BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS has sponsored the creation of one or more 401k plans.
Additional information about BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS
Submission information for form 5500 for 401k plan 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 |
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2021 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2021 401k financial data |
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Total transfer of assets from this plan | 2021-12-31 | $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 incurred | 2021-12-31 | $5,247,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,247,121 |
Value of total assets at end of year | 2021-12-31 | $0 |
Value of total assets at beginning of year | 2021-12-31 | $30,184,253 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $763,000 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $29,421,253 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,247,121 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2020 401k financial data |
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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 incurred | 2020-12-31 | $7,747,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,747,047 |
Value of total assets at end of year | 2020-12-31 | $30,184,253 |
Value of total assets at beginning of year | 2020-12-31 | $33,305,674 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $763,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $82,564 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $29,421,253 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $33,305,674 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,747,047 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2020-12-31 | 222027092 |
2019 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2019 401k financial data |
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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 incurred | 2019-12-31 | $8,719,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,719,150 |
Value of total assets at end of year | 2019-12-31 | $33,305,674 |
Value of total assets at beginning of year | 2019-12-31 | $35,882,888 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $94,722 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $33,305,674 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $35,882,888 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,719,150 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2019-12-31 | 222027092 |
2018 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2018 401k financial data |
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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 incurred | 2018-12-31 | $8,529,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $35,882,888 |
Value of total assets at beginning of year | 2018-12-31 | $41,564,715 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $526,012 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $35,882,888 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $41,564,715 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,693,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,529,669 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2018-12-31 | 222027092 |
2017 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2017 401k financial data |
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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 incurred | 2017-12-31 | $8,638,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $41,564,715 |
Value of total assets at beginning of year | 2017-12-31 | $40,516,068 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $181,395 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $41,564,715 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $40,516,068 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $4,371,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,638,358 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2017-12-31 | 222027092 |
2016 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2016 401k financial data |
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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 incurred | 2016-12-31 | $7,426,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $40,516,068 |
Value of total assets at beginning of year | 2016-12-31 | $40,135,515 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $88,665 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $40,516,068 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $40,135,515 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $5,817,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,426,862 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2016-12-31 | 222027092 |
2015 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2015 401k financial data |
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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 incurred | 2015-12-31 | $8,191,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $40,135,515 |
Value of total assets at beginning of year | 2015-12-31 | $40,984,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $87,744 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $40,135,515 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $40,984,522 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $6,822,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,191,937 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2015-12-31 | 222027092 |
2014 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN 2014 401k financial data |
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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 incurred | 2014-12-31 | $9,076,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $40,984,522 |
Value of total assets at beginning of year | 2014-12-31 | $40,425,039 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $46,150 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $40,984,522 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $40,425,039 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $6,822,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,076,834 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2014-12-31 | 222027092 |
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 incurred | 2013-12-31 | $9,110,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $40,425,039 |
Value of total assets at beginning of year | 2013-12-31 | $35,008,173 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $46,014 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $40,425,039 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $35,008,173 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $8,648,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,110,269 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2013-12-31 | 222027092 |
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 incurred | 2012-12-31 | $8,103,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $35,008,173 |
Value of total assets at beginning of year | 2012-12-31 | $30,739,759 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $31,605 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $35,008,173 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $30,739,759 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $9,322,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,103,092 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2012-12-31 | 222027092 |
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 incurred | 2011-12-31 | $8,917,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $30,739,759 |
Value of total assets at beginning of year | 2011-12-31 | $31,028,640 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $31,512 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $30,739,759 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $31,028,640 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $8,597,772 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,917,546 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2011-12-31 | 222027092 |
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 incurred | 2010-12-31 | $8,320,242 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $31,028,640 |
Value of total assets at beginning of year | 2010-12-31 | $28,017,279 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $20,420 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $7,750 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $31,052 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $31,028,640 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $27,180,107 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $9,305,722 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $816,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $8,320,242 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2010-12-31 | 222027092 |