SPX CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPX CORPORATION MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE
| Measure | Date | Value |
|---|
| 2021 : SPX CORPORATION MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-828,696 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-828,696 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $16,394,350 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $16,177 |
| 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 | $5,974,053 |
| Total loss/gain on sale of assets | 2021-12-31 | $-2,042,865 |
| Total of all expenses incurred | 2021-12-31 | $438,187 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $82,227,610 |
| Value of total assets at beginning of year | 2021-12-31 | $93,069,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $438,187 |
| Total interest from all sources | 2021-12-31 | $485,946 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,644,143 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,644,143 |
| Administrative expenses professional fees incurred | 2021-12-31 | $70,496 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $16,402,889 |
| Administrative expenses (other) incurred | 2021-12-31 | $2,898 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $16,177 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
| Value of net income/loss | 2021-12-31 | $5,535,866 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $82,211,433 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $93,069,917 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $68,091 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $70,019 |
| Investment advisory and management fees | 2021-12-31 | $364,793 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,901,725 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,991,271 |
| Income. Interest from US Government securities | 2021-12-31 | $482,873 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $32,471,494 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $28,882,104 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $4,398,354 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $4,398,354 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $3,073 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $14,834,143 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $860,732 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $860,732 |
| Asset value of US Government securities at end of year | 2021-12-31 | $26,091,425 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $25,464,548 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $691,311 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $5,690,071 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $334,143 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2021-12-31 | $22,838,895 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $24,881,760 |
| 2020 : SPX CORPORATION MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,469,806 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,469,806 |
| Total transfer of assets from this plan | 2020-12-31 | $2,835,491 |
| 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 | $7,823,516 |
| Total loss/gain on sale of assets | 2020-12-31 | $679,597 |
| Total of all expenses incurred | 2020-12-31 | $525,046 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $93,069,917 |
| Value of total assets at beginning of year | 2020-12-31 | $88,606,938 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $525,046 |
| Total interest from all sources | 2020-12-31 | $490,522 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $989,663 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $989,663 |
| Administrative expenses professional fees incurred | 2020-12-31 | $90,310 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $272,372 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $16,402,889 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $2,027 |
| Value of net income/loss | 2020-12-31 | $7,298,470 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $93,069,917 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $88,606,938 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $70,019 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $84,581 |
| Investment advisory and management fees | 2020-12-31 | $432,709 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,991,271 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,855,535 |
| Income. Interest from US Government securities | 2020-12-31 | $471,545 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $28,882,104 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $27,822,854 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $4,398,354 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $5,524,315 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $5,524,315 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $18,977 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $4,449,947 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $860,732 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $860,732 |
| Asset value of US Government securities at end of year | 2020-12-31 | $25,464,548 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $24,736,602 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,271,500 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,662,098 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $260,330 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2020-12-31 | $23,734,631 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $23,055,034 |
| 2019 : SPX CORPORATION MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,233,466 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,233,466 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 2019-12-31 | $1,361,836 |
| 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 | $9,463,262 |
| Total loss/gain on sale of assets | 2019-12-31 | $88,816 |
| Total of all expenses incurred | 2019-12-31 | $601,917 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $88,606,938 |
| Value of total assets at beginning of year | 2019-12-31 | $81,107,429 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $601,917 |
| Total interest from all sources | 2019-12-31 | $601,975 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $860,270 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $860,270 |
| Administrative expenses professional fees incurred | 2019-12-31 | $115,353 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $272,372 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $113,323 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $4,065 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $101,220 |
| Value of net income/loss | 2019-12-31 | $8,861,345 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $88,606,938 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $81,107,429 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $84,581 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $92,018 |
| Investment advisory and management fees | 2019-12-31 | $482,499 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,855,535 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,520,701 |
| Interest on participant loans | 2019-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $-212 |
| Income. Interest from US Government securities | 2019-12-31 | $497,088 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $27,822,854 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $23,940,442 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $5,524,315 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $5,283,733 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $5,283,733 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $105,099 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $4,449,947 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $3,965,337 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $860,732 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $860,732 |
| Asset value of US Government securities at end of year | 2019-12-31 | $24,736,602 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $24,229,923 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,528,342 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,982,389 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $168,004 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Income. Dividends from preferred stock | 2019-12-31 | $0 |
| Income. Dividends from common stock | 2019-12-31 | $0 |
| Contract administrator fees | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2019-12-31 | $13,861,574 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $13,772,758 |
| 2012 : SPX CORPORATION MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $14,998,424 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $14,998,424 |
| Total transfer of assets to this plan | 2012-12-31 | $35,369,924 |
