| Plan Name | AGERE SYSTEMS INC. REPRESENTED PENSION PLAN |
| Plan identification number | 004 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | AGERE SYSTEMS LLC |
| Employer identification number (EIN): | 223746606 |
| NAIC Classification: | 334410 |
Additional information about AGERE SYSTEMS LLC
| Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
| Incorporation Date: | 2000-12-06 |
| Company Identification Number: | 72526 |
| Legal Registered Office Address: |
100 NORTH MAIN STREET SUITE 2 BARRE United States of America (USA) 05641 |
More information about AGERE SYSTEMS LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2018-01-01 | MARK YOUNES | 2020-02-06 | MARK YOUNES | 2020-02-06 |
| 004 | 2018-01-01 | MARK YOUNES | 2019-10-04 | MARK YOUNES | 2019-10-04 |
| 004 | 2018-01-01 | MARK YOUNES | 2019-10-04 | MARK YOUNES | 2019-10-04 |
| 004 | 2017-01-01 | ||||
| 004 | 2017-01-01 | ||||
| 004 | 2016-01-01 | ||||
| 004 | 2015-01-01 | ||||
| 004 | 2014-01-01 | ||||
| 004 | 2013-01-01 | ||||
| 004 | 2012-01-01 | MARK YOUNES | |||
| 004 | 2011-01-01 | MARK YOUNES | |||
| 004 | 2010-01-01 | MARK YOUNES | |||
| 004 | 2009-01-01 | MARK YOUNES | |||
| 004 | 2009-01-01 | ||||
| 004 | 2009-01-01 | MARK YOUNES |
| Measure | Date | Value |
|---|---|---|
| 2018 : AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2018 401k financial data | ||
| Total transfer of assets to this plan | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $518,681,101 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $429,622 |
| Total income from all sources (including contributions) | 2018-12-31 | $-26,359,252 |
| Total of all expenses incurred | 2018-12-31 | $41,770,285 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $40,128,664 |
| Value of total assets at end of year | 2018-12-31 | $0 |
| Value of total assets at beginning of year | 2018-12-31 | $587,240,260 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,641,621 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $1,641,621 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $429,622 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-68,129,537 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $586,810,638 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $587,240,260 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $40,128,664 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2018-12-31 | 111986323 |
| 2017 : AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2017 401k financial data | ||
| Total transfer of assets to this plan | 2017-12-31 | $1,149,905 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $429,622 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $480,158 |
| Total income from all sources (including contributions) | 2017-12-31 | $59,283,523 |
| Total of all expenses incurred | 2017-12-31 | $44,270,008 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $41,743,667 |
| Value of total assets at end of year | 2017-12-31 | $587,240,260 |
| Value of total assets at beginning of year | 2017-12-31 | $571,127,376 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,526,341 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $2,526,341 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $429,622 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $480,158 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $15,013,515 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $586,810,638 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $570,647,218 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $587,240,260 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $436,852,376 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $134,275,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $41,743,667 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2017-12-31 | 111986323 |
| 2016 : AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2016 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $480,158 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $470,000 |
| Total income from all sources (including contributions) | 2016-12-31 | $176,946,389 |
| Total of all expenses incurred | 2016-12-31 | $45,475,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $41,327,569 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $139,360,000 |
| Value of total assets at end of year | 2016-12-31 | $571,127,376 |
| Value of total assets at beginning of year | 2016-12-31 | $439,646,328 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,147,930 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $4,147,930 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $480,158 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $470,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $131,470,890 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $570,647,218 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $439,176,328 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $436,852,376 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $439,646,328 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $139,360,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $134,275,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $41,327,569 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2016-12-31 | 111986323 |
| 2015 : AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2015 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $470,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $827,196 |
| Total income from all sources (including contributions) | 2015-12-31 | $12,410,719 |
| Total of all expenses incurred | 2015-12-31 | $46,190,572 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $42,346,623 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $19,775,000 |
| Value of total assets at end of year | 2015-12-31 | $439,646,328 |
| Value of total assets at beginning of year | 2015-12-31 | $473,783,377 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,843,949 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $3,843,949 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $470,000 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $827,196 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-33,779,853 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $439,176,328 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $472,956,181 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $439,646,328 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $473,783,377 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $19,775,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $42,346,623 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2015-12-31 | 111986323 |
| 2014 : AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2014 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $827,196 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $520,966 |
| Total income from all sources (including contributions) | 2014-12-31 | $77,349,539 |
| Total of all expenses incurred | 2014-12-31 | $79,225,031 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $74,498,166 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $29,157,000 |
| Value of total assets at end of year | 2014-12-31 | $473,783,377 |
| Value of total assets at beginning of year | 2014-12-31 | $475,352,639 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,726,865 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $4,726,865 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $827,196 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $520,966 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-1,875,492 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $472,956,181 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $474,831,673 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $473,783,377 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $475,352,639 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $29,157,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $74,498,166 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2014-12-31 | 111986323 |
| 2013 : AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2013 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $520,966 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $611,650 |
| Total income from all sources (including contributions) | 2013-12-31 | $65,244,738 |
| Total of all expenses incurred | 2013-12-31 | $46,569,048 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $42,367,440 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $20,103,871 |
| Value of total assets at end of year | 2013-12-31 | $475,352,639 |
| Value of total assets at beginning of year | 2013-12-31 | $456,767,633 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,201,608 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $4,201,608 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $520,966 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $611,650 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $18,675,690 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $474,831,673 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $456,155,983 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $475,352,639 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $456,767,633 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $20,103,871 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $42,367,440 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2013-12-31 | 111986323 |
| 2012 : AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2012 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $611,650 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $484,582 |
| Total income from all sources (including contributions) | 2012-12-31 | $100,542,018 |
| Total of all expenses incurred | 2012-12-31 | $46,550,744 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $42,315,759 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $41,845,379 |
| Value of total assets at end of year | 2012-12-31 | $456,767,633 |
| Value of total assets at beginning of year | 2012-12-31 | $402,649,291 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,234,985 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $4,234,985 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $611,650 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $484,582 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $53,991,274 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $456,155,983 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $402,164,709 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $456,767,633 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $402,649,291 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $41,845,379 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $42,315,759 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2012-12-31 | 111986323 |
| 2011 : AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2011 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $484,582 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $592,642 |
| Total income from all sources (including contributions) | 2011-12-31 | $42,528,587 |
| Total of all expenses incurred | 2011-12-31 | $46,480,933 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $42,419,658 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $29,852,714 |
| Value of total assets at end of year | 2011-12-31 | $402,649,291 |
| Value of total assets at beginning of year | 2011-12-31 | $406,709,697 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,061,275 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $4,061,275 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $484,582 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $592,642 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-3,952,346 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $402,164,709 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $406,117,055 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $402,649,291 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $406,709,697 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $29,852,714 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $42,419,658 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2011-12-31 | 111986323 |
| 2010 : AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2010 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $592,642 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $520,372 |
| Total income from all sources (including contributions) | 2010-12-31 | $52,706,351 |
| Total of all expenses incurred | 2010-12-31 | $46,356,198 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $42,424,026 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,733,000 |
| Value of total assets at end of year | 2010-12-31 | $406,709,697 |
| Value of total assets at beginning of year | 2010-12-31 | $400,287,274 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,932,172 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $3,932,172 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $592,642 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $520,372 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $6,350,153 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $406,117,055 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $399,766,902 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $406,709,697 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $400,287,274 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $2,733,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $42,424,026 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2010-12-31 | 111986323 |
| 2018: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2018 form 5500 responses | ||
|---|---|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: AGERE SYSTEMS INC. REPRESENTED PENSION PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |