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Plan Name | ARVINMERITOR, INC. RETIREMENT PLAN |
Plan identification number | 336 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | MERITOR, INC. |
Employer identification number (EIN): | 383354643 |
NAIC Classification: | 336300 |
Additional information about MERITOR, INC.
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1997-08-01 |
Company Identification Number: | 19971234065 |
Legal Registered Office Address: |
701 S CARSON ST STE 200 CARSON CITY United States of America (USA) 89701 |
More information about MERITOR, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
336 | 2021-10-01 | ||||
336 | 2020-10-01 | ||||
336 | 2019-10-01 | ||||
336 | 2018-10-01 | ||||
336 | 2017-10-01 | ||||
336 | 2016-10-01 | MIKE LEI | |||
336 | 2015-10-01 | MIKE LEI | |||
336 | 2014-10-01 | MIKE LEI | |||
336 | 2013-10-01 | MIKE LEI | |||
336 | 2012-10-01 | MIKE LEI | MIKE LEI | 2014-07-10 | |
336 | 2011-10-01 | THOMASLEMPA2 | |||
336 | 2009-10-01 | THOMAS KEMPA | |||
336 | 2009-10-01 | TOM A KEMPA | TOM A KEMPA | 2011-10-17 | |
336 | 2009-10-01 | TOM A KEMPA | TOM A KEMPA | 2011-07-15 | |
336 | 2009-10-01 | TOM A KEMPA | TOM A KEMPA | 2011-10-14 | |
336 | 2009-10-01 | THOMAS KEMPA | |||
336 | 2008-10-01 |
Measure | Date | Value |
---|---|---|
2022: ARVINMERITOR, INC. RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-09-30 | 821,739,680 |
Acturial value of plan assets | 2022-09-30 | 801,228,587 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 577,033,498 |
Number of terminated vested participants | 2022-09-30 | 2,129 |
Fundng target for terminated vested participants | 2022-09-30 | 75,520,140 |
Active participant vested funding target | 2022-09-30 | 37,824,509 |
Number of active participants | 2022-09-30 | 713 |
Total funding liabilities for active participants | 2022-09-30 | 38,556,422 |
Total participant count | 2022-09-30 | 11,405 |
Total funding target for all participants | 2022-09-30 | 691,110,060 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 3,835,956 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 0 |
Amount remaining of prefunding balance | 2022-09-30 | 3,835,956 |
Present value of excess contributions | 2022-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 0 |
Balance of carryovers at beginning of current year | 2022-09-30 | 0 |
Balance of prefunding at beginning of current year | 2022-09-30 | 3,838,641 |
Total employer contributions | 2022-09-30 | 0 |
Total employee contributions | 2022-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 5,226,667 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 0 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Additional cash requirement | 2022-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2021: ARVINMERITOR, INC. RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-10-01 | 11,358 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 679 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 6,970 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 1,682 |
Total of all active and inactive participants | 2021-10-01 | 9,331 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 1,660 |
Total participants | 2021-10-01 | 10,991 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
Market value of plan assets | 2021-09-30 | 889,320,646 |
Acturial value of plan assets | 2021-09-30 | 800,388,581 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 592,822,860 |
Number of terminated vested participants | 2021-09-30 | 2,283 |
Fundng target for terminated vested participants | 2021-09-30 | 78,677,632 |
Active participant vested funding target | 2021-09-30 | 40,347,154 |
Number of active participants | 2021-09-30 | 787 |
Total funding liabilities for active participants | 2021-09-30 | 41,218,445 |
Total participant count | 2021-09-30 | 11,823 |
Total funding target for all participants | 2021-09-30 | 712,718,937 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 14,658,977 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 11,687,211 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 2,971,766 |
Present value of excess contributions | 2021-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 3,835,956 |
Total employer contributions | 2021-09-30 | 0 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 0 |
Liquidity shortfalls end of Q1 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 2,381,956 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 0 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: ARVINMERITOR, INC. RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-10-01 | 11,784 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 713 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 7,107 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 1,892 |
Total of all active and inactive participants | 2020-10-01 | 9,712 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 1,646 |
Total participants | 2020-10-01 | 11,358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
Market value of plan assets | 2020-09-30 | 755,492,359 |
Acturial value of plan assets | 2020-09-30 | 741,501,720 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 619,559,934 |
Number of terminated vested participants | 2020-09-30 | 2,411 |
Fundng target for terminated vested participants | 2020-09-30 | 84,594,691 |
Active participant vested funding target | 2020-09-30 | 50,995,516 |
Number of active participants | 2020-09-30 | 907 |
Total funding liabilities for active participants | 2020-09-30 | 52,184,921 |
Total participant count | 2020-09-30 | 12,266 |
Total funding target for all participants | 2020-09-30 | 756,339,546 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 21,343,355 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 8,309,678 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 13,033,677 |
Present value of excess contributions | 2020-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 0 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 14,658,977 |
Total employer contributions | 2020-09-30 | 0 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 0 |
Liquidity shortfalls end of Q1 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 6,851,945 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 29,496,803 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 11,687,211 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 11,687,211 |
Additional cash requirement | 2020-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: ARVINMERITOR, INC. RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-10-01 | 12,262 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 787 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 7,381 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 2,060 |
Total of all active and inactive participants | 2019-10-01 | 10,228 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 1,556 |
Total participants | 2019-10-01 | 11,784 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
Market value of plan assets | 2019-09-30 | 744,320,899 |
Acturial value of plan assets | 2019-09-30 | 767,926,400 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 610,713,578 |
Number of terminated vested participants | 2019-09-30 | 2,567 |
Fundng target for terminated vested participants | 2019-09-30 | 84,754,550 |
Active participant vested funding target | 2019-09-30 | 52,072,054 |
Number of active participants | 2019-09-30 | 970 |
Total funding liabilities for active participants | 2019-09-30 | 53,299,977 |
Total participant count | 2019-09-30 | 12,631 |
Total funding target for all participants | 2019-09-30 | 748,768,105 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 21,197,095 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 21,197,095 |
Present value of excess contributions | 2019-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 21,343,355 |
Total employer contributions | 2019-09-30 | 0 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 7,952,967 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 2,185,060 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 8,309,678 |
Carryover balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 8,309,678 |
Additional cash requirement | 2019-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: ARVINMERITOR, INC. RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-10-01 | 12,630 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 907 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 7,583 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 2,183 |
Total of all active and inactive participants | 2018-10-01 | 10,673 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 1,589 |
Total participants | 2018-10-01 | 12,262 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
Market value of plan assets | 2018-09-30 | 821,342,832 |
Acturial value of plan assets | 2018-09-30 | 798,042,963 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 613,121,736 |
Number of terminated vested participants | 2018-09-30 | 3,084 |
Fundng target for terminated vested participants | 2018-09-30 | 94,682,953 |
Active participant vested funding target | 2018-09-30 | 53,337,153 |
Number of active participants | 2018-09-30 | 1,042 |
Total funding liabilities for active participants | 2018-09-30 | 54,521,199 |
Total participant count | 2018-09-30 | 13,279 |
Total funding target for all participants | 2018-09-30 | 762,325,888 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 25,086,055 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 5,664,124 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 19,421,931 |
Present value of excess contributions | 2018-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 21,197,095 |
Total employer contributions | 2018-09-30 | 0 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 5,464,941 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 0 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: ARVINMERITOR, INC. RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-10-01 | 13,277 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 970 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 7,791 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 2,336 |
Total of all active and inactive participants | 2017-10-01 | 11,097 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 1,533 |
Total participants | 2017-10-01 | 12,630 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
Market value of plan assets | 2017-09-30 | 833,093,570 |
Acturial value of plan assets | 2017-09-30 | 811,111,992 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 614,654,402 |
Number of terminated vested participants | 2017-09-30 | 3,495 |
Fundng target for terminated vested participants | 2017-09-30 | 107,688,031 |
Active participant vested funding target | 2017-09-30 | 61,078,370 |
Number of active participants | 2017-09-30 | 1,160 |
Total funding liabilities for active participants | 2017-09-30 | 63,683,504 |
Total participant count | 2017-09-30 | 13,972 |
Total funding target for all participants | 2017-09-30 | 786,025,937 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 57,867,553 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 27,415,639 |
Amount remaining of carryover balance | 2017-09-30 | 0 |
Amount remaining of prefunding balance | 2017-09-30 | 30,451,914 |
Present value of excess contributions | 2017-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 8,621,169 |
Balance of carryovers at beginning of current year | 2017-09-30 | 0 |
Balance of prefunding at beginning of current year | 2017-09-30 | 25,086,055 |
Total employer contributions | 2017-09-30 | 0 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 0 |
Liquidity shortfalls end of Q1 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 5,664,124 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 0 |
Waiver amortization installment | 2017-09-30 | 0 |
Waived amount of outstanding balance | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 5,664,124 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 5,664,124 |
Additional cash requirement | 2017-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |
2016: ARVINMERITOR, INC. RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-10-01 | 13,906 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 1,042 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 7,922 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 2,858 |
Total of all active and inactive participants | 2016-10-01 | 11,822 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 1,455 |
Total participants | 2016-10-01 | 13,277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: ARVINMERITOR, INC. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 14,339 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 1,160 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 8,124 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 3,254 |
Total of all active and inactive participants | 2015-10-01 | 12,538 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 1,368 |
Total participants | 2015-10-01 | 13,906 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 8 |
