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MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 401k Plan overview

Plan NameMSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN
Plan identification number 004

MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MERCK & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:MERCK & CO., INC.
Employer identification number (EIN):221918501
NAIC Classification:325410

Additional information about MERCK & CO., INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-03-01
Company Identification Number: 0007661806
Legal Registered Office Address: 2000 GALLOPING HILL RD

KENILWORTH
United States of America (USA)
07033

More information about MERCK & CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042024-01-01TIMOTHY G. DILLANE
0042023-01-01
0042023-01-01TIMOTHY G. DILLANE
0042022-01-01
0042022-01-01TIMOTHY G. DILLANE
0042021-01-01
0042021-01-01TIM DILLANE
0042020-01-01
0042019-01-01
0042018-01-01CAROLINE LITCHFIELD
0042017-01-01MARK MCDONOUGH
0042016-01-01MARK MCDONOUGH
0042015-01-01MARK MCDONOUGH
0042014-01-01MARK MCDONOUGH
0042013-01-01MARK MCDONOUGH
0042012-01-01MARK MCDONOUGH
0042011-01-01MARK E. MCDONOUGH, VP TREASURER MARK E. MCDONOUGH, VP TREASURER2012-10-05
0042010-01-01MARK E. MCDONOUGH MARK E. MCDONOUGH, VP TREASURER2011-10-07
0042009-01-01MARK E. MCDONOUGH, VP TREASURER MARK E. MCDONOUGH, VP TREASURER2010-10-07