| Total transfer of assets from this plan | 2012-12-31 | $1,007,111,421 |
| 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 | $1,392,166 |
| Total income from all sources (including contributions) | 2012-12-31 | $115,734,558 |
| Total loss/gain on sale of assets | 2012-12-31 | $12,529,004 |
| Total of all expenses incurred | 2012-12-31 | $10,210,990 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
| Value of total assets at end of year | 2012-12-31 | $0 |
| Value of total assets at beginning of year | 2012-12-31 | $867,610,095 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,210,990 |
| Total interest from all sources | 2012-12-31 | $10 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $15,946,768 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $13,244,146 |
| Administrative expenses professional fees incurred | 2012-12-31 | $4,135,637 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,341,135 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,392,166 |
| Administrative expenses (other) incurred | 2012-12-31 | $2,488,704 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $2,000,000 |
| Value of net income/loss | 2012-12-31 | $105,523,568 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $866,217,929 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $2,450,802 |
| Investment advisory and management fees | 2012-12-31 | $3,586,649 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $181,642,741 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $299,890,313 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $99,843,115 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $99,843,115 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $10 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $61,408,689 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,483,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $32,391,948 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $27,208,218 |
| Net gain/loss from 103.12 investment entities | 2012-12-31 | $12,660,186 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Income. Dividends from common stock | 2012-12-31 | $2,702,622 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $217,549,770 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $189,027,503 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $176,498,499 |
| 2011 : SPX CORPORATION MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-18,932,702 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-18,932,702 |
| Total transfer of assets to this plan | 2011-12-31 | $12,774 |
| Total transfer of assets from this plan | 2011-12-31 | $71,721,025 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,392,166 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,711,658 |
| Total income from all sources (including contributions) | 2011-12-31 | $82,915,586 |
| Total loss/gain on sale of assets | 2011-12-31 | $5,736,077 |
| Total of all expenses incurred | 2011-12-31 | $10,940,754 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
| Value of total assets at end of year | 2011-12-31 | $867,610,095 |
| Value of total assets at beginning of year | 2011-12-31 | $868,663,006 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,940,754 |
| Total interest from all sources | 2011-12-31 | $1,474,769 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $14,177,258 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $11,963,494 |
| Administrative expenses professional fees incurred | 2011-12-31 | $5,640,505 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,341,135 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,377,606 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,392,166 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $2,711,658 |
| Other income not declared elsewhere | 2011-12-31 | $238,352 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,954,911 |
| Total non interest bearing cash at end of year | 2011-12-31 | $2,000,000 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $32,316,794 |
| Value of net income/loss | 2011-12-31 | $71,974,832 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $866,217,929 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $865,951,348 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $2,450,802 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $3,731,475 |
| Investment advisory and management fees | 2011-12-31 | $3,345,338 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $181,642,741 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $252,298,595 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $299,890,313 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $245,038,519 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $99,843,115 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $87,774,435 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $87,774,435 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,474,769 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $61,408,689 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,483,530 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,483,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $6,198,637 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $78,218,834 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $-4,195,639 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Income. Dividends from common stock | 2011-12-31 | $2,213,764 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $217,549,770 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $242,642,052 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2011-12-31 | $157,868,435 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $152,132,358 |
| 2010 : SPX CORPORATION MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $47,667,838 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $47,667,838 |
| Total transfer of assets to this plan | 2010-12-31 | $120,111,970 |
| Total transfer of assets from this plan | 2010-12-31 | $76,466,683 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,711,658 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $859,521 |
| Total income from all sources (including contributions) | 2010-12-31 | $119,226,999 |
| Total loss/gain on sale of assets | 2010-12-31 | $13,524,628 |
| Total of all expenses incurred | 2010-12-31 | $8,436,815 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
| Value of total assets at end of year | 2010-12-31 | $868,663,006 |
| Value of total assets at beginning of year | 2010-12-31 | $712,375,398 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,436,815 |
| Total interest from all sources | 2010-12-31 | $30,777 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $17,319,569 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $15,066,983 |
| Administrative expenses professional fees incurred | 2010-12-31 | $5,170,565 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $37,286 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,377,606 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3,342,061 |
| Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $52,909,476 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $2,711,658 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $859,521 |
| Other income not declared elsewhere | 2010-12-31 | $253,456 |
| Administrative expenses (other) incurred | 2010-12-31 | $28,208 |
| Total non interest bearing cash at end of year | 2010-12-31 | $32,316,794 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $4,000,555 |
| Value of net income/loss | 2010-12-31 | $110,790,184 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $865,951,348 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $711,515,877 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2010-12-31 | $3,731,475 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $4,893,743 |
| Investment advisory and management fees | 2010-12-31 | $3,238,042 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $252,298,595 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $125,885,164 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $245,038,519 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $279,068,078 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $87,774,435 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $30,777 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,483,530 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,483,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $16,977,569 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $23,453,162 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Income. Dividends from common stock | 2010-12-31 | $2,252,586 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $242,642,052 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $240,755,505 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2010-12-31 | $172,450,218 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $158,925,590 |