2014: ARVINMERITOR, INC. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 14,642 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 1,558 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 8,285 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 3,145 |
Total of all active and inactive participants | 2014-10-01 | 12,988 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 1,351 |
Total participants | 2014-10-01 | 14,339 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: ARVINMERITOR, INC. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 15,250 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 1,644 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 8,437 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 3,229 |
Total of all active and inactive participants | 2013-10-01 | 13,310 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 1,332 |
Total participants | 2013-10-01 | 14,642 |
2012: ARVINMERITOR, INC. RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 22,153 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 1,822 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 8,478 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 3,739 |
Total of all active and inactive participants | 2012-10-01 | 14,039 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 1,211 |
Total participants | 2012-10-01 | 15,250 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: ARVINMERITOR, INC. RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 22,582 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 1,968 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 8,390 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 10,641 |
Total of all active and inactive participants | 2011-10-01 | 20,999 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 1,154 |
Total participants | 2011-10-01 | 22,153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2009: ARVINMERITOR, INC. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 23,369 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 2,820 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 7,888 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 11,820 |
Total of all active and inactive participants | 2009-10-01 | 22,528 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 813 |
Total participants | 2009-10-01 | 23,341 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 32 |
Measure | Date | Value |
---|---|---|
2022 : ARVINMERITOR, INC. RETIREMENT PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-09-30 | $-90,303,182 |
Total unrealized appreciation/depreciation of assets | 2022-09-30 | $-90,303,182 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $1,793,818 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $842,386 |
Expenses. Interest paid | 2022-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-09-30 | $0 |
Total income from all sources (including contributions) | 2022-09-30 | $-108,748,082 |
Total loss/gain on sale of assets | 2022-09-30 | $-25,202,325 |
Total of all expenses incurred | 2022-09-30 | $77,109,472 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $67,772,803 |
Expenses. Certain deemed distributions of participant loans | 2022-09-30 | $0 |
Value of total corrective distributions | 2022-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $0 |
Value of total assets at end of year | 2022-09-30 | $636,833,558 |
Value of total assets at beginning of year | 2022-09-30 | $821,739,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $9,336,669 |
Total income from rents | 2022-09-30 | $0 |
Total interest from all sources | 2022-09-30 | $6,275,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $2,137,938 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $612,196 |
Assets. Real estate other than employer real property at end of year | 2022-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-09-30 | $0 |
Administrative expenses professional fees incurred | 2022-09-30 | $130,645 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-09-30 | $0 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $0 |
Participant contributions at end of year | 2022-09-30 | $0 |
Participant contributions at beginning of year | 2022-09-30 | $0 |
Participant contributions at end of year | 2022-09-30 | $0 |
Participant contributions at beginning of year | 2022-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-09-30 | $20,783,877 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-09-30 | $24,068,923 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-09-30 | $0 |
Other income not declared elsewhere | 2022-09-30 | $11,220,907 |
Administrative expenses (other) incurred | 2022-09-30 | $3,828,904 |
Liabilities. Value of operating payables at end of year | 2022-09-30 | $1,793,818 |
Liabilities. Value of operating payables at beginning of year | 2022-09-30 | $842,386 |
Total non interest bearing cash at end of year | 2022-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Income. Non cash contributions | 2022-09-30 | $0 |
Value of net income/loss | 2022-09-30 | $-185,857,554 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $635,039,740 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $820,897,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2022-09-30 | $264,663,198 |
Assets. partnership/joint venture interests at beginning of year | 2022-09-30 | $316,119,674 |
Investment advisory and management fees | 2022-09-30 | $4,292,888 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $19,416,935 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $30,782,676 |
Value of interest in pooled separate accounts at end of year | 2022-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-09-30 | $0 |
Interest on participant loans | 2022-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2022-09-30 | $0 |
Interest earned on other investments | 2022-09-30 | $187,530 |
Income. Interest from US Government securities | 2022-09-30 | $1,482,779 |
Income. Interest from corporate debt instruments | 2022-09-30 | $4,602,468 |
Value of interest in master investment trust accounts at end of year | 2022-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2022-09-30 | $14,158,202 |
Value of interest in common/collective trusts at beginning of year | 2022-09-30 | $29,164,060 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $32,864,017 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $22,430,730 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $22,430,730 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-09-30 | $3,140 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-09-30 | $0 |
Asset value of US Government securities at end of year | 2022-09-30 | $155,368,213 |
