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MEDELA, INC. EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameMEDELA, INC. EMPLOYEES PENSION PLAN
Plan identification number 002

MEDELA, INC. EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

MEDELA, LLC has sponsored the creation of one or more 401k plans.

Company Name:MEDELA, LLC
Employer identification number (EIN):363098932
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about MEDELA, LLC

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2001-11-09
Company Identification Number: 73514
Legal Registered Office Address: 400 CORNERSTONE DR #240

WILLISTON
United States of America (USA)
05495

More information about MEDELA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDELA, INC. EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01LISA MESSINA
0022013-01-01ANITA MATHESON
0022012-01-01ANITA MATHESON
0022011-01-01ANITA MATHESON
0022009-01-01JOE HOFFMAN

Plan Statistics for MEDELA, INC. EMPLOYEES PENSION PLAN

401k plan membership statisitcs for MEDELA, INC. EMPLOYEES PENSION PLAN

Measure Date Value
2022: MEDELA, INC. EMPLOYEES PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01611
Total number of active participants reported on line 7a of the Form 55002022-01-01389
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01176
Total of all active and inactive participants2022-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01566
Number of participants with account balances2022-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: MEDELA, INC. EMPLOYEES PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01680
Total number of active participants reported on line 7a of the Form 55002021-01-01432
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01163
Total of all active and inactive participants2021-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01596
Number of participants with account balances2021-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0163
2020: MEDELA, INC. EMPLOYEES PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01716
Total number of active participants reported on line 7a of the Form 55002020-01-01509
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01146
Total of all active and inactive participants2020-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01655
Number of participants with account balances2020-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0147
2019: MEDELA, INC. EMPLOYEES PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01754
Total number of active participants reported on line 7a of the Form 55002019-01-01541
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01137
Total of all active and inactive participants2019-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01678
Number of participants with account balances2019-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0145
2018: MEDELA, INC. EMPLOYEES PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01773
Total number of active participants reported on line 7a of the Form 55002018-01-01581
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01146
Total of all active and inactive participants2018-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01727
Number of participants with account balances2018-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0147
2017: MEDELA, INC. EMPLOYEES PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01701
Total number of active participants reported on line 7a of the Form 55002017-01-01562
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01131
Total of all active and inactive participants2017-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01693
Number of participants with account balances2017-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0162
2016: MEDELA, INC. EMPLOYEES PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01713
Total number of active participants reported on line 7a of the Form 55002016-01-01571
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01664
Number of participants with account balances2016-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0141
2015: MEDELA, INC. EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01627
Total number of active participants reported on line 7a of the Form 55002015-01-01510
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01630
Number of participants with account balances2015-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0138
2014: MEDELA, INC. EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01586
Total number of active participants reported on line 7a of the Form 55002014-01-01476
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01118
Total of all active and inactive participants2014-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01595
Number of participants with account balances2014-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0149
2013: MEDELA, INC. EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01548
Total number of active participants reported on line 7a of the Form 55002013-01-01432
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01531
Number of participants with account balances2013-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: MEDELA, INC. EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01477
Total number of active participants reported on line 7a of the Form 55002012-01-01394
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01101
Total of all active and inactive participants2012-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01495
Number of participants with account balances2012-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: MEDELA, INC. EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01415
Total number of active participants reported on line 7a of the Form 55002011-01-01332
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0188
Total of all active and inactive participants2011-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01420
Number of participants with account balances2011-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2009: MEDELA, INC. EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01369
Total number of active participants reported on line 7a of the Form 55002009-01-01301
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01365
Number of participants with account balances2009-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on MEDELA, INC. EMPLOYEES PENSION PLAN

