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THE IRON MOUNTAIN COMPANIES 401(K) PLAN 401k Plan overview

Plan NameTHE IRON MOUNTAIN COMPANIES 401(K) PLAN
Plan identification number 001

THE IRON MOUNTAIN COMPANIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IRON MOUNTAIN INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:IRON MOUNTAIN INCORPORATED
Employer identification number (EIN):232588479
NAIC Classification:493100

Additional information about IRON MOUNTAIN INCORPORATED

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date: 2013-01-22
Company Identification Number: 000796014
Legal Registered Office Address: 2711 CENTERVILLE ROAD, SUITE 400

WILMINGTON
United States of America (USA)
19808

More information about IRON MOUNTAIN INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE IRON MOUNTAIN COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MEGAN PILSMAKER
0012016-01-01SCOTT KIRSCHNER
0012015-01-01SCOTT KIRSCHNER
0012014-01-01SCOTT KIRSCHNER
0012013-01-01SCOTT KIRSCHNER
0012012-01-01MATTHEW REGAN
0012011-01-01MATTHEW REGAN MATTHEW REGAN2012-07-30
0012010-01-01MATTHEW REGAN2011-10-07 MATTHEW REGAN2011-10-07
0012009-01-01MATTHEW J REGAN MATTHEW J REGAN2010-10-06

Plan Statistics for THE IRON MOUNTAIN COMPANIES 401(K) PLAN

401k plan membership statisitcs for THE IRON MOUNTAIN COMPANIES 401(K) PLAN

Measure Date Value
2022: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,473
Total number of active participants reported on line 7a of the Form 55002022-01-018,643
Number of retired or separated participants receiving benefits2022-01-0131
Number of other retired or separated participants entitled to future benefits2022-01-013,035
Total of all active and inactive participants2022-01-0111,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0199
Total participants2022-01-0111,808
Number of participants with account balances2022-01-0111,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,737
Total number of active participants reported on line 7a of the Form 55002021-01-017,917
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014,451
Total of all active and inactive participants2021-01-0112,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01105
Total participants2021-01-0112,473
Number of participants with account balances2021-01-0112,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0178
2020: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112,836
Total number of active participants reported on line 7a of the Form 55002020-01-017,874
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,147
Total of all active and inactive participants2020-01-0112,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0193
Total participants2020-01-0112,114
Number of participants with account balances2020-01-0112,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0194
2019: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,216
Total number of active participants reported on line 7a of the Form 55002019-01-018,188
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014,018
Total of all active and inactive participants2019-01-0112,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0182
Total participants2019-01-0112,288
Number of participants with account balances2019-01-0112,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01270
2018: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112,241
Total number of active participants reported on line 7a of the Form 55002018-01-018,314
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014,357
Total of all active and inactive participants2018-01-0112,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-0112,692
Number of participants with account balances2018-01-0112,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01633
2017: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112,539
Total number of active participants reported on line 7a of the Form 55002017-01-017,929
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,870
Total of all active and inactive participants2017-01-0111,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-0111,815
Number of participants with account balances2017-01-0111,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01618
2016: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,141
Total number of active participants reported on line 7a of the Form 55002016-01-018,312
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,868
Total of all active and inactive participants2016-01-0112,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-0112,194
Number of participants with account balances2016-01-0112,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01761
2015: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,989
Total number of active participants reported on line 7a of the Form 55002015-01-017,478
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,302
Total of all active and inactive participants2015-01-0110,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-0110,792
Number of participants with account balances2015-01-0110,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01541
2014: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,557
Total number of active participants reported on line 7a of the Form 55002014-01-017,477
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013,184
Total of all active and inactive participants2014-01-0110,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-0110,676
Number of participants with account balances2014-01-0110,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01626
2013: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,227
Total number of active participants reported on line 7a of the Form 55002013-01-018,127
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013,083
Total of all active and inactive participants2013-01-0111,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-0111,219
Number of participants with account balances2013-01-0111,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01563
2012: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111,567
Total number of active participants reported on line 7a of the Form 55002012-01-018,080
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,945
Total of all active and inactive participants2012-01-0111,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-0111,033
Number of participants with account balances2012-01-0110,869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01531
2011: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,532
Total number of active participants reported on line 7a of the Form 55002011-01-018,316
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012,991
Total of all active and inactive participants2011-01-0111,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-0111,316
Number of participants with account balances2011-01-0111,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01922
2009: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,469
Total number of active participants reported on line 7a of the Form 55002009-01-0110,013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012,479
Total of all active and inactive participants2009-01-0112,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-0112,496
Number of participants with account balances2009-01-0112,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,222

