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BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 401k Plan overview

Plan NameBAE SYSTEMS RETIREE WELFARE BENEFIT PLAN
Plan identification number 515

BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Other welfare benefit cover

401k Sponsoring company profile

BAE SYSTEMS INC has sponsored the creation of one or more 401k plans.

Company Name:BAE SYSTEMS INC
Employer identification number (EIN):223537950
NAIC Classification:336410

Additional information about BAE SYSTEMS INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2777144

More information about BAE SYSTEMS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5152023-01-01JODI COULTER2024-10-09
5152022-01-01JODI COULTER2023-10-12
5152021-01-01JODI COULTER2022-10-14
5152020-01-01TARA W. OLIVET2021-10-12
5152020-01-01TARA W. OLIVET2021-12-07
5152019-01-01TARA W. OLIVET2020-10-12
5152019-01-01TARA W. OLIVET2021-10-12
5152019-01-01TARA W. OLIVET2021-12-07
5152018-01-01TARA W. OLIVET2019-10-14
5152018-01-01TARA W. OLIVET2021-10-12
5152018-01-01TARA W. OLIVET2021-12-07
5152017-01-01
5152017-01-01TARA W. OLIVET2021-03-22
5152016-01-01
5152016-01-01TARA W. OLIVET2021-03-22
5152015-01-01
5152015-01-01
5152014-01-01CHANDRA CHUDAMANI
5152013-01-01
5152012-01-01SETH T. PERRETTA
5152011-01-01MARC WHIPPLE

Financial Data on BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN

Measure Date Value
2023 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$451,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$135,187,331
Total income from all sources (including contributions)2023-12-31$9,203,072
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,542,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,590,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$752,542
Value of total assets at end of year2023-12-31$162,100,738
Value of total assets at beginning of year2023-12-31$299,176,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,952,047
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,581,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$5,581,554
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$337,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$350,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$136,291,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$250,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$134,604,397
Administrative expenses (other) incurred2023-12-31$1,045,000
Total non interest bearing cash at end of year2023-12-31$5,235,280
Total non interest bearing cash at beginning of year2023-12-31$2,183,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-2,339,212
Value of net assets at end of year (total assets less liabilities)2023-12-31$161,649,664
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$163,988,876
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
Investment advisory and management fees2023-12-31$120,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$156,514,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$160,701,742
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,781,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,868,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
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$415,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,808,454
Contract administrator fees2023-12-31$509,159
Liabilities. Value of benefit claims payable at end of year2023-12-31$200,700
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$582,934
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 name2023-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-12-31133891517
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$451,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$135,187,331
Total income from all sources (including contributions)2023-01-01$9,203,072
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$11,542,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$9,590,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$752,542
Value of total assets at end of year2023-01-01$162,100,738
Value of total assets at beginning of year2023-01-01$299,176,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,952,047
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$5,581,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$5,581,554
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$50,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$337,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$350,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$136,291,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$250,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$134,604,397
Administrative expenses (other) incurred2023-01-01$1,045,000
Total non interest bearing cash at end of year2023-01-01$5,235,280
Total non interest bearing cash at beginning of year2023-01-01$2,183,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-2,339,212
Value of net assets at end of year (total assets less liabilities)2023-01-01$161,649,664
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$163,988,876
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
Investment advisory and management fees2023-01-01$120,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$156,514,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$160,701,742
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$1,781,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,868,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
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$415,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$7,808,454
Contract administrator fees2023-01-01$509,159
Liabilities. Value of benefit claims payable at end of year2023-01-01$200,700
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$582,934
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 name2023-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-01-01133891517
2022 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$135,187,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,967,853
Total income from all sources (including contributions)2022-12-31$-28,563,418
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,522,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,447,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$945,352
Value of total assets at end of year2022-12-31$299,176,207
Value of total assets at beginning of year2022-12-31$208,042,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,074,841
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,476,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,476,041
Administrative expenses professional fees incurred2022-12-31$332,498
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$421,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$136,291,225
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,973,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$134,604,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,642,849
Administrative expenses (other) incurred2022-12-31$1,229,300
Total non interest bearing cash at end of year2022-12-31$2,183,240
Total non interest bearing cash at beginning of year2022-12-31$686,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-42,086,224
Value of net assets at end of year (total assets less liabilities)2022-12-31$163,988,876
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$206,075,100
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
Investment advisory and management fees2022-12-31$2,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$160,701,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$205,383,233
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,485,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,984,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$524,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,962,006
Contract administrator fees2022-12-31$510,633
Liabilities. Value of benefit claims payable at end of year2022-12-31$582,934
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$325,004
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 name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$135,187,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,967,853
Total income from all sources (including contributions)2022-01-01$-28,563,418
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$13,522,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$11,447,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$945,352
Value of total assets at end of year2022-01-01$299,176,207
Value of total assets at beginning of year2022-01-01$208,042,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$2,074,841
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$5,476,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$5,476,041
Administrative expenses professional fees incurred2022-01-01$332,498
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$421,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$136,291,225
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1,973,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$134,604,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$1,642,849
Administrative expenses (other) incurred2022-01-01$1,229,300
Total non interest bearing cash at end of year2022-01-01$2,183,240
Total non interest bearing cash at beginning of year2022-01-01$686,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-42,086,224
Value of net assets at end of year (total assets less liabilities)2022-01-01$163,988,876
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$206,075,100
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
Investment advisory and management fees2022-01-01$2,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$160,701,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$205,383,233
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$1,485,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-34,984,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
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$524,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$9,962,006
Contract administrator fees2022-01-01$510,633
Liabilities. Value of benefit claims payable at end of year2022-01-01$582,934
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$325,004
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 name2022-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-01-01133891517
2021 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,967,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$286,725
Total income from all sources (including contributions)2021-12-31$9,731,396
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,215,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,190,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,295,647
Value of total assets at end of year2021-12-31$208,042,953
Value of total assets at beginning of year2021-12-31$210,846,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,025,856
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,438,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,438,666
Administrative expenses professional fees incurred2021-12-31$708,484
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$564,721
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,973,403
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,642,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,795,318
Total non interest bearing cash at end of year2021-12-31$686,317
Total non interest bearing cash at beginning of year2021-12-31$1,175,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,484,572
Value of net assets at end of year (total assets less liabilities)2021-12-31$206,075,100
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$210,559,672
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
Investment advisory and management fees2021-12-31$451,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$205,383,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$209,670,436
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,749,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$997,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$730,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,440,563
Contract administrator fees2021-12-31$70,457
Liabilities. Value of benefit claims payable at end of year2021-12-31$325,004
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$286,725
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 name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$286,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$154,026
Total income from all sources (including contributions)2020-12-31$8,291,196
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,740,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,459,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,559,985
Value of total assets at end of year2020-12-31$210,846,397
Value of total assets at beginning of year2020-12-31$214,162,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,280,068
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,436,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,436,459
Administrative expenses professional fees incurred2020-12-31$374,796
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$587,150
Administrative expenses (other) incurred2020-12-31$514,061
Total non interest bearing cash at end of year2020-12-31$1,175,961
Total non interest bearing cash at beginning of year2020-12-31$4,658,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,448,815
Value of net assets at end of year (total assets less liabilities)2020-12-31$210,559,672
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$214,008,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$209,670,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$209,504,454
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,150,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,294,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$972,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,309,888
Contract administrator fees2020-12-31$391,211
Liabilities. Value of benefit claims payable at end of year2020-12-31$286,725
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$154,026
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31131673581
2019 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$118,988
Total income from all sources (including contributions)2019-12-31$41,134,122
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,058,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,517,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,798,726
Value of total assets at end of year2019-12-31$214,162,513
Value of total assets at beginning of year2019-12-31$185,205,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,540,687
Total interest from all sources2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$458,953
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$757,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$118,988
Administrative expenses (other) incurred2019-12-31$1,571,338
Total non interest bearing cash at end of year2019-12-31$4,658,059
Total non interest bearing cash at beginning of year2019-12-31$2,108,994
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$29,075,920
Value of net assets at end of year (total assets less liabilities)2019-12-31$214,162,513
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$185,086,593
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
Investment advisory and management fees2019-12-31$49,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$209,504,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$183,096,587
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,217,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,335,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$2,040,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,300,119
Contract administrator fees2019-12-31$461,178
Liabilities. Value of benefit claims payable at end of year2019-12-31$154,026
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$240,496
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31131673581