Financial Data on MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN

Measure Date Value
2023 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$4,975
Total transfer of assets from this plan2023-12-31$2,943,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$96,592,707
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$58,409,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$58,404,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$28,125,209
Value of total assets at end of year2023-12-31$498,619,440
Value of total assets at beginning of year2023-12-31$463,374,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$5,260
Total interest from all sources2023-12-31$545,798
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$45,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$21,802,532
Participant contributions at end of year2023-12-31$9,901,823
Participant contributions at beginning of year2023-12-31$9,175,679
Participant contributions at end of year2023-12-31$816,429
Participant contributions at beginning of year2023-12-31$724,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$38,183,233
Value of net assets at end of year (total assets less liabilities)2023-12-31$498,619,440
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$463,374,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest on participant loans2023-12-31$545,798
Value of interest in master investment trust accounts at end of year2023-12-31$487,656,775
Value of interest in master investment trust accounts at beginning of year2023-12-31$453,256,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$6,322,677
Employer contributions (assets) at end of year2023-12-31$244,413
Employer contributions (assets) at beginning of year2023-12-31$217,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$58,404,214
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2023-12-31134008324
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$4,975
Total transfer of assets from this plan2023-01-01$2,943,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$96,592,707
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$58,409,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$58,404,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$28,125,209
Value of total assets at end of year2023-01-01$498,619,440
Value of total assets at beginning of year2023-01-01$463,374,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$5,260
Total interest from all sources2023-01-01$545,798
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$45,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$21,802,532
Participant contributions at end of year2023-01-01$9,901,823
Participant contributions at beginning of year2023-01-01$9,175,679
Participant contributions at end of year2023-01-01$816,429
Participant contributions at beginning of year2023-01-01$724,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$38,183,233
Value of net assets at end of year (total assets less liabilities)2023-01-01$498,619,440
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$463,374,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Interest on participant loans2023-01-01$545,798
Value of interest in master investment trust accounts at end of year2023-01-01$487,656,775
Value of interest in master investment trust accounts at beginning of year2023-01-01$453,256,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$6,322,677
Employer contributions (assets) at end of year2023-01-01$244,413
Employer contributions (assets) at beginning of year2023-01-01$217,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$58,404,214
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2023-01-01134008324
2022 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$721,683
Total transfer of assets from this plan2022-12-31$1,328,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-16,345,130
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$60,171,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,141,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,251,019
Value of total assets at end of year2022-12-31$463,374,837
Value of total assets at beginning of year2022-12-31$540,498,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,433
Total interest from all sources2022-12-31$440,216
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$45,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$23,614,404
Participant contributions at end of year2022-12-31$9,175,679
Participant contributions at beginning of year2022-12-31$9,589,157
Participant contributions at end of year2022-12-31$724,572
Participant contributions at beginning of year2022-12-31$752,220
Administrative expenses (other) incurred2022-12-31$30,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-76,516,726
Value of net assets at end of year (total assets less liabilities)2022-12-31$463,374,837
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$540,498,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$440,216
Value of interest in master investment trust accounts at end of year2022-12-31$453,256,782
Value of interest in master investment trust accounts at beginning of year2022-12-31$529,941,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,636,615
Employer contributions (assets) at end of year2022-12-31$217,804
Employer contributions (assets) at beginning of year2022-12-31$215,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,141,163
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-12-31134008324
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$721,683
Total transfer of assets from this plan2022-01-01$1,328,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-16,345,130
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$60,171,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$60,141,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$30,251,019
Value of total assets at end of year2022-01-01$463,374,837
Value of total assets at beginning of year2022-01-01$540,498,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$30,433
Total interest from all sources2022-01-01$440,216
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$45,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$23,614,404
Participant contributions at end of year2022-01-01$9,175,679
Participant contributions at beginning of year2022-01-01$9,589,157
Participant contributions at end of year2022-01-01$724,572
Participant contributions at beginning of year2022-01-01$752,220
Administrative expenses (other) incurred2022-01-01$30,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-76,516,726
Value of net assets at end of year (total assets less liabilities)2022-01-01$463,374,837
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$540,498,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Interest on participant loans2022-01-01$440,216
Value of interest in master investment trust accounts at end of year2022-01-01$453,256,782
Value of interest in master investment trust accounts at beginning of year2022-01-01$529,941,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$6,636,615
Employer contributions (assets) at end of year2022-01-01$217,804
Employer contributions (assets) at beginning of year2022-01-01$215,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$60,141,163
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-01-01134008324
2021 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,612,538
Total transfer of assets from this plan2021-12-31$4,534,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$98,141,945
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$56,495,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,468,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$31,393,844
Value of total assets at end of year2021-12-31$540,498,097
Value of total assets at beginning of year2021-12-31$501,774,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,246
Total interest from all sources2021-12-31$496,569
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$45,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$25,254,479
Participant contributions at end of year2021-12-31$9,589,157
Participant contributions at beginning of year2021-12-31$9,916,574
Participant contributions at end of year2021-12-31$752,220
Participant contributions at beginning of year2021-12-31$581,803
Administrative expenses (other) incurred2021-12-31$27,246
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$41,646,163
Value of net assets at end of year (total assets less liabilities)2021-12-31$540,498,097
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$501,774,322
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
Interest on participant loans2021-12-31$496,569
Value of interest in master investment trust accounts at end of year2021-12-31$529,941,614
Value of interest in master investment trust accounts at beginning of year2021-12-31$491,096,808
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
Contributions received in cash from employer2021-12-31$6,139,365
Employer contributions (assets) at end of year2021-12-31$215,106
Employer contributions (assets) at beginning of year2021-12-31$179,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$56,468,536
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$58,226
Total transfer of assets from this plan2020-12-31$2,155,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$81,023,968
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$39,725,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,699,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,484,696
Value of total assets at end of year2020-12-31$501,774,322
Value of total assets at beginning of year2020-12-31$462,573,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,361
Total interest from all sources2020-12-31$568,699
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$45,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$21,313,889
Participant contributions at end of year2020-12-31$9,916,574
Participant contributions at beginning of year2020-12-31$10,737,592
Participant contributions at end of year2020-12-31$581,803
Participant contributions at beginning of year2020-12-31$259,943
Administrative expenses (other) incurred2020-12-31$26,361
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$41,297,988
Value of net assets at end of year (total assets less liabilities)2020-12-31$501,774,322
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$462,573,588
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
Interest on participant loans2020-12-31$568,699
Value of interest in master investment trust accounts at end of year2020-12-31$491,096,808
Value of interest in master investment trust accounts at beginning of year2020-12-31$451,501,331
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
Contributions received in cash from employer2020-12-31$6,170,807
Employer contributions (assets) at end of year2020-12-31$179,137
Employer contributions (assets) at beginning of year2020-12-31$74,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,699,619
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$471,940
Total transfer of assets from this plan2019-12-31$6,196,412
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$112,323,127
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$29,808,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,768,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,193,510
Value of total assets at end of year2019-12-31$462,573,588
Value of total assets at beginning of year2019-12-31$385,783,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,002
Total interest from all sources2019-12-31$531,232
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$45,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$19,767,351
Participant contributions at end of year2019-12-31$10,737,592
Participant contributions at beginning of year2019-12-31$9,681,426
Participant contributions at end of year2019-12-31$259,943
Participant contributions at beginning of year2019-12-31$196,597
Administrative expenses (other) incurred2019-12-31$40,002
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$82,514,738
Value of net assets at end of year (total assets less liabilities)2019-12-31$462,573,588
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$385,783,322
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
Interest on participant loans2019-12-31$531,232
Value of interest in master investment trust accounts at end of year2019-12-31$451,501,331
Value of interest in master investment trust accounts at beginning of year2019-12-31$375,864,581
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
Contributions received in cash from employer2019-12-31$5,426,159
Employer contributions (assets) at end of year2019-12-31$74,722
Employer contributions (assets) at beginning of year2019-12-31$40,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,768,387
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
2018 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$238,127
Total transfer of assets from this plan2018-12-31$33,443,390
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$31,300,101
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$35,300,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$35,300,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$23,135,005
Value of total assets at end of year2018-12-31$385,783,322
Value of total assets at beginning of year2018-12-31$422,989,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$577,888
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$45,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$18,020,280
Participant contributions at end of year2018-12-31$9,681,426
Participant contributions at beginning of year2018-12-31$10,901,294
Participant contributions at end of year2018-12-31$196,597
Participant contributions at beginning of year2018-12-31$371,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,000,563
Value of net assets at end of year (total assets less liabilities)2018-12-31$385,783,322
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$422,989,148
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
Interest on participant loans2018-12-31$577,888
Value of interest in master investment trust accounts at end of year2018-12-31$375,864,581
Value of interest in master investment trust accounts at beginning of year2018-12-31$411,601,266
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$5,114,725
Employer contributions (assets) at end of year2018-12-31$40,718
Employer contributions (assets) at beginning of year2018-12-31$115,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$35,300,664
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$238,743
Total transfer of assets from this plan2017-12-31$46,459,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$78,619,229
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$41,790,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$41,790,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,940,169
Value of total assets at end of year2017-12-31$422,989,148
Value of total assets at beginning of year2017-12-31$432,380,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$582,750
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$45,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$18,473,977
Participant contributions at end of year2017-12-31$10,901,294
Participant contributions at beginning of year2017-12-31$11,731,535
Participant contributions at end of year2017-12-31$371,384
Participant contributions at beginning of year2017-12-31$299,881
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$36,828,979
Value of net assets at end of year (total assets less liabilities)2017-12-31$422,989,148
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$432,380,936
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
Interest on participant loans2017-12-31$582,750
Value of interest in master investment trust accounts at end of year2017-12-31$411,601,266
Value of interest in master investment trust accounts at beginning of year2017-12-31$420,259,428
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$5,466,192
Employer contributions (assets) at end of year2017-12-31$115,204
Employer contributions (assets) at beginning of year2017-12-31$90,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$41,790,250
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$171,118
Total transfer of assets from this plan2016-12-31$713,804
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$59,308,026
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$25,179,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,179,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$25,136,237
Value of total assets at end of year2016-12-31$432,380,936
Value of total assets at beginning of year2016-12-31$398,795,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$577,009
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$45,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$746
Contributions received from participants2016-12-31$19,235,996
Participant contributions at end of year2016-12-31$11,731,535
Participant contributions at beginning of year2016-12-31$11,624,942
Participant contributions at end of year2016-12-31$299,881
Participant contributions at beginning of year2016-12-31$207,377
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$34,128,387
Value of net assets at end of year (total assets less liabilities)2016-12-31$432,380,936
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$398,795,235
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
Interest on participant loans2016-12-31$577,009
Value of interest in master investment trust accounts at end of year2016-12-31$420,259,428
Value of interest in master investment trust accounts at beginning of year2016-12-31$386,898,073
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$5,900,241
Employer contributions (assets) at end of year2016-12-31$90,092
Employer contributions (assets) at beginning of year2016-12-31$64,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,179,639
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$401,642
Total transfer of assets from this plan2015-12-31$1,304,332
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$27,200,172
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,538,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,538,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,381,613
Value of total assets at end of year2015-12-31$398,795,235
Value of total assets at beginning of year2015-12-31$405,035,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$610,080
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$55,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$19,327,142
Participant contributions at end of year2015-12-31$11,624,942
Participant contributions at beginning of year2015-12-31$12,301,066
Participant contributions at end of year2015-12-31$207,377
Participant contributions at beginning of year2015-12-31$527,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,337,926
Value of net assets at end of year (total assets less liabilities)2015-12-31$398,795,235