Measure Date Value
2022 : MEDELA, INC. EMPLOYEES PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,707,589
Total unrealized appreciation/depreciation of assets2022-12-31$-6,707,589
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$0
Total income from all sources (including contributions)2022-12-31$-5,793,459
Total loss/gain on sale of assets2022-12-31$-58,995
Total of all expenses incurred2022-12-31$7,396,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,172,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,494,939
Value of total assets at end of year2022-12-31$48,725,097
Value of total assets at beginning of year2022-12-31$61,915,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$223,945
Total interest from all sources2022-12-31$20,817
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,244,069
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$890,661
Administrative expenses professional fees incurred2022-12-31$5,775
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,137,195
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,859,383
Other income not declared elsewhere2022-12-31$51,809
Administrative expenses (other) incurred2022-12-31$1,002
Total non interest bearing cash at end of year2022-12-31$43,310
Total non interest bearing cash at beginning of year2022-12-31$28,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,189,979
Value of net assets at end of year (total assets less liabilities)2022-12-31$48,725,097
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,915,076
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
Investment advisory and management fees2022-12-31$217,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,047,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,040,305
Income. Interest from US Government securities2022-12-31$20,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$385,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,621,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,621,578
Asset value of US Government securities at end of year2022-12-31$1,754,058
Asset value of US Government securities at beginning of year2022-12-31$324,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,838,509
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$3,494,939
Employer contributions (assets) at end of year2022-12-31$369,939
Employer contributions (assets) at beginning of year2022-12-31$73,473
Income. Dividends from common stock2022-12-31$353,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,172,575
Contract administrator fees2022-12-31$62
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$18,988,204
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$23,967,503
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$13,916,568
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,975,563
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : MEDELA, INC. EMPLOYEES PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,049,722
Total unrealized appreciation/depreciation of assets2021-12-31$5,049,722
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$13,546,170
Total loss/gain on sale of assets2021-12-31$2,401,376
Total of all expenses incurred2021-12-31$7,951,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,639,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,460,274
Value of total assets at end of year2021-12-31$61,915,076
Value of total assets at beginning of year2021-12-31$56,320,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$311,860
Total interest from all sources2021-12-31$2,476
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,352,848
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$1,062,831
Administrative expenses professional fees incurred2021-12-31$8,100
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,460,274
Amount contributed by the employer to the plan for this plan year2021-12-31$3,460,274
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,859,383
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,686,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$75
Other income not declared elsewhere2021-12-31$55,320
Administrative expenses (other) incurred2021-12-31$1,504
Total non interest bearing cash at end of year2021-12-31$28,669
Total non interest bearing cash at beginning of year2021-12-31$10,007
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$5,594,762
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,915,076
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,320,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$284,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,040,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,199,725
Income. Interest from US Government securities2021-12-31$2,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,621,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,448,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,448,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$83
Asset value of US Government securities at end of year2021-12-31$324,165
Asset value of US Government securities at beginning of year2021-12-31$310,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,224,154
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$3,460,274
Employer contributions (assets) at end of year2021-12-31$73,473
Employer contributions (assets) at beginning of year2021-12-31$345,351
Income. Dividends from common stock2021-12-31$290,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,639,548
Contract administrator fees2021-12-31$17,713
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$23,967,503
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$20,318,981
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
Aggregate proceeds on sale of assets2021-12-31$16,117,291
Aggregate carrying amount (costs) on sale of assets2021-12-31$13,715,915
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : MEDELA, INC. EMPLOYEES PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,362,518
Total unrealized appreciation/depreciation of assets2020-12-31$4,362,518
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$9,736,108
Total loss/gain on sale of assets2020-12-31$-434,982
Total of all expenses incurred2020-12-31$8,150,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,991,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,428,291
Value of total assets at end of year2020-12-31$56,320,314
Value of total assets at beginning of year2020-12-31$54,734,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$159,151
Total interest from all sources2020-12-31$38,883
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$863,291
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$565,941
Administrative expenses professional fees incurred2020-12-31$2,925
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$4,082,940
Amount contributed by the employer to the plan for this plan year2020-12-31$4,082,940
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,686,658
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,558,518
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$75
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$152,626
Administrative expenses (other) incurred2020-12-31$1,964
Total non interest bearing cash at end of year2020-12-31$10,007
Total non interest bearing cash at beginning of year2020-12-31$8,180
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$1,585,320
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,320,314
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,734,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$149,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,199,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,556,995
Income. Interest from US Government securities2020-12-31$38,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,448,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,262,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,262,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$85
Asset value of US Government securities at end of year2020-12-31$310,880
Asset value of US Government securities at beginning of year2020-12-31$2,411,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$325,481
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$4,428,291
Employer contributions (assets) at end of year2020-12-31$345,351
Employer contributions (assets) at beginning of year2020-12-31$467,060
Income. Dividends from common stock2020-12-31$297,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,991,637
Contract administrator fees2020-12-31$5,261
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$20,318,981
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$17,470,821
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 proceeds on sale of assets2020-12-31$3,741,344
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,176,326
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : MEDELA, INC. EMPLOYEES PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,353,084
Total unrealized appreciation/depreciation of assets2019-12-31$5,353,084
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$13,703,325