Financial Data on THE IRON MOUNTAIN COMPANIES 401(K) PLAN

Measure Date Value
2022 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-227,004
Total unrealized appreciation/depreciation of assets2022-12-31$-227,004
Total transfer of assets to this plan2022-12-31$10,579,965
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-70,134,392
Total loss/gain on sale of assets2022-12-31$22,270
Total of all expenses incurred2022-12-31$98,568,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$95,921,007
Expenses. Certain deemed distributions of participant loans2022-12-31$224,891
Value of total corrective distributions2022-12-31$17,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$69,631,510
Value of total assets at end of year2022-12-31$651,344,944
Value of total assets at beginning of year2022-12-31$809,450,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,405,483
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$792,810
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,000,101
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$6,996,207
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$649
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$45,805,812
Participant contributions at end of year2022-12-31$15,345,451
Participant contributions at beginning of year2022-12-31$16,260,758
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$-869
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,454,625
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,950,682
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$17,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$853,630
Administrative expenses (other) incurred2022-12-31$59,349
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$304,994
Total non interest bearing cash at beginning of year2022-12-31$0
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-168,703,169
Value of net assets at end of year (total assets less liabilities)2022-12-31$651,327,224
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$809,450,428
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$224,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$224,963,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$393,272,644
Value of interest in pooled separate accounts at end of year2022-12-31$64,365,889
Value of interest in pooled separate accounts at beginning of year2022-12-31$62,524,565
Interest on participant loans2022-12-31$784,938
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$334,224,402
Value of interest in common/collective trusts at beginning of year2022-12-31$334,937,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,209,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,872
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-91,426,352
Net investment gain/loss from pooled separate accounts2022-12-31$1,517,147
Net investment gain or loss from common/collective trusts2022-12-31$-58,298,504
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$15,875,016
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$3,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$95,921,007
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$2,121,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$931,530
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$1,179,823
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,157,553
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : THE IRON MOUNTAIN COMPANIES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$173,114,625
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$76,864,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$74,645,956
Expenses. Certain deemed distributions of participant loans2021-12-31$8,443
Value of total corrective distributions2021-12-31$37,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$61,217,785
Value of total assets at end of year2021-12-31$809,450,428
Value of total assets at beginning of year2021-12-31$713,199,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,172,091
Total interest from all sources2021-12-31$804,885
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,916,816
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$3,916,816
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$40,985,114
Participant contributions at end of year2021-12-31$16,260,758
Participant contributions at beginning of year2021-12-31$16,316,244
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,454,625
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,370,895
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,146,006
Other income not declared elsewhere2021-12-31$83,915
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$96,250,467
Value of net assets at end of year (total assets less liabilities)2021-12-31$809,450,428
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$713,199,961
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$192,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$393,272,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$336,120,159
Value of interest in pooled separate accounts at end of year2021-12-31$62,524,565
Value of interest in pooled separate accounts at beginning of year2021-12-31$62,688,753
Interest on participant loans2021-12-31$804,885
Value of interest in common/collective trusts at end of year2021-12-31$334,937,836
Value of interest in common/collective trusts at beginning of year2021-12-31$295,703,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$69,103,243
Net investment gain/loss from pooled separate accounts2021-12-31$1,201,843
Net investment gain or loss from common/collective trusts2021-12-31$36,786,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,086,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$74,645,956
Contract administrator fees2021-12-31$1,979,245
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : THE IRON MOUNTAIN COMPANIES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$152,938,913
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$92,352,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$91,190,995
Expenses. Certain deemed distributions of participant loans2020-12-31$142,099
Value of total corrective distributions2020-12-31$16,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$54,955,459
Value of total assets at end of year2020-12-31$713,199,961
Value of total assets at beginning of year2020-12-31$652,613,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,002,631
Total interest from all sources2020-12-31$979,365
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,504,320
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$3,504,320
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$37,808,470
Participant contributions at end of year2020-12-31$16,316,244
Participant contributions at beginning of year2020-12-31$18,497,269
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,370,895
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,202,303
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,858,118
Other income not declared elsewhere2020-12-31$1,168,592
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$60,586,328
Value of net assets at end of year (total assets less liabilities)2020-12-31$713,199,961
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$652,613,633
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
Investment advisory and management fees2020-12-31$90,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$336,120,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$578,600,685