2018 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$687,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$118,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$692,361
Total income from all sources (including contributions)2018-12-31$-14,007,085
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,493,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,250,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,736,413
Value of total assets at end of year2018-12-31$185,205,581
Value of total assets at beginning of year2018-12-31$213,967,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,243,096
Total interest from all sources2018-12-31$3,369
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
Administrative expenses professional fees incurred2018-12-31$312,580
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$881,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$167,500,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$118,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$692,361
Administrative expenses (other) incurred2018-12-31$2,319,200
Total non interest bearing cash at end of year2018-12-31$2,108,994
Total non interest bearing cash at beginning of year2018-12-31$399,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-27,500,836
Value of net assets at end of year (total assets less liabilities)2018-12-31$185,086,593
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$213,275,150
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
Investment advisory and management fees2018-12-31$48,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$183,096,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$46,066,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,369
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,452,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,376,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,854,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,798,357
Contract administrator fees2018-12-31$563,271
Liabilities. Value of benefit claims payable at end of year2018-12-31$240,496
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31131673581
2017 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$167,500,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$692,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$770,783
Total income from all sources (including contributions)2017-12-31$7,732,096
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,124,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,262,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,136,541
Value of total assets at end of year2017-12-31$213,967,511
Value of total assets at beginning of year2017-12-31$40,937,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$861,927
Total interest from all sources2017-12-31$0
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
Administrative expenses professional fees incurred2017-12-31$8,649
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$856,589
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,371,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$167,500,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$692,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$770,783
Administrative expenses (other) incurred2017-12-31$705,126
Total non interest bearing cash at end of year2017-12-31$399,951
Total non interest bearing cash at beginning of year2017-12-31$797,769
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$5,607,467
Value of net assets at end of year (total assets less liabilities)2017-12-31$213,275,150
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,166,873
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
Investment advisory and management fees2017-12-31$17,486
Value of interest in master investment trust accounts at end of year2017-12-31$46,066,750
Value of interest in master investment trust accounts at beginning of year2017-12-31$40,139,887
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$379,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$279,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$883,635
Contract administrator fees2017-12-31$130,666
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31131673581
2016 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$46,827,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$918,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,745,570
Total income from all sources (including contributions)2016-12-31$8,186,503
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,744,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,377,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,081,218
Value of total assets at end of year2016-12-31$42,235,495
Value of total assets at beginning of year2016-12-31$87,447,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$367,519
Total interest from all sources2016-12-31$0
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
Administrative expenses professional fees incurred2016-12-31$69,498
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,057,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,144,317
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$918,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,745,570
Administrative expenses (other) incurred2016-12-31$97,734
Total non interest bearing cash at end of year2016-12-31$797,769
Total non interest bearing cash at beginning of year2016-12-31$822,068
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$5,441,755
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,316,541
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$82,701,952
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
Investment advisory and management fees2016-12-31$20,421
Value of interest in master investment trust accounts at end of year2016-12-31$40,293,409
Value of interest in master investment trust accounts at beginning of year2016-12-31$86,625,454
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$403,400
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$4,023,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,973,829
Contract administrator fees2016-12-31$179,866
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31131673581
2015 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,745,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,767,609
Total income from all sources (including contributions)2015-12-31$16,106,978
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,633,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,239,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,790,203
Value of total assets at end of year2015-12-31$87,447,522
Value of total assets at beginning of year2015-12-31$85,996,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,394,466
Total interest from all sources2015-12-31$0
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
Administrative expenses professional fees incurred2015-12-31$68,622
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,435,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,745,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,767,609
Administrative expenses (other) incurred2015-12-31$1,092,872
Total non interest bearing cash at end of year2015-12-31$822,068
Total non interest bearing cash at beginning of year2015-12-31$706,324
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$1,473,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$82,701,952
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$81,228,894
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
Investment advisory and management fees2015-12-31$16,619
Value of interest in master investment trust accounts at end of year2015-12-31$86,625,454
Value of interest in master investment trust accounts at beginning of year2015-12-31$85,290,179
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$434,415
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$5,355,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,805,039
Contract administrator fees2015-12-31$1,216,353
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31131673581
2014 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,767,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,902,877
Total income from all sources (including contributions)2014-12-31$23,323,196
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$15,987,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,738,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,735,912
Value of total assets at end of year2014-12-31$85,996,503
Value of total assets at beginning of year2014-12-31$77,795,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,249,133
Total interest from all sources2014-12-31$0
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
Administrative expenses professional fees incurred2014-12-31$159,200
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$11,967,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,767,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,902,877
Administrative expenses (other) incurred2014-12-31$1,239,719
Total non interest bearing cash at end of year2014-12-31$706,324
Total non interest bearing cash at beginning of year2014-12-31$861,273
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$7,335,987
Value of net assets at end of year (total assets less liabilities)2014-12-31$81,228,894
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,892,907
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
Investment advisory and management fees2014-12-31$34,011
Value of interest in master investment trust accounts at end of year2014-12-31$85,290,179
Value of interest in master investment trust accounts at beginning of year2014-12-31$76,934,511
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$473,714
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$5,768,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,264,362
Contract administrator fees2014-12-31$816,203
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31131673581
2013 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,144,569
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$22,802,476
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$16,153,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,198,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,255,043
Value of total assets at end of year2013-12-31$77,795,784
Value of total assets at beginning of year2013-12-31$66,002,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,955,227
Total interest from all sources2013-12-31$0
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
Administrative expenses professional fees incurred2013-12-31$123,839
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$903
Contributions received from participants2013-12-31$12,496,735
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$2,689,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,144,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$621,879
Total non interest bearing cash at end of year2013-12-31$861,273
Total non interest bearing cash at beginning of year2013-12-31$595,614
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$6,648,484
Value of net assets at end of year (total assets less liabilities)2013-12-31$72,651,215
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,002,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$76,934,511
Value of interest in master investment trust accounts at beginning of year2013-12-31$62,717,931
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$501,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$-1,241,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,697,641
Contract administrator fees2013-12-31$1,209,509
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31131673581
2012 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,917,697
Total income from all sources (including contributions)2012-12-31$29,519,730
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$18,285,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,692,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,919,265
Value of total assets at end of year2012-12-31$66,002,731
Value of total assets at beginning of year2012-12-31$57,685,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,592,273
Total interest from all sources2012-12-31$0
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$50,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$867
Contributions received from participants2012-12-31$11,521,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,917,697
Administrative expenses (other) incurred2012-12-31$1,417,446
Total non interest bearing cash at end of year2012-12-31$595,614
Total non interest bearing cash at beginning of year2012-12-31$2,099,617
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$11,234,507
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,002,731
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,768,224
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
Investment advisory and management fees2012-12-31$174,827
Value of interest in master investment trust accounts at end of year2012-12-31$62,717,931
Value of interest in master investment trust accounts at beginning of year2012-12-31$55,586,304
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$558,466
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$10,398,126
Employer contributions (assets) at end of year2012-12-31$2,689,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,134,484
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31131673581
2011 : BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$47,835,568
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$21,266,759
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,996,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,875,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,455,555
Value of total assets at end of year2011-12-31$56,106,223
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,121,005
Total interest from all sources2011-12-31$0
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
Administrative expenses professional fees incurred2011-12-31$33,878
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,829,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,917,697
Administrative expenses (other) incurred2011-12-31$20,206
Total non interest bearing cash at end of year2011-12-31$2,099,617
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$8,270,655
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,106,223
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$54,006,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,099,617
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$492,496
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$7,625,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,382,603
Contract administrator fees2011-12-31$1,087,127
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31131673581

Form 5500 Responses for BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN

2023: BAE SYSTEMS RETIREE WELFARE BENEFIT 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 planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BAE SYSTEMS RETIREE WELFARE BENEFIT 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 planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAE SYSTEMS RETIREE WELFARE BENEFIT 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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAE SYSTEMS RETIREE WELFARE BENEFIT 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAE SYSTEMS RETIREE WELFARE BENEFIT 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAE SYSTEMS RETIREE WELFARE BENEFIT 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAE SYSTEMS RETIREE WELFARE BENEFIT 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAE SYSTEMS RETIREE WELFARE BENEFIT 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedYes
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number674180G
Policy instance 4
Insurance contract or identification number674180G
Number of Individuals Covered3683
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $997,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2462486 ET AL.
Policy instance 3
Insurance contract or identification number2462486 ET AL.
Number of Individuals Covered90
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
Insurance contract or identification number602531
Number of Individuals Covered14
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $57,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )
Policy contract number3158
Policy instance 1
Insurance contract or identification number3158
Number of Individuals Covered23
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $101,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )
Policy contract number3158
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2462486
Policy instance 3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number674180G
Policy instance 4
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )
Policy contract number3158
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2462486
Policy instance 3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number674180G
Policy instance 4
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number674180G
Policy instance 4
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2462486
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3158
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number674180G
Policy instance 4
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2462486
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3158
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number674180G
Policy instance 4
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2462486
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3158
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3158
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3158
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3158
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3158
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602531
Policy instance 2
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number52628
Policy instance 1
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number52628
Policy instance 1

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