JOY GLOBAL INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOY GLOBAL INC. PENSION PLAN TRUST
| Measure | Date | Value |
|---|
| 2014 : JOY GLOBAL INC. PENSION PLAN TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-10-31 | $35,250,296 |
| Total unrealized appreciation/depreciation of assets | 2014-10-31 | $35,250,296 |
| Total transfer of assets to this plan | 2014-10-31 | $292,364,119 |
| Total transfer of assets from this plan | 2014-10-31 | $1,453,832,815 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $44,265,908 |
| Total income from all sources (including contributions) | 2014-10-31 | $115,705,980 |
| Total loss/gain on sale of assets | 2014-10-31 | $22,047,868 |
| Total of all expenses incurred | 2014-10-31 | $6,891,061 |
| Value of total assets at end of year | 2014-10-31 | $0 |
| Value of total assets at beginning of year | 2014-10-31 | $1,096,919,685 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-10-31 | $6,891,061 |
| Total interest from all sources | 2014-10-31 | $29,843,437 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-10-31 | $5,009,464 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-10-31 | $3,091,802 |
| Administrative expenses professional fees incurred | 2014-10-31 | $2,054,397 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-10-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-10-31 | $497,056 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-10-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-10-31 | $39,323,937 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-10-31 | $46,401,604 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-10-31 | $44,265,908 |
| Administrative expenses (other) incurred | 2014-10-31 | $1,132,198 |
| Total non interest bearing cash at end of year | 2014-10-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-10-31 | $-13,822 |
| Value of net income/loss | 2014-10-31 | $108,814,919 |
| Value of net assets at end of year (total assets less liabilities) | 2014-10-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,052,653,777 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-10-31 | No |
| Investment advisory and management fees | 2014-10-31 | $3,704,466 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-10-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-10-31 | $144,819,620 |
| Interest earned on other investments | 2014-10-31 | $2,232,733 |
| Income. Interest from US Government securities | 2014-10-31 | $5,131,977 |
| Income. Interest from corporate debt instruments | 2014-10-31 | $22,452,172 |
| Value of interest in common/collective trusts at end of year | 2014-10-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2014-10-31 | $4,880,073 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-10-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-10-31 | $6,641,851 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-10-31 | $6,641,851 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-10-31 | $26,555 |
| Asset value of US Government securities at end of year | 2014-10-31 | $0 |
| Asset value of US Government securities at beginning of year | 2014-10-31 | $325,919,321 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-10-31 | $23,548,977 |
| Net investment gain or loss from common/collective trusts | 2014-10-31 | $5,938 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-10-31 | Yes |
| Income. Dividends from preferred stock | 2014-10-31 | $7,719 |
| Income. Dividends from common stock | 2014-10-31 | $1,909,943 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-10-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-10-31 | $300,472,658 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-10-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-10-31 | $162,494,142 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-10-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-10-31 | $65,483,245 |
| Did the plan have assets held for investment | 2014-10-31 | No |
| Aggregate proceeds on sale of assets | 2014-10-31 | $902,518,644 |
| Aggregate carrying amount (costs) on sale of assets | 2014-10-31 | $880,470,776 |
| 2013 : JOY GLOBAL INC. PENSION PLAN TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-10-31 | $-47,564,444 |
| Total unrealized appreciation/depreciation of assets | 2013-10-31 | $-47,564,444 |
| Total transfer of assets to this plan | 2013-10-31 | $154,205,052 |
| Total transfer of assets from this plan | 2013-10-31 | $129,684,914 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $44,265,908 |
| Total income from all sources (including contributions) | 2013-10-31 | $3,189,867 |
| Total loss/gain on sale of assets | 2013-10-31 | $-14,718,442 |
| Total of all expenses incurred | 2013-10-31 | $6,912,697 |
| Value of total assets at end of year | 2013-10-31 | $1,096,919,685 |
| Value of total assets at beginning of year | 2013-10-31 | $1,031,856,469 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $6,912,697 |
| Total interest from all sources | 2013-10-31 | $29,245,127 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $5,475,405 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-10-31 | $3,784,500 |
| Administrative expenses professional fees incurred | 2013-10-31 | $1,642,962 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-10-31 | $497,056 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-10-31 | $39,323,937 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-10-31 | $33,908,664 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-10-31 | $46,401,604 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-10-31 | $7,172,444 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-10-31 | $44,265,908 |