Value of interest in pooled separate accounts at end of year2020-12-31$62,688,753
Value of interest in pooled separate accounts at beginning of year2020-12-31$54,313,376
Interest on participant loans2020-12-31$979,365
Value of interest in common/collective trusts at end of year2020-12-31$295,703,910
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$90,941,017
Net investment gain/loss from pooled separate accounts2020-12-31$1,390,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,288,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$91,190,995
Contract administrator fees2020-12-31$912,054
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$178,541,325
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$54,969,597
Total of all expenses incurred2019-12-31$54,969,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$52,733,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$52,733,616
Expenses. Certain deemed distributions of participant loans2019-12-31$145,828
Expenses. Certain deemed distributions of participant loans2019-12-31$145,828
Value of total corrective distributions2019-12-31$12,124
Value of total corrective distributions2019-12-31$12,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$61,098,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$61,098,946
Value of total assets at end of year2019-12-31$652,613,633
Value of total assets at end of year2019-12-31$652,613,633
Value of total assets at beginning of year2019-12-31$529,041,905
Value of total assets at beginning of year2019-12-31$529,041,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,078,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,078,029
Total interest from all sources2019-12-31$970,195
Total interest from all sources2019-12-31$970,195
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,711,390
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,711,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,711,390
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,711,390
Administrative expenses professional fees incurred2019-12-31$49,350
Administrative expenses professional fees incurred2019-12-31$49,350
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$40,127,110
Contributions received from participants2019-12-31$40,127,110
Participant contributions at end of year2019-12-31$18,497,269
Participant contributions at end of year2019-12-31$18,497,269
Participant contributions at beginning of year2019-12-31$17,242,654
Participant contributions at beginning of year2019-12-31$17,242,654
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,202,303
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,202,303
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,123,790
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,123,790
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,939,300
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,939,300
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$123,571,728
Value of net income/loss2019-12-31$123,571,728
Value of net assets at end of year (total assets less liabilities)2019-12-31$652,613,633
Value of net assets at end of year (total assets less liabilities)2019-12-31$652,613,633
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$529,041,905
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$529,041,905
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 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$88,689
Investment advisory and management fees2019-12-31$88,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$578,600,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$578,600,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$457,211,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$457,211,787
Value of interest in pooled separate accounts at end of year2019-12-31$54,313,376
Value of interest in pooled separate accounts at end of year2019-12-31$54,313,376
Value of interest in pooled separate accounts at beginning of year2019-12-31$53,463,674
Value of interest in pooled separate accounts at beginning of year2019-12-31$53,463,674
Interest on participant loans2019-12-31$970,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$106,397,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$106,397,490
Net investment gain/loss from pooled separate accounts2019-12-31$1,363,304
Net investment gain/loss from pooled separate accounts2019-12-31$1,363,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$13,032,536
Contributions received in cash from employer2019-12-31$13,032,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$52,733,616
Contract administrator fees2019-12-31$1,939,990
Contract administrator fees2019-12-31$1,939,990
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$8,539,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$25,943,022
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$49,455,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,967,823
Expenses. Certain deemed distributions of participant loans2018-12-31$88,687
Value of total corrective distributions2018-12-31$54,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$53,978,872
Value of total assets at end of year2018-12-31$529,041,905
Value of total assets at beginning of year2018-12-31$544,015,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$344,841
Total interest from all sources2018-12-31$809,127
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,695,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,695,982
Administrative expenses professional fees incurred2018-12-31$47,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$35,694,279
Participant contributions at end of year2018-12-31$17,242,654
Participant contributions at beginning of year2018-12-31$16,087,841
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,123,790
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$929,053
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,269,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-23,512,792
Value of net assets at end of year (total assets less liabilities)2018-12-31$529,041,905
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$544,015,616
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$65,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$457,211,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$477,915,930
Value of interest in pooled separate accounts at end of year2018-12-31$53,463,674
Value of interest in pooled separate accounts at beginning of year2018-12-31$49,082,792
Interest on participant loans2018-12-31$804,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-39,771,197
Net investment gain/loss from pooled separate accounts2018-12-31$230,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,015,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,967,823
Contract administrator fees2018-12-31$232,055
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$126,330,354
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$50,922,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$50,240,342
Expenses. Certain deemed distributions of participant loans2017-12-31$5,955
Value of total corrective distributions2017-12-31$219,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$45,942,352
Value of total assets at end of year2017-12-31$544,015,616
Value of total assets at beginning of year2017-12-31$468,607,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$456,339