Asset value of US Government securities at beginning of year | 2022-09-30 | $217,146,589 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-14,936,225 |
Net investment gain/loss from pooled separate accounts | 2022-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2022-09-30 | $2,058,888 |
Net gain/loss from 103.12 investment entities | 2022-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Assets. Invements in employer securities at end of year | 2022-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-09-30 | $0 |
Assets. Value of employer real property at end of year | 2022-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2022-09-30 | $0 |
Contributions received in cash from employer | 2022-09-30 | $0 |
Employer contributions (assets) at end of year | 2022-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2022-09-30 | $0 |
Income. Dividends from preferred stock | 2022-09-30 | $0 |
Income. Dividends from common stock | 2022-09-30 | $1,525,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $67,772,803 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-09-30 | $58,868,500 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-09-30 | $88,876,487 |
Contract administrator fees | 2022-09-30 | $1,084,232 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-09-30 | $70,710,616 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-09-30 | $93,150,541 |
Liabilities. Value of benefit claims payable at end of year | 2022-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-09-30 | $0 |
Did the plan have assets held for investment | 2022-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Aggregate proceeds on sale of assets | 2022-09-30 | $534,656,342 |
Aggregate carrying amount (costs) on sale of assets | 2022-09-30 | $559,858,667 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-09-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | BLUE & CO., LLC |
Accountancy firm EIN | 2022-09-30 | 351178661 |
2021 : ARVINMERITOR, INC. RETIREMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-09-30 | $116,745,477 |
Total unrealized appreciation/depreciation of assets | 2021-09-30 | $116,745,477 |
Total transfer of assets to this plan | 2021-09-30 | $0 |
Total transfer of assets from this plan | 2021-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $842,386 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $857,526 |
Expenses. Interest paid | 2021-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-09-30 | $0 |
Total income from all sources (including contributions) | 2021-09-30 | $3,813,016 |
Total loss/gain on sale of assets | 2021-09-30 | $-6,927,883 |
Total of all expenses incurred | 2021-09-30 | $71,290,210 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $65,722,687 |
Expenses. Certain deemed distributions of participant loans | 2021-09-30 | $0 |
Value of total corrective distributions | 2021-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $0 |
Value of total assets at end of year | 2021-09-30 | $821,739,680 |
Value of total assets at beginning of year | 2021-09-30 | $889,232,014 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $5,567,523 |
Total income from rents | 2021-09-30 | $0 |
Total interest from all sources | 2021-09-30 | $5,302,282 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $2,442,488 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $1,200,689 |
Assets. Real estate other than employer real property at end of year | 2021-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-09-30 | $0 |
Administrative expenses professional fees incurred | 2021-09-30 | $91,126 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-09-30 | $0 |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $0 |
Participant contributions at end of year | 2021-09-30 | $0 |
Participant contributions at beginning of year | 2021-09-30 | $0 |
Participant contributions at end of year | 2021-09-30 | $0 |
Participant contributions at beginning of year | 2021-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-09-30 | $24,068,923 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-09-30 | $19,508,429 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-09-30 | $0 |
Other income not declared elsewhere | 2021-09-30 | $-10,722,816 |
Administrative expenses (other) incurred | 2021-09-30 | $978,131 |
Liabilities. Value of operating payables at end of year | 2021-09-30 | $842,386 |
Liabilities. Value of operating payables at beginning of year | 2021-09-30 | $857,526 |
Total non interest bearing cash at end of year | 2021-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2021-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Income. Non cash contributions | 2021-09-30 | $0 |
Value of net income/loss | 2021-09-30 | $-67,477,194 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $820,897,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $888,374,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2021-09-30 | $316,119,674 |
Assets. partnership/joint venture interests at beginning of year | 2021-09-30 | $289,861,521 |
Investment advisory and management fees | 2021-09-30 | $3,117,282 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $30,782,676 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $8,878,880 |
Value of interest in pooled separate accounts at end of year | 2021-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-09-30 | $0 |
Interest on participant loans | 2021-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2021-09-30 | $0 |
Interest earned on other investments | 2021-09-30 | $251,697 |
Income. Interest from US Government securities | 2021-09-30 | $1,233,337 |
Income. Interest from corporate debt instruments | 2021-09-30 | $3,817,170 |
Value of interest in master investment trust accounts at end of year | 2021-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2021-09-30 | $29,164,060 |
Value of interest in common/collective trusts at beginning of year | 2021-09-30 | $61,368,053 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-09-30 | $22,430,730 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-09-30 | $14,468,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-09-30 | $14,468,878 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-09-30 | $78 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-09-30 | $0 |
Asset value of US Government securities at end of year | 2021-09-30 | $217,146,589 |
Asset value of US Government securities at beginning of year | 2021-09-30 | $197,649,546 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $-103,644,084 |
Net investment gain/loss from pooled separate accounts | 2021-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2021-09-30 | $617,552 |
Net gain/loss from 103.12 investment entities | 2021-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Assets. Invements in employer securities at end of year | 2021-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-09-30 | $0 |
Assets. Value of employer real property at end of year | 2021-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2021-09-30 | $0 |
Contributions received in cash from employer | 2021-09-30 | $0 |
Employer contributions (assets) at end of year | 2021-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2021-09-30 | $0 |
Income. Dividends from preferred stock | 2021-09-30 | $0 |
Income. Dividends from common stock | 2021-09-30 | $1,241,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $65,722,687 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-09-30 | $88,876,487 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-09-30 | $60,835,332 |
Contract administrator fees | 2021-09-30 | $1,380,984 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-09-30 | $93,150,541 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-09-30 | $236,661,375 |
Liabilities. Value of benefit claims payable at end of year | 2021-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-09-30 | $0 |
Did the plan have assets held for investment | 2021-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Aggregate proceeds on sale of assets | 2021-09-30 | $487,596,199 |
Aggregate carrying amount (costs) on sale of assets | 2021-09-30 | $494,524,082 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-09-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Unqualified |
Accountancy firm name | 2021-09-30 | DELOITTE |
Accountancy firm EIN | 2021-09-30 | 133891517 |
2020 : ARVINMERITOR, INC. RETIREMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-09-30 | $19,994,233 |
Total unrealized appreciation/depreciation of assets | 2020-09-30 | $19,994,233 |
Total transfer of assets to this plan | 2020-09-30 | $0 |
Total transfer of assets from this plan | 2020-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $857,526 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $794,285 |
Expenses. Interest paid | 2020-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-09-30 | $0 |
Total income from all sources (including contributions) | 2020-09-30 | $211,878,204 |
Total loss/gain on sale of assets | 2020-09-30 | $14,982,472 |
Total of all expenses incurred | 2020-09-30 | $78,201,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $68,020,900 |
Expenses. Certain deemed distributions of participant loans | 2020-09-30 | $0 |
Value of total corrective distributions | 2020-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $0 |
Value of total assets at end of year | 2020-09-30 | $889,232,014 |
Value of total assets at beginning of year | 2020-09-30 | $755,492,359 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $10,180,890 |
Total income from rents | 2020-09-30 | $0 |
Total interest from all sources | 2020-09-30 | $4,380,776 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $5,835,787 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $3,890,332 |
Assets. Real estate other than employer real property at end of year | 2020-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-09-30 | $0 |
Administrative expenses professional fees incurred | 2020-09-30 | $102,544 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-09-30 | $225,371 |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Contributions received from participants | 2020-09-30 | $0 |
Participant contributions at end of year | 2020-09-30 | $0 |
Participant contributions at beginning of year | 2020-09-30 | $0 |
Participant contributions at end of year | 2020-09-30 | $0 |
Participant contributions at beginning of year | 2020-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-09-30 | $19,508,429 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-09-30 | $18,350,140 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-09-30 | $0 |
Other income not declared elsewhere | 2020-09-30 | $13,647,625 |
Administrative expenses (other) incurred | 2020-09-30 | $5,571,431 |
Liabilities. Value of operating payables at end of year | 2020-09-30 | $857,526 |
Liabilities. Value of operating payables at beginning of year | 2020-09-30 | $794,285 |
Total non interest bearing cash at end of year | 2020-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2020-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Income. Non cash contributions | 2020-09-30 | $0 |
Value of net income/loss | 2020-09-30 | $133,676,414 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $888,374,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $754,698,074 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2020-09-30 | $289,861,521 |
Assets. partnership/joint venture interests at beginning of year | 2020-09-30 | $391,084,943 |
Investment advisory and management fees | 2020-09-30 | $3,205,925 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $8,878,880 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $23,799,822 |
Value of interest in pooled separate accounts at end of year | 2020-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-09-30 | $0 |
Interest on participant loans | 2020-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2020-09-30 | $0 |
Interest earned on other investments | 2020-09-30 | $284,997 |
Income. Interest from US Government securities | 2020-09-30 | $1,267,959 |
Income. Interest from corporate debt instruments | 2020-09-30 | $2,823,691 |
Value of interest in master investment trust accounts at end of year | 2020-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2020-09-30 | $61,368,053 |
Value of interest in common/collective trusts at beginning of year | 2020-09-30 | $32,519,712 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-09-30 | $14,468,878 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-09-30 | $7,766,054 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-09-30 | $7,766,054 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-09-30 | $4,129 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-09-30 | $0 |
Asset value of US Government securities at end of year | 2020-09-30 | $197,649,546 |
Asset value of US Government securities at beginning of year | 2020-09-30 | $196,307,358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $150,784,374 |
Net investment gain/loss from pooled separate accounts | 2020-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2020-09-30 | $2,252,937 |
Net gain/loss from 103.12 investment entities | 2020-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Assets. Invements in employer securities at end of year | 2020-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-09-30 | $0 |
