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CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 401k Plan overview

Plan NameCAREFUSION CORPORATION ACQUIRED PENSIONS PLAN
Plan identification number 063

CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAREFUSION CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CAREFUSION CORPORATION
Employer identification number (EIN):264123274
NAIC Classification:339110

Additional information about CAREFUSION CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4630145

More information about CAREFUSION CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0632018-01-01KRISTEN STROBEL
0632017-01-01KRISTEN STROBEL
0632016-01-01KRISTEN STROBEL
0632015-01-01SHANNON GARNER
0632015-01-01SHANNON GARNER
0632014-01-01SHANNON GARNER
0632013-01-01SHANNON GARNER
0632012-01-01MARK GRAY
0632011-01-01ELISE VAUGHAN
0632009-01-01ELISE VAUGHAN

Plan Statistics for CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN

401k plan membership statisitcs for CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN

Measure Date Value
2018: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01661
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
2017: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2017 401k membership
Market value of plan assets2017-12-3119,302,021
Acturial value of plan assets2017-12-3119,843,020
Funding target for retired participants and beneficiaries receiving payment2017-12-3113,432,864
Number of terminated vested participants2017-12-31218
Fundng target for terminated vested participants2017-12-316,804,077
Active participant vested funding target2017-12-311,551,564
Number of active participants2017-12-3159
Total funding liabilities for active participants2017-12-311,551,564
Total participant count2017-12-31679
Total funding target for all participants2017-12-3121,788,505
Balance at beginning of prior year after applicable adjustments2017-12-31369,443
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31369,443
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31125,640
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31123,680
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,000
Net shortfall amortization installment of oustanding balance2017-12-311,945,485
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3187,235
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3187,235
Contributions allocatedtoward minimum required contributions for current year2017-12-31123,680
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01677
Total number of active participants reported on line 7a of the Form 55002017-01-0152
Number of retired or separated participants receiving benefits2017-01-01370
Number of other retired or separated participants entitled to future benefits2017-01-01195
Total of all active and inactive participants2017-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0144
Total participants2017-01-01661
2016: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2016 401k membership
Market value of plan assets2016-12-3120,272,250
Acturial value of plan assets2016-12-3120,923,163
Funding target for retired participants and beneficiaries receiving payment2016-12-3113,043,265
Number of terminated vested participants2016-12-31223
Fundng target for terminated vested participants2016-12-316,665,888
Active participant vested funding target2016-12-311,586,739
Number of active participants2016-12-3163
Total funding liabilities for active participants2016-12-311,586,739
Total participant count2016-12-31683
Total funding target for all participants2016-12-3121,295,892
Balance at beginning of prior year after applicable adjustments2016-12-311,994,431
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31388,000
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,606,431
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-311,250,000
Balance of carryovers at beginning of current year2016-12-31369,443
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31147,300
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31133,116
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31388,000
Net shortfall amortization installment of oustanding balance2016-12-31742,172
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31502,559
Carryover balance elected to use to offset funding requirement2016-12-31369,443
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31133,116
Contributions allocatedtoward minimum required contributions for current year2016-12-31133,116
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01681
Total number of active participants reported on line 7a of the Form 55002016-01-0159
Number of retired or separated participants receiving benefits2016-01-01361
Number of other retired or separated participants entitled to future benefits2016-01-01213
Total of all active and inactive participants2016-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0144
Total participants2016-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01699
Total number of active participants reported on line 7a of the Form 55002015-01-0163
Number of retired or separated participants receiving benefits2015-01-01360
Number of other retired or separated participants entitled to future benefits2015-01-01218
Total of all active and inactive participants2015-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0140
Total participants2015-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01731
Total number of active participants reported on line 7a of the Form 55002014-01-0168
Number of retired or separated participants receiving benefits2014-01-01351
Number of other retired or separated participants entitled to future benefits2014-01-01241
Total of all active and inactive participants2014-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0139
Total participants2014-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01738
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-01333
Number of other retired or separated participants entitled to future benefits2013-01-01285
Total of all active and inactive participants2013-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0140
Total participants2013-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01751
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-01319
Number of other retired or separated participants entitled to future benefits2012-01-01308
Total of all active and inactive participants2012-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0136
Total participants2012-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01755
Total number of active participants reported on line 7a of the Form 55002011-01-0179
Number of retired or separated participants receiving benefits2011-01-01299
Number of other retired or separated participants entitled to future benefits2011-01-01333
Total of all active and inactive participants2011-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0140
Total participants2011-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01773
Total number of active participants reported on line 7a of the Form 55002009-01-0191
Number of retired or separated participants receiving benefits2009-01-01270
Number of other retired or separated participants entitled to future benefits2009-01-01364
Total of all active and inactive participants2009-01-01725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0139
Total participants2009-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN

Measure Date Value
2018 : CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$11,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total income from all sources (including contributions)2018-07-31$8,560,239
Total loss/gain on sale of assets2018-07-31$-555,368
Total of all expenses incurred2018-07-31$26,946,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$26,915,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$8,959,344
Value of total assets at end of year2018-07-31$11,598
Value of total assets at beginning of year2018-07-31$18,386,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$30,994
Total interest from all sources2018-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$156,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-07-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-07-31$156,263
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$10,000,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-07-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-07-31$119
Liabilities. Value of operating payables at end of year2018-07-31$11,598
Liabilities. Value of operating payables at beginning of year2018-07-31$0
Total non interest bearing cash at end of year2018-07-31$18
Total non interest bearing cash at beginning of year2018-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$-18,386,207
Value of net assets at end of year (total assets less liabilities)2018-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$18,386,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Investment advisory and management fees2018-07-31$30,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$17,964,736
Value of interest in common/collective trusts at end of year2018-07-31$11,580
Value of interest in common/collective trusts at beginning of year2018-07-31$421,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31Yes
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$8,959,344
Employer contributions (assets) at end of year2018-07-31$0
Employer contributions (assets) at beginning of year2018-07-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$26,915,452
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31Yes
Aggregate proceeds on sale of assets2018-07-31$-555,368
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2018-07-31953132551
2017 : CAREFUSION CORPORATION ACQUIRED PENSIONS 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$3,872
Total income from all sources (including contributions)2017-12-31$916,405
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,833,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,413,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$125,640
Value of total assets at end of year2017-12-31$18,386,207
Value of total assets at beginning of year2017-12-31$19,307,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$419,712
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$476,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$476,374
Administrative expenses professional fees incurred2017-12-31$148,472
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$41,575
Administrative expenses (other) incurred2017-12-31$271,240
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$3,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-917,112
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,386,207
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,303,319
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,964,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,050,071
Value of interest in common/collective trusts at end of year2017-12-31$421,352
Value of interest in common/collective trusts at beginning of year2017-12-31$68,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$314,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$125,640
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$147,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,413,805
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
2016 : CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,295
Total income from all sources (including contributions)2016-12-31$730,979
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,681,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,299,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$199,385
Value of total assets at end of year2016-12-31$19,307,191
Value of total assets at beginning of year2016-12-31$20,272,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$382,026
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$585,150
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$585,150
Administrative expenses professional fees incurred2016-12-31$178,712
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$41,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$63,479
Other income not declared elsewhere2016-12-31$16
Administrative expenses (other) incurred2016-12-31$189,564
Liabilities. Value of operating payables at end of year2016-12-31$3,872
Liabilities. Value of operating payables at beginning of year2016-12-31$18,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-950,487
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,303,319
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,253,955
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$13,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,050,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,137,042
Value of interest in common/collective trusts at end of year2016-12-31$68,245
Value of interest in common/collective trusts at beginning of year2016-12-31$71,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-54,110
Net investment gain or loss from common/collective trusts2016-12-31$538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$199,385
Employer contributions (assets) at end of year2016-12-31$147,300
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,299,440
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 name2016-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31953132551
2015 : CAREFUSION CORPORATION ACQUIRED PENSIONS 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$18,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$87,903
Total income from all sources (including contributions)2015-12-31$171,870
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,909,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,487,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$20,272,250
Value of total assets at beginning of year2015-12-31$22,079,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$422,187
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,309,848
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$1,309,848
Administrative expenses professional fees incurred2015-12-31$235,094
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$63,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$51,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$20
Administrative expenses (other) incurred2015-12-31$162,093
Liabilities. Value of operating payables at end of year2015-12-31$18,295
Liabilities. Value of operating payables at beginning of year2015-12-31$87,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,737,854
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,253,955
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,991,809
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$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,137,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,951,871
Value of interest in common/collective trusts at end of year2015-12-31$71,729
Value of interest in common/collective trusts at beginning of year2015-12-31$76,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,138,054
Net investment gain or loss from common/collective trusts2015-12-31$56
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,487,537
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 name2015-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31953132551
2014 : CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$87,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$38,152
Total income from all sources (including contributions)2014-12-31$1,042,091
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,980,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,530,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$22,079,712
Value of total assets at beginning of year2014-12-31$22,968,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$450,582
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,083,158
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$1,083,158
Administrative expenses professional fees incurred2014-12-31$290,687
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$51,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$30,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$268
Administrative expenses (other) incurred2014-12-31$59,166
Liabilities. Value of operating payables at end of year2014-12-31$87,903
