401k Plan data: PARKER-HANNIFIN COLLECTIVE TRUST plan

PARKER-HANNIFIN COLLECTIVE TRUST 401k Plan overview

Plan Name	PARKER-HANNIFIN COLLECTIVE TRUST
Plan identification number	500

PARKER-HANNIFIN COLLECTIVE TRUST Benefits

401k Plan Type	Other Pension Benefit
Plan Features/Benefits	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

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

Company Name: PARKER HANNIFIN CORPORATION

Employer identification number (EIN): 340451060

NAIC Classification: 333200

Additional information about PARKER HANNIFIN CORPORATION

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 572429

More information about PARKER HANNIFIN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARKER-HANNIFIN COLLECTIVE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
500 2012-07-01 KEITH RACE
500 2011-07-01 KEITH RACE
500 2010-07-01 KEITH RACE
500 2009-07-01 CRAIG J. MOCKLER

Plan id#	Filing Submission Date	Name of Administrator
500	2012-07-01	KEITH RACE
500	2011-07-01	KEITH RACE
500	2010-07-01	KEITH RACE
500	2009-07-01	CRAIG J. MOCKLER

Plan Statistics for PARKER-HANNIFIN COLLECTIVE TRUST

401k plan membership statisitcs for PARKER-HANNIFIN COLLECTIVE TRUST

Measure Date Value
2012: PARKER-HANNIFIN COLLECTIVE TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 0
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 0
2011: PARKER-HANNIFIN COLLECTIVE TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 0
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: PARKER-HANNIFIN COLLECTIVE TRUST 2010 401k membership
Total participants, beginning-of-year 2010-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 0
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: PARKER-HANNIFIN COLLECTIVE TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 0
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 0

Measure	Date	Value
2012: PARKER-HANNIFIN COLLECTIVE TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	0
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	0
2011: PARKER-HANNIFIN COLLECTIVE TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	0
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: PARKER-HANNIFIN COLLECTIVE TRUST 2010 401k membership
Total participants, beginning-of-year	2010-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	0
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: PARKER-HANNIFIN COLLECTIVE TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	0
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	0

Financial Data on PARKER-HANNIFIN COLLECTIVE TRUST

Measure	Date	Value
2013 : PARKER-HANNIFIN COLLECTIVE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$98,818,055
Total unrealized appreciation/depreciation of assets	2013-06-30	$98,818,055
Total transfer of assets to this plan	2013-06-30	$287,099,542
Total transfer of assets from this plan	2013-06-30	$143,682,801
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$87,658,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$119,889,178
Total income from all sources (including contributions)	2013-06-30	$210,897,541
Total loss/gain on sale of assets	2013-06-30	$48,417,237
Total of all expenses incurred	2013-06-30	$14,091,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$0
Value of total assets at end of year	2013-06-30	$2,366,149,816
Value of total assets at beginning of year	2013-06-30	$2,058,157,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$14,091,577
Total interest from all sources	2013-06-30	$8,207,167
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$34,172,544
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$20,671,670
Administrative expenses professional fees incurred	2013-06-30	$1,284,668
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-06-30	$503,225
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-06-30	$4,917,374
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$40,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$-12,952,657
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$45,532,019
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$70,415,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$71,966,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$87,658,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$119,889,178
Other income not declared elsewhere	2013-06-30	$667,514
Administrative expenses (other) incurred	2013-06-30	$3,774,221
Total non interest bearing cash at end of year	2013-06-30	$-29,499
Total non interest bearing cash at beginning of year	2013-06-30	$-24,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$196,805,964
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,278,490,888
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,938,268,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Assets. partnership/joint venture interests at end of year	2013-06-30	$521,013,279
Assets. partnership/joint venture interests at beginning of year	2013-06-30	$305,923,942
Investment advisory and management fees	2013-06-30	$7,708,847
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$442,028,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$385,545,375
Interest earned on other investments	2013-06-30	$2,629,377
Income. Interest from US Government securities	2013-06-30	$1,256,321
Income. Interest from corporate debt instruments	2013-06-30	$4,331,303
Value of interest in common/collective trusts at end of year	2013-06-30	$623,398,080
Value of interest in common/collective trusts at beginning of year	2013-06-30	$540,995,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$23,365,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$4,355,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$4,355,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$-9,834
Asset value of US Government securities at end of year	2013-06-30	$56,356,833
Asset value of US Government securities at beginning of year	2013-06-30	$71,893,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$1,101,913
Net investment gain or loss from common/collective trusts	2013-06-30	$19,513,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Assets. Invements in employer securities at end of year	2013-06-30	$126,833,823
Assets. Invements in employer securities at beginning of year	2013-06-30	$102,211,576
Income. Dividends from preferred stock	2013-06-30	$163,320
Income. Dividends from common stock	2013-06-30	$13,337,554
Asset. Corporate debt instrument preferred debt at end of year	2013-06-30	$9,970,026
Asset. Corporate debt instrument preferred debt at beginning of year	2013-06-30	$8,197,781
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$60,627,652
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$53,160,307
Contract administrator fees	2013-06-30	$1,323,841
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$444,619,251
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$463,483,008
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$2,288,582,450
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$2,240,165,213
2012 : PARKER-HANNIFIN COLLECTIVE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$-30,314,665
Total unrealized appreciation/depreciation of assets	2012-06-30	$-30,314,665
Total transfer of assets from this plan	2012-06-30	$103,820,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$119,889,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$142,059,364
Total income from all sources (including contributions)	2012-06-30	$3,760,426
Total loss/gain on sale of assets	2012-06-30	$-20,097,814
Total of all expenses incurred	2012-06-30	$11,873,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$0
Value of total assets at end of year	2012-06-30	$2,058,157,361
Value of total assets at beginning of year	2012-06-30	$2,192,261,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$11,873,725
Total interest from all sources	2012-06-30	$5,734,614
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$31,865,039
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$20,460,127
Administrative expenses professional fees incurred	2012-06-30	$2,183,875
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-06-30	$4,917,374
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-06-30	$3,939,040
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$40,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$45,532,019
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$55,805,947
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$71,966,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$116,277,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$119,889,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$142,059,364
Other income not declared elsewhere	2012-06-30	$1,172,119
Administrative expenses (other) incurred	2012-06-30	$2,292,392
Liabilities. Value of operating payables at end of year	2012-06-30	$0
Liabilities. Value of operating payables at beginning of year	2012-06-30	$0
Total non interest bearing cash at end of year	2012-06-30	$-24,748
Total non interest bearing cash at beginning of year	2012-06-30	$-40,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-8,113,299
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,938,268,183
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,050,202,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Assets. partnership/joint venture interests at end of year	2012-06-30	$305,923,942
Assets. partnership/joint venture interests at beginning of year	2012-06-30	$256,807,497
Investment advisory and management fees	2012-06-30	$5,919,149
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$385,545,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$506,742,260
Interest earned on other investments	2012-06-30	$743,981