Total loss/gain on sale of assets2019-12-31$2,714
Total of all expenses incurred2019-12-31$4,838,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,639,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,617,060
Value of total assets at end of year2019-12-31$54,734,994
Value of total assets at beginning of year2019-12-31$45,870,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$198,693
Total interest from all sources2019-12-31$78,389
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$970,342
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$677,477
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$4,617,060
Amount contributed by the employer to the plan for this plan year2019-12-31$4,617,060
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,558,518
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,293,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$99,684
Administrative expenses (other) incurred2019-12-31$1,918
Total non interest bearing cash at end of year2019-12-31$8,180
Total non interest bearing cash at beginning of year2019-12-31$6,632
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$8,864,850
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,734,994
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,870,144
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
Investment advisory and management fees2019-12-31$196,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,556,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,496,443
Income. Interest from US Government securities2019-12-31$68,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,262,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,451,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,451,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,285
Asset value of US Government securities at end of year2019-12-31$2,411,196
Asset value of US Government securities at beginning of year2019-12-31$2,833,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,582,052
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$4,617,060
Employer contributions (assets) at end of year2019-12-31$467,060
Employer contributions (assets) at beginning of year2019-12-31$569,487
Income. Dividends from common stock2019-12-31$292,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,639,782
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$17,470,821
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$13,218,907
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 proceeds on sale of assets2019-12-31$1,890,054
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,887,340
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : MEDELA, INC. EMPLOYEES PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-868,625
Total unrealized appreciation/depreciation of assets2018-12-31$-868,625
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$1,825,437
Total loss/gain on sale of assets2018-12-31$-52,913
Total of all expenses incurred2018-12-31$2,806,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,612,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,369,486
Value of total assets at end of year2018-12-31$45,870,144
Value of total assets at beginning of year2018-12-31$46,850,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$194,171
Total interest from all sources2018-12-31$62,214
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$932,367
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$677,094
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$4,369,486
Amount contributed by the employer to the plan for this plan year2018-12-31$4,369,486
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,293,732
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,376,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$73,191
Administrative expenses (other) incurred2018-12-31$1,759
Total non interest bearing cash at end of year2018-12-31$6,632
Total non interest bearing cash at beginning of year2018-12-31$11,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-980,743
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,870,144
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,850,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$192,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,496,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,029,715
Income. Interest from US Government securities2018-12-31$37,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,451,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,375,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,375,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$24,617
Asset value of US Government securities at end of year2018-12-31$2,833,680
Asset value of US Government securities at beginning of year2018-12-31$386,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,690,283
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$4,369,486
Employer contributions (assets) at end of year2018-12-31$569,487
Employer contributions (assets) at beginning of year2018-12-31$236,413
Income. Dividends from common stock2018-12-31$255,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,612,009
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$13,218,907
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$14,435,667
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$1,798,930
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,851,843
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 name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : MEDELA, INC. EMPLOYEES PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,665,315
Total unrealized appreciation/depreciation of assets2017-12-31$3,665,315
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$11,078,108
Total loss/gain on sale of assets2017-12-31$7,109
Total of all expenses incurred2017-12-31$2,784,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,614,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,486,413
Value of total assets at end of year2017-12-31$46,850,887
Value of total assets at beginning of year2017-12-31$38,557,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$170,247
Total interest from all sources2017-12-31$18,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$824,058
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$569,959
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$4,486,413
Amount contributed by the employer to the plan for this plan year2017-12-31$4,486,413
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,376,070
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,597,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$75,448
Administrative expenses (other) incurred2017-12-31$1,666
Total non interest bearing cash at end of year2017-12-31$11,100
Total non interest bearing cash at beginning of year2017-12-31$303,976
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$8,293,744
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,850,887
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,557,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$168,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,029,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,961,207
Income. Interest from US Government securities2017-12-31$8,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,375,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,262,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,262,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,177
Asset value of US Government securities at end of year2017-12-31$386,581
Asset value of US Government securities at beginning of year2017-12-31$580,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,001,403
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$4,486,413
Employer contributions (assets) at end of year2017-12-31$236,413
Employer contributions (assets) at beginning of year2017-12-31$523,011
Income. Dividends from common stock2017-12-31$254,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,614,117
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$14,435,667
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$11,328,188
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 proceeds on sale of assets2017-12-31$858,652
Aggregate carrying amount (costs) on sale of assets2017-12-31$851,543
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 name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : MEDELA, INC. EMPLOYEES PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,580,611
Total unrealized appreciation/depreciation of assets2016-12-31$1,580,611
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$7,723,223
Total loss/gain on sale of assets2016-12-31$-2,203
Total of all expenses incurred2016-12-31$3,035,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,893,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,123,011
Value of total assets at end of year2016-12-31$38,557,143
Value of total assets at beginning of year2016-12-31$33,869,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$142,248
Total interest from all sources2016-12-31$10,660
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$640,548
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$419,058
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$4,123,011
Amount contributed by the employer to the plan for this plan year2016-12-31$4,123,011
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,597,207
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$14,583
Other income not declared elsewhere2016-12-31$57,691
Administrative expenses (other) incurred2016-12-31$1,682
Total non interest bearing cash at end of year2016-12-31$303,976
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$4,687,726
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,557,143
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,869,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$140,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,961,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,575,792
Income. Interest from US Government securities2016-12-31$8,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,262,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,598,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,598,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,102
Asset value of US Government securities at end of year2016-12-31$580,962
Asset value of US Government securities at beginning of year2016-12-31$479,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,312,905
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,123,011
Employer contributions (assets) at end of year2016-12-31$523,011
Employer contributions (assets) at beginning of year2016-12-31$678,057
Income. Dividends from common stock2016-12-31$221,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,893,249
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$11,328,188
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$9,523,611
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$156,935
Aggregate carrying amount (costs) on sale of assets2016-12-31$159,138
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 name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : MEDELA, INC. EMPLOYEES PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$46,355
Total unrealized appreciation/depreciation of assets2015-12-31$46,355
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$3,160,624
Total loss/gain on sale of assets2015-12-31$-104,503
Total of all expenses incurred2015-12-31$2,373,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,177,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,678,056
Value of total assets at end of year2015-12-31$33,869,417
Value of total assets at beginning of year2015-12-31$33,082,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$196,302
Total interest from all sources2015-12-31$12,659
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$910,243
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$691,971
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$3,716,901
Amount contributed by the employer to the plan for this plan year2015-12-31$3,716,901
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$14,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$17,085
Other income not declared elsewhere2015-12-31$6,787
Administrative expenses (other) incurred2015-12-31$113
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$786,784
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,869,417
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,082,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$196,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,575,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,628,306
Income. Interest from US Government securities2015-12-31$11,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,598,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,386,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,386,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,148
Asset value of US Government securities at end of year2015-12-31$479,030
Asset value of US Government securities at beginning of year2015-12-31$798,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,388,973
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,678,056
Employer contributions (assets) at end of year2015-12-31$678,057
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$218,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,177,538
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$9,523,611
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$9,251,588
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$532,478
Aggregate carrying amount (costs) on sale of assets2015-12-31$636,981
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 name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : MEDELA, INC. EMPLOYEES PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,011,532
Total unrealized appreciation/depreciation of assets2014-12-31$1,011,532
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$5,315,771
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,333,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,152,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,462,463
Value of total assets at end of year2014-12-31$33,082,633
Value of total assets at beginning of year2014-12-31$29,100,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$181,353
Total interest from all sources2014-12-31$17,441
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$822,130
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$643,561
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$3,423,619
Amount contributed by the employer to the plan for this plan year2014-12-31$3,423,619
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$17,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$15,122
Other income not declared elsewhere2014-12-31$47,537
Administrative expenses (other) incurred2014-12-31$40
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$3,981,812
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,082,633
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,100,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$181,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,628,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,670,141
Income. Interest from US Government securities2014-12-31$16,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,386,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,924,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,924,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,065
Asset value of US Government securities at end of year2014-12-31$798,787
Asset value of US Government securities at beginning of year2014-12-31$661,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-45,332
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$3,462,463
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$715,689
Income. Dividends from common stock2014-12-31$178,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,152,606
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$9,251,588
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$7,113,618
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : MEDELA, INC. EMPLOYEES PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,542,486
Total unrealized appreciation/depreciation of assets2013-12-31$1,542,486
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$7,091,287
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,344,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,195,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,235,690
Value of total assets at end of year2013-12-31$29,100,821
Value of total assets at beginning of year2013-12-31$23,353,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$148,333
Total interest from all sources2013-12-31$17,380
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$664,655
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$531,047
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,235,690
Amount contributed by the employer to the plan for this plan year2013-12-31$3,235,690
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$15,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,424
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$5,747,044
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,100,821
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,353,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$148,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,670,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,502,849
Income. Interest from US Government securities2013-12-31$16,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,924,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,697,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,697,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,200
Asset value of US Government securities at end of year2013-12-31$661,352
Asset value of US Government securities at beginning of year2013-12-31$690,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,631,076
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$3,235,690
Employer contributions (assets) at end of year2013-12-31$715,689
Employer contributions (assets) at beginning of year2013-12-31$370,087
Income. Dividends from common stock2013-12-31$133,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,195,910
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$7,113,618
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,082,663
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : MEDELA, INC. EMPLOYEES PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,958,940
Total unrealized appreciation/depreciation of assets2012-12-31$1,958,940
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$34,832
Total income from all sources (including contributions)2012-12-31$5,130,087
Total loss/gain on sale of assets2012-12-31$8,809
Total of all expenses incurred2012-12-31$2,486,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,359,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,470,087
Value of total assets at end of year2012-12-31$23,353,777
Value of total assets at beginning of year2012-12-31$20,745,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$127,494
Total interest from all sources2012-12-31$17,464
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$674,763
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$566,375
Administrative expenses professional fees incurred2012-12-31$40,977
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,464,234
Amount contributed by the employer to the plan for this plan year2012-12-31$2,464,234
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$43,900
Other income not declared elsewhere2012-12-31$24
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$2,643,535
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,353,777
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,710,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$86,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,502,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,244,577
Income. Interest from US Government securities2012-12-31$16,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,697,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$940,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$940,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$938
Asset value of US Government securities at end of year2012-12-31$690,526
Asset value of US Government securities at beginning of year2012-12-31$694,309
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$2,470,087
Employer contributions (assets) at end of year2012-12-31$370,087
Employer contributions (assets) at beginning of year2012-12-31$200,299
Income. Dividends from common stock2012-12-31$108,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,359,058
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,082,663
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,621,923
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$4,267,644
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,258,835
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$34,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : MEDELA, INC. EMPLOYEES PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,145,219
Total unrealized appreciation/depreciation of assets2011-12-31$-1,145,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$34,832
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$1,885,015
Total loss/gain on sale of assets2011-12-31$-38,190
Total of all expenses incurred2011-12-31$814,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$694,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,300,299
Value of total assets at end of year2011-12-31$20,745,074
Value of total assets at beginning of year2011-12-31$19,639,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$119,893
Total interest from all sources2011-12-31$17,437
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$750,596
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$663,200
Administrative expenses professional fees incurred2011-12-31$39,064
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,300,299
Amount contributed by the employer to the plan for this plan year2011-12-31$2,300,299
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$43,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,997
Other income not declared elsewhere2011-12-31$92
Administrative expenses (other) incurred2011-12-31$52
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$1,070,894
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,710,242
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,639,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$80,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,244,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,865,971
Income. Interest from US Government securities2011-12-31$16,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$940,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$899,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$899,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$880
Asset value of US Government securities at end of year2011-12-31$694,309
Asset value of US Government securities at beginning of year2011-12-31$654,019
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$2,300,299
Employer contributions (assets) at end of year2011-12-31$200,299
Employer contributions (assets) at beginning of year2011-12-31$132,460
Income. Dividends from common stock2011-12-31$87,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$694,228
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,621,923
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,076,508
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,954,181
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,992,371
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$34,832
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : MEDELA, INC. EMPLOYEES PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,778,757
Total unrealized appreciation/depreciation of assets2010-12-31$1,778,757
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
Total income from all sources (including contributions)2010-12-31$4,331,327
Total loss/gain on sale of assets2010-12-31$4,832
Total of all expenses incurred2010-12-31$863,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$764,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,127,460
Value of total assets at end of year2010-12-31$19,639,348
Value of total assets at beginning of year2010-12-31$16,171,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$99,599
Total interest from all sources2010-12-31$19,543
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$400,735
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$337,653
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$41,172
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,127,460
Amount contributed by the employer to the plan for this plan year2010-12-31$2,127,460
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
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$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,507
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash 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
Value of net income/loss2010-12-31$3,467,683
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,639,348
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,171,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$58,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,865,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,376,925
Value of interest in pooled separate accounts at end of year2010-12-31$0
Income. Interest from US Government securities2010-12-31$18,328
Income. Interest from corporate debt instruments2010-12-31$622
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$899,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$534,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$534,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$593
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$654,019
Asset value of US Government securities at beginning of year2010-12-31$631,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$2,127,460
Employer contributions (assets) at end of year2010-12-31$132,460
Employer contributions (assets) at beginning of year2010-12-31$199,153
Income. Dividends from common stock2010-12-31$63,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$764,045
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$10,556
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,076,508
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,406,580
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation 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$3,577,704
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,572,872
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : MEDELA, INC. EMPLOYEES PENSION 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,106,038
Amount contributed by the employer to the plan for this plan year2009-12-31$2,106,038

Form 5500 Responses for MEDELA, INC. EMPLOYEES PENSION PLAN

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

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