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FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 401k Plan overview

Plan NameFRESENIUS KABI USA, LLC SAVINGS & RET PLAN
Plan identification number 001

FRESENIUS KABI USA, LLC SAVINGS & RET 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FRESENIUS KABI USA, LLC has sponsored the creation of one or more 401k plans.

Company Name:FRESENIUS KABI USA, LLC
Employer identification number (EIN):300431740
NAIC Classification:325410

Additional information about FRESENIUS KABI USA, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-01-30
Company Identification Number: 0801081189
Legal Registered Office Address: 3 CORPORATE DR C/O TAX DEPARTMENT

LAKE ZURICH
United States of America (USA)
60047

More information about FRESENIUS KABI USA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRESENIUS KABI USA, LLC SAVINGS & RET 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
0012017-01-01JAMES CALLANAN STEVEN ADAMS2018-07-30
0012016-01-01JAMES CALLANAN STEVEN ADAMS2017-07-27
0012015-01-01STEVEN ADAMS JAMES CALLANAN2016-10-03
0012014-01-01STEVEN ADAMS JAMES CALLANAN2015-10-14
0012014-01-01STEVEN ADAMS JAMES CALLANAN2015-10-14
0012013-01-01JAMES CALLANAN STEVEN ADAMS2014-10-15
0012012-01-01JAMES CALLANAN STEVEN ADAMS2013-10-11
0012011-01-01JAMES CALLANAN STEVE ADAMS2012-10-15
0012010-01-01JAMES CALLANAN STEVEN ADAMS2011-09-15
0012009-01-01JAMES CALLANAN RICHARD TAJAK2010-10-22
0012009-01-01JAMES CALLANAN RICHARD TAJAK2010-09-13
0012009-01-01JAMES CALLANAN RICHARD TAJAK2011-06-10
0012009-01-01JAMES CALLANAN RICHARD TAJAK2011-06-03

Plan Statistics for FRESENIUS KABI USA, LLC SAVINGS & RET PLAN

401k plan membership statisitcs for FRESENIUS KABI USA, LLC SAVINGS & RET PLAN

Measure Date Value
2022: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,636
Total number of active participants reported on line 7a of the Form 55002022-01-013,999
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-011,135
Total of all active and inactive participants2022-01-015,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015,147
Number of participants with account balances2022-01-015,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,286
Total number of active participants reported on line 7a of the Form 55002021-01-013,668
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01954
Total of all active and inactive participants2021-01-014,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,636
Number of participants with account balances2021-01-014,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,213
Total number of active participants reported on line 7a of the Form 55002020-01-013,469
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01805
Total of all active and inactive participants2020-01-014,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,286
Number of participants with account balances2020-01-014,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,947
Total number of active participants reported on line 7a of the Form 55002019-01-013,443
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01760
Total of all active and inactive participants2019-01-014,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,213
Number of participants with account balances2019-01-014,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,667
Total number of active participants reported on line 7a of the Form 55002018-01-013,292
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01645
Total of all active and inactive participants2018-01-013,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,947
Number of participants with account balances2018-01-013,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,417
Total number of active participants reported on line 7a of the Form 55002017-01-013,091
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01572
Total of all active and inactive participants2017-01-013,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,667
Number of participants with account balances2017-01-013,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,009
Total number of active participants reported on line 7a of the Form 55002016-01-012,911
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01501
Total of all active and inactive participants2016-01-013,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,417
Number of participants with account balances2016-01-013,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,903
Total number of active participants reported on line 7a of the Form 55002015-01-012,559
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01446
Total of all active and inactive participants2015-01-013,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,009
Number of participants with account balances2015-01-013,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,106
Total number of active participants reported on line 7a of the Form 55002014-01-012,337
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01563
Total of all active and inactive participants2014-01-012,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,903
Number of participants with account balances2014-01-012,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,986
Total number of active participants reported on line 7a of the Form 55002013-01-011,750
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01354
Total of all active and inactive participants2013-01-012,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,106
Number of participants with account balances2013-01-012,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,715
Total number of active participants reported on line 7a of the Form 55002012-01-011,722
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01263
Total of all active and inactive participants2012-01-011,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,986
Number of participants with account balances2012-01-011,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,624
Total number of active participants reported on line 7a of the Form 55002011-01-011,528
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01186
Total of all active and inactive participants2011-01-011,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,715
Number of participants with account balances2011-01-011,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,562
Total number of active participants reported on line 7a of the Form 55002010-01-011,467
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01157
Total of all active and inactive participants2010-01-011,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,624
Number of participants with account balances2010-01-011,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0154
2009: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,479
Total number of active participants reported on line 7a of the Form 55002009-01-011,422
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01250
Total of all active and inactive participants2009-01-011,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,672
Number of participants with account balances2009-01-011,559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0148