| Other income not declared elsewhere | 2013-10-31 | $118,505 |
| Administrative expenses (other) incurred | 2013-10-31 | $694,787 |
| Total non interest bearing cash at end of year | 2013-10-31 | $-13,822 |
| Total non interest bearing cash at beginning of year | 2013-10-31 | $1,028,544 |
| Value of net income/loss | 2013-10-31 | $-3,722,830 |
| Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $1,052,653,777 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,031,856,469 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
| Investment advisory and management fees | 2013-10-31 | $4,574,948 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-10-31 | $144,819,620 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-10-31 | $152,000,622 |
| Interest earned on other investments | 2013-10-31 | $1,612,227 |
| Income. Interest from US Government securities | 2013-10-31 | $5,872,669 |
| Income. Interest from corporate debt instruments | 2013-10-31 | $21,644,478 |
| Value of interest in common/collective trusts at end of year | 2013-10-31 | $4,880,073 |
| Value of interest in common/collective trusts at beginning of year | 2013-10-31 | $6,495,133 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-10-31 | $6,641,851 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-10-31 | $19,233,253 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-10-31 | $19,233,253 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-10-31 | $115,753 |
| Asset value of US Government securities at end of year | 2013-10-31 | $325,919,321 |
| Asset value of US Government securities at beginning of year | 2013-10-31 | $328,521,316 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-10-31 | $30,627,088 |
| Net investment gain or loss from common/collective trusts | 2013-10-31 | $6,628 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | Yes |
| Income. Dividends from preferred stock | 2013-10-31 | $4,545 |
| Income. Dividends from common stock | 2013-10-31 | $1,686,360 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-10-31 | $300,472,658 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-10-31 | $274,846,047 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-10-31 | $162,494,142 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-10-31 | $139,719,663 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-10-31 | $65,483,245 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-10-31 | $68,930,783 |
| Did the plan have assets held for investment | 2013-10-31 | Yes |
| Aggregate proceeds on sale of assets | 2013-10-31 | $841,956,561 |
| Aggregate carrying amount (costs) on sale of assets | 2013-10-31 | $856,675,003 |
| 2012 : JOY GLOBAL INC. PENSION PLAN TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-10-31 | $-57,791,807 |
| Total unrealized appreciation/depreciation of assets | 2012-10-31 | $-57,791,807 |
| Total transfer of assets to this plan | 2012-10-31 | $1,173,294,138 |
| Total transfer of assets from this plan | 2012-10-31 | $997,679,172 |
| Total income from all sources (including contributions) | 2012-10-31 | $35,092,199 |
| Total loss/gain on sale of assets | 2012-10-31 | $39,049,502 |
| Total of all expenses incurred | 2012-10-31 | $4,168,378 |
| Value of total assets at end of year | 2012-10-31 | $1,031,856,469 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $4,168,378 |
| Total interest from all sources | 2012-10-31 | $22,801,767 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-10-31 | $10,047,700 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-10-31 | $7,937,858 |
| Administrative expenses professional fees incurred | 2012-10-31 | $863,530 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-10-31 | $33,908,664 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-10-31 | $7,172,444 |
| Other income not declared elsewhere | 2012-10-31 | $147,431 |
| Administrative expenses (other) incurred | 2012-10-31 | $976,789 |
| Total non interest bearing cash at end of year | 2012-10-31 | $1,028,544 |
| Value of net income/loss | 2012-10-31 | $30,923,821 |
| Value of net assets at end of year (total assets less liabilities) | 2012-10-31 | $1,031,856,469 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
| Investment advisory and management fees | 2012-10-31 | $2,328,059 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-10-31 | $152,000,622 |
| Interest earned on other investments | 2012-10-31 | $2,393,359 |
| Income. Interest from US Government securities | 2012-10-31 | $5,296,692 |
| Income. Interest from corporate debt instruments | 2012-10-31 | $15,103,614 |
| Value of interest in common/collective trusts at end of year | 2012-10-31 | $6,495,133 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-10-31 | $19,233,253 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-10-31 | $8,102 |
| Asset value of US Government securities at end of year | 2012-10-31 | $328,521,316 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-10-31 | $20,800,414 |
| Net investment gain or loss from common/collective trusts | 2012-10-31 | $37,192 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | Yes |
| Income. Dividends from common stock | 2012-10-31 | $2,109,842 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-10-31 | $274,846,047 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-10-31 | $139,719,663 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-10-31 | $68,930,783 |
| Did the plan have assets held for investment | 2012-10-31 | Yes |
| Aggregate proceeds on sale of assets | 2012-10-31 | $1,526,233,516 |
| Aggregate carrying amount (costs) on sale of assets | 2012-10-31 | $1,487,184,014 |