Assets. Value of employer real property at end of year | 2020-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2020-09-30 | $0 |
Contributions received in cash from employer | 2020-09-30 | $0 |
Employer contributions (assets) at end of year | 2020-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2020-09-30 | $0 |
Income. Dividends from preferred stock | 2020-09-30 | $3,742 |
Income. Dividends from common stock | 2020-09-30 | $1,941,713 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $68,020,900 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-09-30 | $60,835,332 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-09-30 | $33,247,481 |
Contract administrator fees | 2020-09-30 | $1,300,990 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-09-30 | $236,661,375 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-09-30 | $52,191,478 |
Liabilities. Value of benefit claims payable at end of year | 2020-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-09-30 | $0 |
Did the plan have assets held for investment | 2020-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Aggregate proceeds on sale of assets | 2020-09-30 | $528,203,963 |
Aggregate carrying amount (costs) on sale of assets | 2020-09-30 | $513,221,491 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Unqualified |
Accountancy firm name | 2020-09-30 | DELOITTE |
Accountancy firm EIN | 2020-09-30 | 133891517 |
2019 : ARVINMERITOR, INC. RETIREMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-09-30 | $34,125,570 |
Total unrealized appreciation/depreciation of assets | 2019-09-30 | $34,125,570 |
Total transfer of assets to this plan | 2019-09-30 | $0 |
Total transfer of assets from this plan | 2019-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $794,285 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $959,566 |
Expenses. Interest paid | 2019-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-09-30 | $0 |
Total income from all sources (including contributions) | 2019-09-30 | $91,049,383 |
Total loss/gain on sale of assets | 2019-09-30 | $3,642,181 |
Total of all expenses incurred | 2019-09-30 | $79,712,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $69,302,309 |
Expenses. Certain deemed distributions of participant loans | 2019-09-30 | $0 |
Value of total corrective distributions | 2019-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $0 |
Value of total assets at end of year | 2019-09-30 | $755,492,359 |
Value of total assets at beginning of year | 2019-09-30 | $744,320,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $10,410,333 |
Total income from rents | 2019-09-30 | $0 |
Total interest from all sources | 2019-09-30 | $4,247,934 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $7,637,413 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $5,358,797 |
Assets. Real estate other than employer real property at end of year | 2019-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-09-30 | $0 |
Administrative expenses professional fees incurred | 2019-09-30 | $112,103 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-09-30 | $225,371 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-09-30 | $313,559 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Contributions received from participants | 2019-09-30 | $0 |
Participant contributions at end of year | 2019-09-30 | $0 |
Participant contributions at beginning of year | 2019-09-30 | $0 |
Participant contributions at end of year | 2019-09-30 | $0 |
Participant contributions at beginning of year | 2019-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-09-30 | $18,350,140 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-09-30 | $0 |
Other income not declared elsewhere | 2019-09-30 | $69,149,021 |
Administrative expenses (other) incurred | 2019-09-30 | $6,287,263 |
Liabilities. Value of operating payables at end of year | 2019-09-30 | $794,285 |
Liabilities. Value of operating payables at beginning of year | 2019-09-30 | $959,566 |
Total non interest bearing cash at end of year | 2019-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2019-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Income. Non cash contributions | 2019-09-30 | $0 |
Value of net income/loss | 2019-09-30 | $11,336,741 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $754,698,074 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $743,361,333 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2019-09-30 | $391,084,943 |
Assets. partnership/joint venture interests at beginning of year | 2019-09-30 | $422,547,512 |
Investment advisory and management fees | 2019-09-30 | $2,843,461 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $23,799,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $28,738,574 |
Value of interest in pooled separate accounts at end of year | 2019-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-09-30 | $0 |
Interest on participant loans | 2019-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2019-09-30 | $0 |
Interest earned on other investments | 2019-09-30 | $769,509 |
Income. Interest from US Government securities | 2019-09-30 | $1,326,843 |
Income. Interest from corporate debt instruments | 2019-09-30 | $2,143,721 |
Value of interest in master investment trust accounts at end of year | 2019-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2019-09-30 | $32,519,712 |
Value of interest in common/collective trusts at beginning of year | 2019-09-30 | $23,357,114 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-09-30 | $7,766,054 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-09-30 | $10,238,914 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-09-30 | $10,238,914 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-09-30 | $7,861 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-09-30 | $0 |
Asset value of US Government securities at end of year | 2019-09-30 | $196,307,358 |
Asset value of US Government securities at beginning of year | 2019-09-30 | $139,855,143 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $-31,825,150 |
Net investment gain/loss from pooled separate accounts | 2019-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2019-09-30 | $4,072,414 |
Net gain/loss from 103.12 investment entities | 2019-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Assets. Invements in employer securities at end of year | 2019-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-09-30 | $0 |
Assets. Value of employer real property at end of year | 2019-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2019-09-30 | $0 |