Financial Data on FRESENIUS KABI USA, LLC SAVINGS & RET PLAN

Measure Date Value
2022 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$28,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-32,895,817
Total loss/gain on sale of assets2022-12-31$-4,032
Total of all expenses incurred2022-12-31$38,000,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$37,727,930
Expenses. Certain deemed distributions of participant loans2022-12-31$104,426
Value of total corrective distributions2022-12-31$6,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$50,087,629
Value of total assets at end of year2022-12-31$421,351,198
Value of total assets at beginning of year2022-12-31$492,219,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$162,171
Total interest from all sources2022-12-31$1,541,907
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,141,001
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$4,141,001
Administrative expenses professional fees incurred2022-12-31$29,750
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$32,450,994
Participant contributions at end of year2022-12-31$7,754,039
Participant contributions at beginning of year2022-12-31$7,533,895
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,750,246
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,555,602
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,910,427
Other income not declared elsewhere2022-12-31$-245,739
Administrative expenses (other) incurred2022-12-31$5,365
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-70,896,600
Value of net assets at end of year (total assets less liabilities)2022-12-31$421,351,198
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$492,219,445
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$10,593
Assets. partnership/joint venture interests at beginning of year2022-12-31$14,625
Investment advisory and management fees2022-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$251,366,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$297,419,895
Value of interest in pooled separate accounts at end of year2022-12-31$86,386,337
Value of interest in pooled separate accounts at beginning of year2022-12-31$112,292,723
Interest on participant loans2022-12-31$353,728
Interest earned on other investments2022-12-31$1,188,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$73,083,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$71,402,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-53,765,060
Net investment gain/loss from pooled separate accounts2022-12-31$-34,651,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$11,726,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$37,727,930
Contract administrator fees2022-12-31$37,056
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$10,593
Aggregate carrying amount (costs) on sale of assets2022-12-31$14,625
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,402
Total unrealized appreciation/depreciation of assets2021-12-31$3,402
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$96,511,716
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$28,625,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,426,376
Expenses. Certain deemed distributions of participant loans2021-12-31$19,801
Value of total corrective distributions2021-12-31$10,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$43,483,733
Value of total assets at end of year2021-12-31$492,219,445
Value of total assets at beginning of year2021-12-31$424,333,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$169,171
Total interest from all sources2021-12-31$1,539,546
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,839,856
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$3,839,856
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$29,550,252
Participant contributions at end of year2021-12-31$7,533,895
Participant contributions at beginning of year2021-12-31$7,181,078
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,555,602
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,602,590
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,732,998
Other income not declared elsewhere2021-12-31$489,239
Administrative expenses (other) incurred2021-12-31$169,171
Total non interest bearing cash at end of year2021-12-31$152
Total non interest bearing cash at beginning of year2021-12-31$335
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$67,885,868
Value of net assets at end of year (total assets less liabilities)2021-12-31$492,219,445
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$424,333,577
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
Assets. partnership/joint venture interests at end of year2021-12-31$14,625
Assets. partnership/joint venture interests at beginning of year2021-12-31$11,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$297,419,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$254,726,477
Value of interest in pooled separate accounts at end of year2021-12-31$112,292,723
Value of interest in pooled separate accounts at beginning of year2021-12-31$92,986,657
Interest on participant loans2021-12-31$355,630
Interest earned on other investments2021-12-31$1,183,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$71,402,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$65,825,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,069,101
Net investment gain/loss from pooled separate accounts2021-12-31$21,086,839
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$10,200,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$28,426,376
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-268
Total unrealized appreciation/depreciation of assets2020-12-31$-268
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$105,816,135
Total loss/gain on sale of assets2020-12-31$-11,491
Total of all expenses incurred2020-12-31$25,004,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,829,133
Expenses. Certain deemed distributions of participant loans2020-12-31$12,113
Value of total corrective distributions2020-12-31$12,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$40,033,911
Value of total assets at end of year2020-12-31$424,333,577
Value of total assets at beginning of year2020-12-31$343,522,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150,723
Total interest from all sources2020-12-31$1,552,945
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,406,875
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$3,406,875
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$26,981,633
Participant contributions at end of year2020-12-31$7,181,078
Participant contributions at beginning of year2020-12-31$6,907,182
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,602,590
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,272,360
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,661,955
Other income not declared elsewhere2020-12-31$600,224
Administrative expenses (other) incurred2020-12-31$150,723
Total non interest bearing cash at end of year2020-12-31$335
Total non interest bearing cash at beginning of year2020-12-31$69
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$80,811,416
Value of net assets at end of year (total assets less liabilities)2020-12-31$424,333,577
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$343,522,161
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
Assets. partnership/joint venture interests at end of year2020-12-31$11,223
Assets. partnership/joint venture interests at beginning of year2020-12-31$11,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$254,726,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$210,645,701
Value of interest in pooled separate accounts at end of year2020-12-31$92,986,657
Value of interest in pooled separate accounts at beginning of year2020-12-31$70,984,212
Interest on participant loans2020-12-31$394,499
Interest earned on other investments2020-12-31$1,158,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$65,825,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$52,701,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$33,767,723
Net investment gain/loss from pooled separate accounts2020-12-31$26,466,216
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$9,390,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,829,133
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
Aggregate carrying amount (costs) on sale of assets2020-12-31$11,491
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,582
Total unrealized appreciation/depreciation of assets2019-12-31$3,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$100,553,542