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$405,035,851
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
Interest on participant loans2015-12-31$610,080
Value of interest in master investment trust accounts at end of year2015-12-31$386,898,073
Value of interest in master investment trust accounts at beginning of year2015-12-31$392,038,323
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$6,054,471
Employer contributions (assets) at end of year2015-12-31$64,843
Employer contributions (assets) at beginning of year2015-12-31$168,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,538,098
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$213,514
Total transfer of assets from this plan2014-12-31$38,996,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$63,957,447
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$43,655,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,655,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$28,131,199
Value of total assets at end of year2014-12-31$405,035,851
Value of total assets at beginning of year2014-12-31$423,516,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$660,628
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$55,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$21,160,782
Participant contributions at end of year2014-12-31$12,301,066
Participant contributions at beginning of year2014-12-31$13,040,779
Participant contributions at end of year2014-12-31$527,909
Participant contributions at beginning of year2014-12-31$526,118
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$20,301,898
Value of net assets at end of year (total assets less liabilities)2014-12-31$405,035,851
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$423,516,649
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
Interest on participant loans2014-12-31$660,628
Value of interest in master investment trust accounts at end of year2014-12-31$392,038,323
Value of interest in master investment trust accounts at beginning of year2014-12-31$409,773,644
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$6,970,417
Employer contributions (assets) at end of year2014-12-31$168,553
Employer contributions (assets) at beginning of year2014-12-31$176,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$43,655,549
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$2,849,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$109,096,295
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$40,912,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$40,912,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$29,666,228
Value of total assets at end of year2013-12-31$423,516,649
Value of total assets at beginning of year2013-12-31$358,182,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$635,067
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$55,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$22,276,940
Participant contributions at end of year2013-12-31$13,040,779
Participant contributions at beginning of year2013-12-31$12,604,481
Participant contributions at end of year2013-12-31$526,118
Participant contributions at beginning of year2013-12-31$365,053
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$890,124
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$68,184,152
Value of net assets at end of year (total assets less liabilities)2013-12-31$423,516,649
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$358,182,192
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
Interest on participant loans2013-12-31$635,067
Value of interest in master investment trust accounts at end of year2013-12-31$409,773,644
Value of interest in master investment trust accounts at beginning of year2013-12-31$344,199,081
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$7,389,288
Employer contributions (assets) at end of year2013-12-31$176,108
Employer contributions (assets) at beginning of year2013-12-31$123,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$40,912,143
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$109,782
Total transfer of assets from this plan2012-12-31$1,783,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$75,891,675
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$34,912,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,912,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$29,066,245
Value of total assets at end of year2012-12-31$358,182,192
Value of total assets at beginning of year2012-12-31$318,876,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$621,158
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$55,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$21,737,623
Participant contributions at end of year2012-12-31$12,604,481
Participant contributions at beginning of year2012-12-31$11,527,438
Participant contributions at end of year2012-12-31$365,053
Participant contributions at beginning of year2012-12-31$723,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$890,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$5,460,119
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$40,979,532
Value of net assets at end of year (total assets less liabilities)2012-12-31$358,182,192
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$318,876,028
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
Interest on participant loans2012-12-31$621,158
Value of interest in master investment trust accounts at end of year2012-12-31$344,199,081
Value of interest in master investment trust accounts at beginning of year2012-12-31$306,370,470
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$7,328,622
Employer contributions (assets) at end of year2012-12-31$123,453
Employer contributions (assets) at beginning of year2012-12-31$254,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$34,912,143
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$13,717
Total transfer of assets from this plan2011-12-31$654,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$34,315,021
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$31,491,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$31,491,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$29,607,386
Value of total assets at end of year2011-12-31$318,876,028
Value of total assets at beginning of year2011-12-31$316,693,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$643,418
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$55,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$22,126,764
Participant contributions at end of year2011-12-31$11,527,438
Participant contributions at beginning of year2011-12-31$10,951,015
Participant contributions at end of year2011-12-31$723,736
Participant contributions at beginning of year2011-12-31$706,557
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$2,823,809
Value of net assets at end of year (total assets less liabilities)2011-12-31$318,876,028
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$316,693,086
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
Interest on participant loans2011-12-31$643,418
Value of interest in master investment trust accounts at end of year2011-12-31$306,370,470
Value of interest in master investment trust accounts at beginning of year2011-12-31$304,785,676
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$7,480,622
Employer contributions (assets) at end of year2011-12-31$254,384
Employer contributions (assets) at beginning of year2011-12-31$249,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$31,491,212
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$606,557
Total transfer of assets from this plan2010-12-31$1,975,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$65,514,045
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$28,205,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$28,205,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$40,218,264
Value of total assets at end of year2010-12-31$316,693,086
Value of total assets at beginning of year2010-12-31$280,753,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$631,722
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$45,000,000
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
Contributions received from participants2010-12-31$33,265,917
Participant contributions at end of year2010-12-31$10,951,015
Participant contributions at beginning of year2010-12-31$9,577,133
Participant contributions at end of year2010-12-31$706,557
Participant contributions at beginning of year2010-12-31$605,726
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$37,308,095
Value of net assets at end of year (total assets less liabilities)2010-12-31$316,693,086
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$280,753,984
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
Interest on participant loans2010-12-31$631,722
Value of interest in master investment trust accounts at end of year2010-12-31$304,785,676
Value of interest in master investment trust accounts at beginning of year2010-12-31$270,356,269
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$6,952,347
Employer contributions (assets) at end of year2010-12-31$249,838
Employer contributions (assets) at beginning of year2010-12-31$214,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$28,205,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324

Form 5500 Responses for MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN

2023: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MSD EMPLOYEE STOCK PURCHASE AND SAVINGS 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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