Contributions received in cash from employer | 2019-09-30 | $0 |
Employer contributions (assets) at end of year | 2019-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2019-09-30 | $0 |
Income. Dividends from preferred stock | 2019-09-30 | $4,380 |
Income. Dividends from common stock | 2019-09-30 | $2,274,236 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $69,302,309 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-09-30 | $43,055,320 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-09-30 | $33,247,481 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-09-30 | $0 |
Contract administrator fees | 2019-09-30 | $1,167,506 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-09-30 | $52,191,478 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-09-30 | $76,214,763 |
Liabilities. Value of benefit claims payable at end of year | 2019-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-09-30 | $0 |
Did the plan have assets held for investment | 2019-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Aggregate proceeds on sale of assets | 2019-09-30 | $305,951,240 |
Aggregate carrying amount (costs) on sale of assets | 2019-09-30 | $302,309,059 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Unqualified |
Accountancy firm name | 2019-09-30 | DELOITTE |
Accountancy firm EIN | 2019-09-30 | 133891517 |
2018 : ARVINMERITOR, INC. RETIREMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-09-30 | $13,859,429 |
Total unrealized appreciation/depreciation of assets | 2018-09-30 | $13,859,429 |
Total transfer of assets to this plan | 2018-09-30 | $0 |
Total transfer of assets from this plan | 2018-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $959,566 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $1,332,757 |
Expenses. Interest paid | 2018-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-09-30 | $0 |
Total income from all sources (including contributions) | 2018-09-30 | $7,970,214 |
Total loss/gain on sale of assets | 2018-09-30 | $6,736,690 |
Total of all expenses incurred | 2018-09-30 | $84,618,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $75,616,982 |
Expenses. Certain deemed distributions of participant loans | 2018-09-30 | $0 |
Value of total corrective distributions | 2018-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $0 |
Value of total assets at end of year | 2018-09-30 | $744,320,899 |
Value of total assets at beginning of year | 2018-09-30 | $821,342,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $9,001,974 |
Total income from rents | 2018-09-30 | $0 |
Total interest from all sources | 2018-09-30 | $4,656,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $4,239,251 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-09-30 | $2,008,864 |
Assets. Real estate other than employer real property at end of year | 2018-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-09-30 | $0 |
Administrative expenses professional fees incurred | 2018-09-30 | $112,924 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-09-30 | $313,559 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-09-30 | $433,987 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Participant contributions at end of year | 2018-09-30 | $0 |
Participant contributions at beginning of year | 2018-09-30 | $0 |
Participant contributions at end of year | 2018-09-30 | $0 |
Participant contributions at beginning of year | 2018-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-09-30 | $0 |
Other income not declared elsewhere | 2018-09-30 | $-12,638,228 |
Administrative expenses (other) incurred | 2018-09-30 | $3,837,838 |
Liabilities. Value of operating payables at end of year | 2018-09-30 | $959,566 |
Liabilities. Value of operating payables at beginning of year | 2018-09-30 | $1,332,757 |
Total non interest bearing cash at end of year | 2018-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2018-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $-76,648,742 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $743,361,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $820,010,075 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2018-09-30 | $422,547,512 |
Assets. partnership/joint venture interests at beginning of year | 2018-09-30 | $429,508,727 |
Investment advisory and management fees | 2018-09-30 | $3,497,520 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-09-30 | $28,738,574 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-09-30 | $30,938,263 |
Value of interest in pooled separate accounts at end of year | 2018-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-09-30 | $0 |
Interest on participant loans | 2018-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2018-09-30 | $0 |
Interest earned on other investments | 2018-09-30 | $796,858 |
Income. Interest from US Government securities | 2018-09-30 | $1,486,164 |
Income. Interest from corporate debt instruments | 2018-09-30 | $2,365,285 |
Value of interest in master investment trust accounts at end of year | 2018-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2018-09-30 | $23,357,114 |
Value of interest in common/collective trusts at beginning of year | 2018-09-30 | $26,789,047 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-09-30 | $10,238,914 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-09-30 | $8,634,780 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-09-30 | $8,634,780 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-09-30 | $8,245 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-09-30 | $0 |
Asset value of US Government securities at end of year | 2018-09-30 | $139,855,143 |
Asset value of US Government securities at beginning of year | 2018-09-30 | $178,048,076 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-09-30 | $-10,719,109 |
Net investment gain/loss from pooled separate accounts | 2018-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2018-09-30 | $1,835,629 |
Net gain/loss from 103.12 investment entities | 2018-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Assets. Invements in employer securities at end of year | 2018-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-09-30 | $0 |
Assets. Value of employer real property at end of year | 2018-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2018-09-30 | $0 |
Contributions received in cash from employer | 2018-09-30 | $0 |
Employer contributions (assets) at end of year | 2018-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2018-09-30 | $0 |
Income. Dividends from preferred stock | 2018-09-30 | $6,205 |