Total loss/gain on sale of assets2019-12-31$-7,910
Total of all expenses incurred2019-12-31$23,957,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,789,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$40,305,375
Value of total assets at end of year2019-12-31$343,522,161
Value of total assets at beginning of year2019-12-31$266,926,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167,964
Total interest from all sources2019-12-31$1,467,947
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,582,469
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$3,582,469
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$25,892,956
Participant contributions at end of year2019-12-31$6,907,182
Participant contributions at beginning of year2019-12-31$6,216,914
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,272,360
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,757,431
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,176,425
Other income not declared elsewhere2019-12-31$599,177
Administrative expenses (other) incurred2019-12-31$167,964
Total non interest bearing cash at end of year2019-12-31$69
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$76,596,131
Value of net assets at end of year (total assets less liabilities)2019-12-31$343,522,161
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$266,926,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$11,491
Assets. partnership/joint venture interests at beginning of year2019-12-31$7,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$210,645,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$158,402,508
Value of interest in pooled separate accounts at end of year2019-12-31$70,984,212
Value of interest in pooled separate accounts at beginning of year2019-12-31$54,243,880
Interest on participant loans2019-12-31$358,899
Interest earned on other investments2019-12-31$1,109,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$52,701,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$46,297,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$37,573,366
Net investment gain/loss from pooled separate accounts2019-12-31$17,029,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,235,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,789,447
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
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,910
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$17,040,394
Total loss/gain on sale of assets2018-12-31$-160
Total of all expenses incurred2018-12-31$21,570,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,399,495
Expenses. Certain deemed distributions of participant loans2018-12-31$16,498
Value of total corrective distributions2018-12-31$1,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$36,435,005
Value of total assets at end of year2018-12-31$266,926,030
Value of total assets at beginning of year2018-12-31$271,456,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$153,055
Total interest from all sources2018-12-31$1,214,273
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,873,139
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$2,873,139
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$23,123,483
Participant contributions at end of year2018-12-31$6,216,914
Participant contributions at beginning of year2018-12-31$6,235,991
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,757,431
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,024,577
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,930,504
Other income not declared elsewhere2018-12-31$-227,654
Administrative expenses (other) incurred2018-12-31$153,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,530,333
Value of net assets at end of year (total assets less liabilities)2018-12-31$266,926,030
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$271,456,363
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
Assets. partnership/joint venture interests at end of year2018-12-31$7,910
Assets. partnership/joint venture interests at beginning of year2018-12-31$20,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$158,402,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$162,967,860
Value of interest in pooled separate accounts at end of year2018-12-31$54,243,880
Value of interest in pooled separate accounts at beginning of year2018-12-31$56,934,094
Interest on participant loans2018-12-31$305,317
Interest earned on other investments2018-12-31$908,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$46,297,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$43,273,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,860,591
Net investment gain/loss from pooled separate accounts2018-12-31$-3,393,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,381,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,399,495
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
Aggregate proceeds on sale of assets2018-12-31$6,974
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,134
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,840
Total unrealized appreciation/depreciation of assets2017-12-31$4,840
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$68,537,752
Total loss/gain on sale of assets2017-12-31$-13,459
Total of all expenses incurred2017-12-31$14,902,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,704,384
Expenses. Certain deemed distributions of participant loans2017-12-31$4,434
Value of total corrective distributions2017-12-31$8,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,178,547
Value of total assets at end of year2017-12-31$271,456,363
Value of total assets at beginning of year2017-12-31$217,821,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$185,627
Total interest from all sources2017-12-31$1,002,139
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,151,906
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$2,151,906
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$20,231,249
Participant contributions at end of year2017-12-31$6,235,991
Participant contributions at beginning of year2017-12-31$5,248,795
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,024,577
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,873,041
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,327,717
Other income not declared elsewhere2017-12-31$388,861
Administrative expenses (other) incurred2017-12-31$185,627
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$53,635,235
Value of net assets at end of year (total assets less liabilities)2017-12-31$271,456,363
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$217,821,128
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
Assets. partnership/joint venture interests at end of year2017-12-31$20,089
Assets. partnership/joint venture interests at beginning of year2017-12-31$30,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$162,967,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$127,773,833
Value of interest in pooled separate accounts at end of year2017-12-31$56,934,094
Value of interest in pooled separate accounts at beginning of year2017-12-31$44,503,371
Interest on participant loans2017-12-31$266,619
Interest earned on other investments2017-12-31$735,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$43,273,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$38,391,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,325,463
Net investment gain/loss from pooled separate accounts2017-12-31$12,499,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,619,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,704,384
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
Aggregate carrying amount (costs) on sale of assets2017-12-31$13,459
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 name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$314
Total unrealized appreciation/depreciation of assets2016-12-31$314
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$41,454,750
Total loss/gain on sale of assets2016-12-31$-891
Total of all expenses incurred2016-12-31$12,406,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,274,620
Expenses. Certain deemed distributions of participant loans2016-12-31$-899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,906,001
Value of total assets at end of year2016-12-31$217,821,128
Value of total assets at beginning of year2016-12-31$188,773,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$132,921
Total interest from all sources2016-12-31$860,655
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,791,991
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$1,791,991