Total interest from all sources2017-12-31$711,318
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,742,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,742,876
Administrative expenses professional fees incurred2017-12-31$43,508
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$32,702,766
Participant contributions at end of year2017-12-31$16,087,841
Participant contributions at beginning of year2017-12-31$16,137,733
Assets. Other investments not covered elsewhere at end of year2017-12-31$929,053
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$817,382
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,323,813
Other income not declared elsewhere2017-12-31$-111,672
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$75,408,126
Value of net assets at end of year (total assets less liabilities)2017-12-31$544,015,616
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$468,607,490
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$127,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$477,915,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$400,303,046
Value of interest in pooled separate accounts at end of year2017-12-31$49,082,792
Value of interest in pooled separate accounts at beginning of year2017-12-31$46,200,132
Interest on participant loans2017-12-31$711,318
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$5,149,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$72,259,604
Net investment gain/loss from pooled separate accounts2017-12-31$780,908
Net investment gain or loss from common/collective trusts2017-12-31$4,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,915,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$50,240,342
Contract administrator fees2017-12-31$285,295
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$60,515,313
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$76,159,574
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$44,340,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$44,033,150
Expenses. Certain deemed distributions of participant loans2016-12-31$71,743
Value of total corrective distributions2016-12-31$11,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$44,448,872
Value of total assets at end of year2016-12-31$468,607,490
Value of total assets at beginning of year2016-12-31$376,273,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$224,978
Total interest from all sources2016-12-31$618,948
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,191,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,191,993
Administrative expenses professional fees incurred2016-12-31$6,087
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$30,614,959
Participant contributions at end of year2016-12-31$16,137,733
Participant contributions at beginning of year2016-12-31$13,647,488
Assets. Other investments not covered elsewhere at end of year2016-12-31$817,382
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$961,901
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,829,148
Other income not declared elsewhere2016-12-31$144,519
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$31,818,593
Value of net assets at end of year (total assets less liabilities)2016-12-31$468,607,490
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$376,273,584
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$20,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$400,303,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$319,611,287
Value of interest in pooled separate accounts at end of year2016-12-31$46,200,132
Value of interest in pooled separate accounts at beginning of year2016-12-31$42,052,908
Interest earned on other investments2016-12-31$617,891
Value of interest in common/collective trusts at end of year2016-12-31$5,149,197
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$24,325,811
Net investment gain/loss from pooled separate accounts2016-12-31$391,901
Net investment gain or loss from common/collective trusts2016-12-31$37,530
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,004,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$44,033,150
Contract administrator fees2016-12-31$198,800
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : THE IRON MOUNTAIN COMPANIES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$41,950,270
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$37,418,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$37,009,535
Expenses. Certain deemed distributions of participant loans2015-12-31$14,154
Value of total corrective distributions2015-12-31$1,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$40,367,818
Value of total assets at end of year2015-12-31$376,273,584
Value of total assets at beginning of year2015-12-31$371,741,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$392,946
Total interest from all sources2015-12-31$539,671
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,246,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,246,349
Administrative expenses professional fees incurred2015-12-31$38,546
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$28,731,203
Participant contributions at end of year2015-12-31$13,647,488
Participant contributions at beginning of year2015-12-31$12,396,726
Assets. Other investments not covered elsewhere at end of year2015-12-31$961,901
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$892,946
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,480,628
Other income not declared elsewhere2015-12-31$68,955
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$4,531,707
Value of net assets at end of year (total assets less liabilities)2015-12-31$376,273,584
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$371,741,877
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$83,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$319,611,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$317,881,737
Value of interest in pooled separate accounts at end of year2015-12-31$42,052,908
Value of interest in pooled separate accounts at beginning of year2015-12-31$40,570,468
Interest on participant loans2015-12-31$539,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,855,967
Net investment gain/loss from pooled separate accounts2015-12-31$583,444
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,155,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$37,009,535
Contract administrator fees2015-12-31$271,024
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$30,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$61,404,506
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$42,147,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,774,017
Expenses. Certain deemed distributions of participant loans2014-12-31$7,531
Value of total corrective distributions2014-12-31$2,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$38,364,551
Value of total assets at end of year2014-12-31$371,741,877
Value of total assets at beginning of year2014-12-31$352,454,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$363,670
Total interest from all sources2014-12-31$479,261
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,386,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,386,317
Administrative expenses professional fees incurred2014-12-31$48,645
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$28,132,532
Participant contributions at end of year2014-12-31$12,396,726