Liabilities. Value of operating payables at beginning of year2014-12-31$38,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-938,756
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,991,809
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,930,565
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,951,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,856,080
Value of interest in common/collective trusts at end of year2014-12-31$76,009
Value of interest in common/collective trusts at beginning of year2014-12-31$81,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-41,344
Net investment gain or loss from common/collective trusts2014-12-31$9
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,530,265
Contract administrator fees2014-12-31$50,729
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 name2014-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31953132551
2013 : CAREFUSION CORPORATION ACQUIRED PENSIONS 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$38,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$72,818
Total income from all sources (including contributions)2013-12-31$-466,298
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,506,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,163,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$22,968,717
Value of total assets at beginning of year2013-12-31$24,975,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$342,365
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$731,353
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$731,353
Administrative expenses professional fees incurred2013-12-31$176,313
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$30,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$55,411
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$0
Other income not declared elsewhere2013-12-31$430
Administrative expenses (other) incurred2013-12-31$66,701
Liabilities. Value of operating payables at end of year2013-12-31$38,152
Liabilities. Value of operating payables at beginning of year2013-12-31$72,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,972,537
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,930,565
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,903,102
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,856,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,913,215
Value of interest in common/collective trusts at end of year2013-12-31$81,826
Value of interest in common/collective trusts at beginning of year2013-12-31$7,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-1,198,089
Net investment gain or loss from common/collective trusts2013-12-31$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,163,874
Contract administrator fees2013-12-31$49,351
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 name2013-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2013-12-31953132551
2012 : CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$72,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$108,181
Total income from all sources (including contributions)2012-12-31$2,421,600
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,353,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,014,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$24,975,920
Value of total assets at beginning of year2012-12-31$23,943,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$339,510
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$192,483
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$55,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$141,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$54,718
Other income not declared elsewhere2012-12-31$1,310
Administrative expenses (other) incurred2012-12-31$48,695
Liabilities. Value of operating payables at end of year2012-12-31$72,818
Liabilities. Value of operating payables at beginning of year2012-12-31$53,463
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$1,067,894
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,903,102
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,835,208
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,913,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,801,756
Value of interest in common/collective trusts at end of year2012-12-31$7,294
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,420,240
Net investment gain or loss from common/collective trusts2012-12-31$50
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,014,196
Contract administrator fees2012-12-31$48,332
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2012-12-31953132551
2011 : CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$108,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$45,205
Total income from all sources (including contributions)2011-12-31$1,351,405
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,231,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$938,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$23,943,389
Value of total assets at beginning of year2011-12-31$23,760,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$293,244
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$152,800
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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-interest2011-12-31Yes
Amount of non-exempt transactions with any party-in-interest2011-12-31$24,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$141,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$61,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$54,718
Other income not declared elsewhere2011-12-31$3,050
Administrative expenses (other) incurred2011-12-31$42,049
Liabilities. Value of operating payables at end of year2011-12-31$53,463
Liabilities. Value of operating payables at beginning of year2011-12-31$45,205
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$119,967
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,835,208
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,715,241
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,801,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,697,341
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$1,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,348,254
Net investment gain or loss from common/collective trusts2011-12-31$101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$938,194
Contract administrator fees2011-12-31$48,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31953132551
2010 : CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$45,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$124,757
Total income from all sources (including contributions)2010-12-31$2,838,884
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,183,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$851,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$23,760,446
Value of total assets at beginning of year2010-12-31$22,184,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$331,604
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$187,430
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31Yes
Amount of non-exempt transactions with any party-in-interest2010-12-31$74,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$61,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$143,762
Other income not declared elsewhere2010-12-31$4,509
Administrative expenses (other) incurred2010-12-31$43,931
Liabilities. Value of operating payables at end of year2010-12-31$45,205
Liabilities. Value of operating payables at beginning of year2010-12-31$124,757
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$1,655,644
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,715,241
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,059,597
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,697,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,040,592
Value of interest in common/collective trusts at end of year2010-12-31$1,136
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,834,344
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$31
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$851,636
Contract administrator fees2010-12-31$50,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN

2018: CAREFUSION CORPORATION ACQUIRED PENSIONS 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAREFUSION CORPORATION ACQUIRED PENSIONS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAREFUSION CORPORATION ACQUIRED PENSIONS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAREFUSION CORPORATION ACQUIRED PENSIONS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAREFUSION CORPORATION ACQUIRED PENSIONS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAREFUSION CORPORATION ACQUIRED PENSIONS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CAREFUSION CORPORATION ACQUIRED PENSIONS 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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