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$17,464,340
Participant contributions at end of year2016-12-31$5,248,795
Participant contributions at beginning of year2016-12-31$4,306,781
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,873,041
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,838,868
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,461,938
Other income not declared elsewhere2016-12-31$50,452
Administrative expenses (other) incurred2016-12-31$132,921
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$29,048,108
Value of net assets at end of year (total assets less liabilities)2016-12-31$217,821,128
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$188,773,020
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
Assets. partnership/joint venture interests at end of year2016-12-31$30,120
Assets. partnership/joint venture interests at beginning of year2016-12-31$16,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$127,773,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$100,686,060
Value of interest in pooled separate accounts at end of year2016-12-31$44,503,371
Value of interest in pooled separate accounts at beginning of year2016-12-31$49,000,344
Interest on participant loans2016-12-31$199,744
Interest earned on other investments2016-12-31$660,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$38,391,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,924,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,614,948
Net investment gain/loss from pooled separate accounts2016-12-31$2,231,280
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$6,979,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,274,620
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
Aggregate proceeds on sale of assets2016-12-31$11,845
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,736
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 name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : FRESENIUS KABI USA, LLC SAVINGS & RET 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$22,443,715
Total loss/gain on sale of assets2015-12-31$-6,708
Total of all expenses incurred2015-12-31$15,355,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,227,488
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,496,177
Value of total assets at end of year2015-12-31$188,773,020
Value of total assets at beginning of year2015-12-31$181,685,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,914
Total interest from all sources2015-12-31$772,851
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,570,769
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$1,570,769
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$14,884,672
Participant contributions at end of year2015-12-31$4,306,781
Participant contributions at beginning of year2015-12-31$3,967,427
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,838,868
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,041,834
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,464,872
Other income not declared elsewhere2015-12-31$63,893
Administrative expenses (other) incurred2015-12-31$129,914
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,087,952
Value of net assets at end of year (total assets less liabilities)2015-12-31$188,773,020
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$181,685,068
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
Assets. partnership/joint venture interests at end of year2015-12-31$16,175
Assets. partnership/joint venture interests at beginning of year2015-12-31$50,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$100,686,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$94,926,488
Value of interest in pooled separate accounts at end of year2015-12-31$49,000,344
Value of interest in pooled separate accounts at beginning of year2015-12-31$49,910,388
Interest on participant loans2015-12-31$175,985
Interest earned on other investments2015-12-31$596,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,924,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,788,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,856,449
Net investment gain/loss from pooled separate accounts2015-12-31$1,403,182
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$6,146,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,227,488
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
Aggregate proceeds on sale of assets2015-12-31$16,175
Aggregate carrying amount (costs) on sale of assets2015-12-31$22,883
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 name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$50,940
Total unrealized appreciation/depreciation of assets2014-12-31$50,940
Total transfer of assets to this plan2014-12-31$43,108,345
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$27,686,500
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,846,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,670,171
Expenses. Certain deemed distributions of participant loans2014-12-31$1,328
Value of total corrective distributions2014-12-31$8,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,185,450
Value of total assets at end of year2014-12-31$181,685,068
Value of total assets at beginning of year2014-12-31$127,736,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$166,522
Total interest from all sources2014-12-31$675,210
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,325,359
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$1,325,359
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$11,866,309
Participant contributions at end of year2014-12-31$3,967,427
Participant contributions at beginning of year2014-12-31$3,478,373
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,041,834
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,883,357
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,111,855
Other income not declared elsewhere2014-12-31$247,216
Administrative expenses (other) incurred2014-12-31$166,522
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$80
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$10,840,260
Value of net assets at end of year (total assets less liabilities)2014-12-31$181,685,068
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$127,736,463
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
Assets. partnership/joint venture interests at end of year2014-12-31$50,029
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$94,926,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$64,429,936
Value of interest in pooled separate accounts at end of year2014-12-31$49,910,388
Value of interest in pooled separate accounts at beginning of year2014-12-31$35,721,365
Interest on participant loans2014-12-31$156,756
Interest earned on other investments2014-12-31$518,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$30,788,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,223,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,512,635
Net investment gain/loss from pooled separate accounts2014-12-31$3,689,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,207,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,670,171
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 name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : FRESENIUS KABI USA, LLC SAVINGS & RET 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$0
Total income from all sources (including contributions)2013-12-31$32,344,302
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,984,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,833,540
Value of total corrective distributions2013-12-31$754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,452,564
Value of total assets at end of year2013-12-31$127,736,463
Value of total assets at beginning of year2013-12-31$106,376,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$150,274
Total interest from all sources2013-12-31$550,845
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$746,428
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$746,428
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$8,493,214
Participant contributions at end of year2013-12-31$3,478,373
Participant contributions at beginning of year2013-12-31$3,101,819
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,883,357
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,759,933
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$298,014
Other income not declared elsewhere2013-12-31$114,516
Administrative expenses (other) incurred2013-12-31$150,274
Total non interest bearing cash at end of year2013-12-31$80