Participant contributions at beginning of year2014-12-31$10,809,381
Assets. Other investments not covered elsewhere at end of year2014-12-31$892,946
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$872,997
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,509,468
Other income not declared elsewhere2014-12-31$19,949
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$19,256,578
Value of net assets at end of year (total assets less liabilities)2014-12-31$371,741,877
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$352,454,386
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$63,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$317,881,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$299,179,058
Value of interest in pooled separate accounts at end of year2014-12-31$40,570,468
Value of interest in pooled separate accounts at beginning of year2014-12-31$41,592,939
Interest on participant loans2014-12-31$479,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,734,154
Net investment gain/loss from pooled separate accounts2014-12-31$420,274
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,722,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,774,017
Contract administrator fees2014-12-31$251,146
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE IRON MOUNTAIN COMPANIES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$319,240
Total income from all sources (including contributions)2013-12-31$96,040,086
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$29,475,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$29,138,714
Expenses. Certain deemed distributions of participant loans2013-12-31$19,574
Value of total corrective distributions2013-12-31$9,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$38,987,741
Value of total assets at end of year2013-12-31$352,255,694
Value of total assets at beginning of year2013-12-31$286,010,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$307,439
Total interest from all sources2013-12-31$431,236
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,527,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,527,609
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$28,109,390
Participant contributions at end of year2013-12-31$10,809,381
Participant contributions at beginning of year2013-12-31$9,600,364
Assets. Other investments not covered elsewhere at end of year2013-12-31$872,997
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$831,624
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,212,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$319,240
Other income not declared elsewhere2013-12-31$41,373
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$66,564,478
Value of net assets at end of year (total assets less liabilities)2013-12-31$352,255,694
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$285,691,216
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
Investment advisory and management fees2013-12-31$83,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$299,179,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$233,480,872
Value of interest in pooled separate accounts at end of year2013-12-31$41,394,247
Value of interest in pooled separate accounts at beginning of year2013-12-31$42,097,596
Interest on participant loans2013-12-31$431,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$52,985,780
Net investment gain/loss from pooled separate accounts2013-12-31$66,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,666,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,138,714
Contract administrator fees2013-12-31$223,606
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-4,484
Total unrealized appreciation/depreciation of assets2012-12-31$-4,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$319,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$295,919
Total income from all sources (including contributions)2012-12-31$63,517,614
Total loss/gain on sale of assets2012-12-31$63,545
Total of all expenses incurred2012-12-31$28,534,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,156,423
Expenses. Certain deemed distributions of participant loans2012-12-31$35,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,951,402
Value of total assets at end of year2012-12-31$286,010,456
Value of total assets at beginning of year2012-12-31$251,004,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$343,104
Total interest from all sources2012-12-31$390,489
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,746,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,239,369
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$24,185,536
Participant contributions at end of year2012-12-31$9,600,364
Participant contributions at beginning of year2012-12-31$9,055,211
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$455
Assets. Other investments not covered elsewhere at end of year2012-12-31$831,624
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$623,046
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,326,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$319,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$295,919
Other income not declared elsewhere2012-12-31$208,578
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$34,982,891
Value of net assets at end of year (total assets less liabilities)2012-12-31$285,691,216
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$250,708,325
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$104,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$233,480,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$197,801,938
Value of interest in pooled separate accounts at end of year2012-12-31$42,097,596
Value of interest in pooled separate accounts at beginning of year2012-12-31$39,954,080
Interest on participant loans2012-12-31$390,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$235,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$235,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,709,415
Net investment gain/loss from pooled separate accounts2012-12-31$1,452,433
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$3,334,008
Contributions received in cash from employer2012-12-31$7,439,550
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$205
Income. Dividends from common stock2012-12-31$506,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$28,156,423
Contract administrator fees2012-12-31$238,696
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$3,993,960
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,930,415
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$610,228
Total unrealized appreciation/depreciation of assets2011-12-31$610,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$295,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$632,880
Total income from all sources (including contributions)2011-12-31$33,307,673
Total loss/gain on sale of assets2011-12-31$44,466
Total of all expenses incurred2011-12-31$42,153,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$41,685,011
Expenses. Certain deemed distributions of participant loans2011-12-31$11,804
Value of total corrective distributions2011-12-31$313,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$33,447,823
Value of total assets at end of year2011-12-31$251,004,244
Value of total assets at beginning of year2011-12-31$260,187,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$143,471
