759
Value of interest in master investment trust accounts at beginning of year2011-12-31$31,028,640
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$8,597,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,917,546
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 plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2011-12-31222027092
2010 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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$31,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$411,825
Total income from all sources (including contributions)2010-12-31$11,712,376
Total of all expenses incurred2010-12-31$8,320,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,320,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,305,722
Value of total assets at end of year2010-12-31$31,028,640
Value of total assets at beginning of year2010-12-31$28,017,279
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$20,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,750
Liabilities. Value of operating payables at end of year2010-12-31$31,052
Liabilities. Value of operating payables at beginning of year2010-12-31$404,075
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$3,392,134
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,997,588
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,605,454
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$31,028,640
Value of interest in master investment trust accounts at beginning of year2010-12-31$27,180,107
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$9,305,722
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$816,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,320,242
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 plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2010-12-31222027092

Form 5500 Responses for BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN

2020: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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 LONG TERM DISABILITY 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 LONG TERM DISABILITY 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 LONG TERM DISABILITY 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 LONG TERM DISABILITY 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 LONG TERM DISABILITY 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 LONG TERM DISABILITY 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 LONG TERM DISABILITY INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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 LONG TERM DISABILITY 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
2009: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY 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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