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$21,359,734
Value of net assets at end of year (total assets less liabilities)2013-12-31$127,736,463
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$106,376,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$64,429,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$51,914,019
Value of interest in pooled separate accounts at end of year2013-12-31$35,721,365
Value of interest in pooled separate accounts at beginning of year2013-12-31$29,798,872
Interest on participant loans2013-12-31$138,187
Interest earned on other investments2013-12-31$412,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,223,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,802,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,840,578
Net investment gain/loss from pooled separate accounts2013-12-31$8,639,371
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$3,661,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,833,540
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 name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$24,940,767
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,178,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,024,664
Expenses. Certain deemed distributions of participant loans2012-12-31$24,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,094,692
Value of total assets at end of year2012-12-31$106,376,729
Value of total assets at beginning of year2012-12-31$88,614,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$129,286
Total interest from all sources2012-12-31$546,644
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$656,369
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$656,369
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$8,115,278
Participant contributions at end of year2012-12-31$3,101,819
Participant contributions at beginning of year2012-12-31$2,814,802
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,759,933
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,592,746
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,388,633
Other income not declared elsewhere2012-12-31$93,303
Administrative expenses (other) incurred2012-12-31$129,286
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$17,761,920
Value of net assets at end of year (total assets less liabilities)2012-12-31$106,376,729
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$88,614,809
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$51,914,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,062,183
Value of interest in pooled separate accounts at end of year2012-12-31$29,798,872
Value of interest in pooled separate accounts at beginning of year2012-12-31$28,630,350
Interest on participant loans2012-12-31$118,915
Interest earned on other investments2012-12-31$427,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,802,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,514,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,552,294
Net investment gain/loss from pooled separate accounts2012-12-31$3,997,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,590,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,024,664
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 name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,088,987
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,652,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,550,609
Expenses. Certain deemed distributions of participant loans2011-12-31$58,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,121,324
Value of total assets at end of year2011-12-31$88,614,809
Value of total assets at beginning of year2011-12-31$86,178,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,158
Total interest from all sources2011-12-31$497,573
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$467,336
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$467,336
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$6,674,223
Participant contributions at end of year2011-12-31$2,814,802
Participant contributions at beginning of year2011-12-31$2,414,917
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,592,746
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$396
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,508,665
Other income not declared elsewhere2011-12-31$9,709
Administrative expenses (other) incurred2011-12-31$43,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,436,637
Value of net assets at end of year (total assets less liabilities)2011-12-31$88,614,809
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$86,178,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,062,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$66,616,572
Value of interest in pooled separate accounts at end of year2011-12-31$28,630,350
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,963,565
Interest on participant loans2011-12-31$116,568
Interest earned on other investments2011-12-31$381,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,514,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,212,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-946,371
Net investment gain/loss from pooled separate accounts2011-12-31$-60,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,938,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,550,609
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$3,276
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$957,866
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$190,568
Total unrealized appreciation/depreciation of assets2010-12-31$190,568
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$19,585,805
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,126,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,011,765
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$1,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,183,760
Value of total assets at end of year2010-12-31$86,178,172
Value of total assets at beginning of year2010-12-31$71,718,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$113,576
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$486,374
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$950,001
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$939,387
Administrative expenses professional fees incurred2010-12-31$10,712
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$3,276
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$14,329
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-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$6,136,478
Participant contributions at end of year2010-12-31$2,414,917
Participant contributions at beginning of year2010-12-31$2,151,427
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$396
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,286
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$257,178
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$1,213
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$14,459,408
Value of net assets at end of year (total assets less liabilities)2010-12-31$86,178,172
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,718,764
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$71,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$66,616,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$52,885,558
Value of interest in pooled separate accounts at end of year2010-12-31$3,963,565
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,264,735
Interest on participant loans2010-12-31$134,703
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$351,671
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$40,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$40,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,212,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,516,677
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,181,839
Net investment gain/loss from pooled separate accounts2010-12-31$592,050
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$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
Contributions received in cash from employer2010-12-31$2,790,104
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$10,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,011,765
Contract administrator fees2010-12-31$31,152
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$957,866
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$842,039
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : FRESENIUS KABI USA, LLC SAVINGS & RET 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 FRESENIUS KABI USA, LLC SAVINGS & RET PLAN