Total interest from all sources2011-12-31$407,960
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,316,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,215,043
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$25,358,725
Participant contributions at end of year2011-12-31$9,055,211
Participant contributions at beginning of year2011-12-31$9,052,081
Participant contributions at end of year2011-12-31$455
Assets. Other investments not covered elsewhere at end of year2011-12-31$623,046
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$731,425
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,006,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$295,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$632,880
Other income not declared elsewhere2011-12-31$-108,378
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$-8,846,083
Value of net assets at end of year (total assets less liabilities)2011-12-31$250,708,325
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$259,554,408
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
Investment advisory and management fees2011-12-31$2,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$197,801,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$209,465,899
Value of interest in pooled separate accounts at end of year2011-12-31$39,954,080
Value of interest in pooled separate accounts at beginning of year2011-12-31$37,976,498
Interest on participant loans2011-12-31$407,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$235,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$153,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$153,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,308,660
Net investment gain/loss from pooled separate accounts2011-12-31$897,890
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
Assets. Invements in employer securities at end of year2011-12-31$3,334,008
Assets. Invements in employer securities at beginning of year2011-12-31$2,807,448
Contributions received in cash from employer2011-12-31$7,082,139
Employer contributions (assets) at end of year2011-12-31$205
Income. Dividends from common stock2011-12-31$101,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$41,685,011
Contract administrator fees2011-12-31$140,850
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$214,184
Aggregate carrying amount (costs) on sale of assets2011-12-31$169,718
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$235,901
Total unrealized appreciation/depreciation of assets2010-12-31$235,901
Total transfer of assets to this plan2010-12-31$5,852,578
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$632,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$903,034
Total income from all sources (including contributions)2010-12-31$62,365,701
Total loss/gain on sale of assets2010-12-31$-1,516
Total of all expenses incurred2010-12-31$24,383,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,581,411
Expenses. Certain deemed distributions of participant loans2010-12-31$6,516
Value of total corrective distributions2010-12-31$642,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$36,186,730
Value of total assets at end of year2010-12-31$260,187,288
Value of total assets at beginning of year2010-12-31$216,623,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$153,168
Total interest from all sources2010-12-31$436,742
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,856,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,815,112
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$26,672,772
Participant contributions at end of year2010-12-31$9,052,081
Participant contributions at beginning of year2010-12-31$8,494,295
Assets. Other investments not covered elsewhere at end of year2010-12-31$731,425
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$824,223
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,646,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$632,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$903,034
Other income not declared elsewhere2010-12-31$-92,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$37,981,786
Value of net assets at end of year (total assets less liabilities)2010-12-31$259,554,408
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$215,720,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$14,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$209,465,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$170,621,977
Value of interest in pooled separate accounts at end of year2010-12-31$37,976,498
Value of interest in pooled separate accounts at beginning of year2010-12-31$34,367,929
Interest on participant loans2010-12-31$436,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$153,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$116,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$116,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,897,418
Net investment gain/loss from pooled separate accounts2010-12-31$847,166
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$2,807,448
Assets. Invements in employer securities at beginning of year2010-12-31$2,198,320
Contributions received in cash from employer2010-12-31$7,867,060
Income. Dividends from common stock2010-12-31$40,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,581,411
Contract administrator fees2010-12-31$138,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$98,207
Aggregate carrying amount (costs) on sale of assets2010-12-31$99,723
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for THE IRON MOUNTAIN COMPANIES 401(K) PLAN

2022: THE IRON MOUNTAIN COMPANIES 401(K) 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 - TrustYes
2021: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE IRON MOUNTAIN COMPANIES 401(K) 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 - TrustYes
2019: THE IRON MOUNTAIN COMPANIES 401(K) 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 - TrustYes
2018: THE IRON MOUNTAIN COMPANIES 401(K) 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 - TrustYes
2017: THE IRON MOUNTAIN COMPANIES 401(K) 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 - TrustYes
2016: THE IRON MOUNTAIN COMPANIES 401(K) 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 - TrustYes
2015: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE IRON MOUNTAIN COMPANIES 401(K) 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 - TrustYes
2013: THE IRON MOUNTAIN COMPANIES 401(K) 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 - TrustYes
2012: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32217
Policy instance 2
Insurance contract or identification numberGA32217
Number of Individuals Covered2321
Insurance policy start date2022-06-27
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered12372
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered12088
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered12192
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered12524
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered11698
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered10749
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered10662
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered11204
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered10869
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered11007
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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