Income. Interest from US Government securities	2012-06-30	$2,278,429
Income. Interest from corporate debt instruments	2012-06-30	$2,711,228
Value of interest in common/collective trusts at end of year	2012-06-30	$540,995,441
Value of interest in common/collective trusts at beginning of year	2012-06-30	$508,847,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$4,355,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$3,042,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$3,042,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$976
Asset value of US Government securities at end of year	2012-06-30	$71,893,088
Asset value of US Government securities at beginning of year	2012-06-30	$83,460,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$3,768,271
Net investment gain or loss from common/collective trusts	2012-06-30	$10,346,444
Net gain/loss from 103.12 investment entities	2012-06-30	$1,286,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Assets. Invements in employer securities at end of year	2012-06-30	$102,211,576
Assets. Invements in employer securities at beginning of year	2012-06-30	$119,856,295
Income. Dividends from preferred stock	2012-06-30	$208,650
Income. Dividends from common stock	2012-06-30	$11,196,262
Asset. Corporate debt instrument preferred debt at end of year	2012-06-30	$8,197,781
Asset. Corporate debt instrument preferred debt at beginning of year	2012-06-30	$2,592,210
Asset. Corporate debt instrument debt (other) at end of year	2012-06-30	$53,160,307
Asset. Corporate debt instrument debt (other) at beginning of year	2012-06-30	$5,702,658
Contract administrator fees	2012-06-30	$1,478,309
Assets. Corporate common stocks other than exployer securities at end of year	2012-06-30	$463,483,008
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-06-30	$529,228,213
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$934,408,060
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$954,505,874
2011 : PARKER-HANNIFIN COLLECTIVE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$127,536,145
Total unrealized appreciation/depreciation of assets	2011-06-30	$127,536,145
Total transfer of assets to this plan	2011-06-30	$402,504,201
Total transfer of assets from this plan	2011-06-30	$104,739,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$142,059,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$9,384,232
Total income from all sources (including contributions)	2011-06-30	$347,941,885
Total loss/gain on sale of assets	2011-06-30	$97,793,621
Total of all expenses incurred	2011-06-30	$14,569,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$0
Value of total assets at end of year	2011-06-30	$2,192,261,575
Value of total assets at beginning of year	2011-06-30	$1,428,449,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$14,569,703
Total interest from all sources	2011-06-30	$5,132,468
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$30,864,803
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$19,034,103
Administrative expenses professional fees incurred	2011-06-30	$1,114,176
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-06-30	$3,939,040
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-06-30	$472,599
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$40,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Assets. Other investments not covered elsewhere at end of year	2011-06-30	$55,805,947
Assets. Other investments not covered elsewhere at beginning of year	2011-06-30	$78,936,989
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$116,277,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$142,059,364
Other income not declared elsewhere	2011-06-30	$360,245
Administrative expenses (other) incurred	2011-06-30	$3,956,199
Liabilities. Value of operating payables at end of year	2011-06-30	$0
Liabilities. Value of operating payables at beginning of year	2011-06-30	$9,384,232
Total non interest bearing cash at end of year	2011-06-30	$-40,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$333,372,182
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,050,202,211
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,419,065,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Assets. partnership/joint venture interests at end of year	2011-06-30	$256,807,497
Investment advisory and management fees	2011-06-30	$6,827,830
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$506,742,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$120,866,554
Interest earned on other investments	2011-06-30	$98,717
Income. Interest from US Government securities	2011-06-30	$4,501,963
Income. Interest from corporate debt instruments	2011-06-30	$517,226
Value of interest in common/collective trusts at end of year	2011-06-30	$508,847,257
Value of interest in common/collective trusts at beginning of year	2011-06-30	$448,399,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$3,042,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$55,391,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$55,391,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$14,562
Asset value of US Government securities at end of year	2011-06-30	$83,460,175
Asset value of US Government securities at beginning of year	2011-06-30	$95,285,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$14,062,583
Net investment gain or loss from common/collective trusts	2011-06-30	$72,192,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Assets. Invements in employer securities at end of year	2011-06-30	$119,856,295
Assets. Invements in employer securities at beginning of year	2011-06-30	$74,000,001
Income. Dividends from preferred stock	2011-06-30	$65,189
Income. Dividends from common stock	2011-06-30	$11,765,511
Asset. Corporate debt instrument preferred debt at end of year	2011-06-30	$2,592,210
Asset. Corporate debt instrument debt (other) at end of year	2011-06-30	$5,702,658
Asset. Corporate debt instrument debt (other) at beginning of year	2011-06-30	$29,639,019
Contract administrator fees	2011-06-30	$2,671,498
Assets. Corporate common stocks other than exployer securities at end of year	2011-06-30	$529,228,213
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-06-30	$525,456,954
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$955,961,853
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$858,168,232

Form 5500 Responses for PARKER-HANNIFIN COLLECTIVE TRUST

2012: PARKER-HANNIFIN COLLECTIVE TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	DFE (Diect Filing Entity)
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: PARKER-HANNIFIN COLLECTIVE TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	DFE (Diect Filing Entity)
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: PARKER-HANNIFIN COLLECTIVE TRUST 2010 form 5500 responses
2010-07-01	Type of plan entity	DFE (Diect Filing Entity)
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: PARKER-HANNIFIN COLLECTIVE TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	DFE (Diect Filing Entity)
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PARKER HANNIFIN CORPORATION
Employer identification number (EIN):	340451060
NAIC Classification:	333200

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	572429