2022: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FRESENIUS KABI USA, LLC SAVINGS & RET 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FRESENIUS KABI USA, LLC SAVINGS & RET 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FRESENIUS KABI USA, LLC SAVINGS & RET 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FRESENIUS KABI USA, LLC SAVINGS & RET 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FRESENIUS KABI USA, LLC SAVINGS & RET 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FRESENIUS KABI USA, LLC SAVINGS & RET PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041637
Policy instance 1
Insurance contract or identification number041637
Number of Individuals Covered5147
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041637
Policy instance 1
Insurance contract or identification number041637
Number of Individuals Covered4636
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041637
Policy instance 1
Insurance contract or identification number041637
Number of Individuals Covered4286
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041637
Policy instance 1
Insurance contract or identification number041637
Number of Individuals Covered4213
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number765361
Policy instance 1
Insurance contract or identification number765361
Number of Individuals Covered3667
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number765361
Policy instance 1
Insurance contract or identification number765361
Number of Individuals Covered3009
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number765361
Policy instance 1
Insurance contract or identification number765361
Number of Individuals Covered2903
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number765361
Policy instance 1
Insurance contract or identification number765361
Number of Individuals Covered2106
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number765361
Policy instance 1
Insurance contract or identification number765361
Number of Individuals Covered1986
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number765361
Policy instance 3
Insurance contract or identification number765361
Number of Individuals Covered1715
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,840
Total amount of fees paid to insurance companyUSD $391
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516637
Policy instance 2
Insurance contract or identification number516637
Number of Individuals Covered0
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516637
Policy instance 2
Insurance contract or identification number516637
Number of Individuals Covered1624
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered1624
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $41,597
Total amount of fees paid to insurance companyUSD $4,820
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,239
Amount paid for insurance broker fees4820
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC

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