Income. Dividends from common stock | 2018-09-30 | $2,224,182 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $75,616,982 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-09-30 | $43,055,320 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-09-30 | $56,362,355 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-09-30 | $0 |
Contract administrator fees | 2018-09-30 | $1,553,692 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-09-30 | $76,214,763 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-09-30 | $90,627,597 |
Liabilities. Value of benefit claims payable at end of year | 2018-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-09-30 | $0 |
Did the plan have assets held for investment | 2018-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Aggregate proceeds on sale of assets | 2018-09-30 | $457,579,859 |
Aggregate carrying amount (costs) on sale of assets | 2018-09-30 | $450,843,169 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Unqualified |
Accountancy firm name | 2018-09-30 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2018-09-30 | 381357951 |
2017 : ARVINMERITOR, INC. RETIREMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-09-30 | $85,212,755 |
Total unrealized appreciation/depreciation of assets | 2017-09-30 | $85,212,755 |
Total transfer of assets to this plan | 2017-09-30 | $0 |
Total transfer of assets from this plan | 2017-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $1,332,757 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $1,028,119 |
Total income from all sources (including contributions) | 2017-09-30 | $73,342,708 |
Total loss/gain on sale of assets | 2017-09-30 | $-4,072,386 |
Total of all expenses incurred | 2017-09-30 | $86,426,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $76,824,062 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $0 |
Value of total assets at end of year | 2017-09-30 | $821,342,832 |
Value of total assets at beginning of year | 2017-09-30 | $834,121,689 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $9,602,141 |
Total interest from all sources | 2017-09-30 | $5,027,865 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $2,975,451 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $711,595 |
Administrative expenses professional fees incurred | 2017-09-30 | $163,550 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-09-30 | $433,987 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-09-30 | $586,670 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-09-30 | $0 |
Other income not declared elsewhere | 2017-09-30 | $-2,323,591 |
Administrative expenses (other) incurred | 2017-09-30 | $4,314,345 |
Liabilities. Value of operating payables at end of year | 2017-09-30 | $1,332,757 |
Liabilities. Value of operating payables at beginning of year | 2017-09-30 | $1,028,119 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $-13,083,495 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $820,010,075 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $833,093,570 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2017-09-30 | $429,508,727 |
Assets. partnership/joint venture interests at beginning of year | 2017-09-30 | $370,466,719 |
Investment advisory and management fees | 2017-09-30 | $3,660,571 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $30,938,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $45,507,282 |
Interest earned on other investments | 2017-09-30 | $648,862 |
Income. Interest from US Government securities | 2017-09-30 | $1,609,332 |
Income. Interest from corporate debt instruments | 2017-09-30 | $2,759,040 |
Value of interest in common/collective trusts at end of year | 2017-09-30 | $26,789,047 |
Value of interest in common/collective trusts at beginning of year | 2017-09-30 | $29,844,986 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-09-30 | $8,634,780 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-09-30 | $5,967,824 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-09-30 | $5,967,824 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-09-30 | $10,631 |
Asset value of US Government securities at end of year | 2017-09-30 | $178,048,076 |
Asset value of US Government securities at beginning of year | 2017-09-30 | $199,655,902 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $-13,940,105 |
Net investment gain or loss from common/collective trusts | 2017-09-30 | $462,719 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Income. Dividends from preferred stock | 2017-09-30 | $9,759 |
Income. Dividends from common stock | 2017-09-30 | $2,254,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $76,824,062 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-09-30 | $56,362,355 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-09-30 | $84,559,073 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-09-30 | $0 |
Contract administrator fees | 2017-09-30 | $1,463,675 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-09-30 | $90,627,597 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-09-30 | $97,533,233 |
Did the plan have assets held for investment | 2017-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Aggregate proceeds on sale of assets | 2017-09-30 | $525,489,273 |
Aggregate carrying amount (costs) on sale of assets | 2017-09-30 | $529,561,659 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Unqualified |
Accountancy firm name | 2017-09-30 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2017-09-30 | 381357951 |
2016 : ARVINMERITOR, INC. RETIREMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-09-30 | $34,837,069 |
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $34,837,069 |
Total transfer of assets to this plan | 2016-09-30 | $0 |
Total transfer of assets from this plan | 2016-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $1,028,119 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $1,114,412 |
Total income from all sources (including contributions) | 2016-09-30 | $86,648,931 |
Total loss/gain on sale of assets | 2016-09-30 | $21,147,672 |
Total of all expenses incurred | 2016-09-30 | $82,205,451 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $73,520,573 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $0 |
Value of total assets at end of year | 2016-09-30 | $834,121,689 |
Value of total assets at beginning of year | 2016-09-30 | $829,764,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $8,684,878 |
Total interest from all sources | 2016-09-30 | $6,620,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $6,324,328 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-09-30 | $3,704,637 |
Administrative expenses professional fees incurred | 2016-09-30 | $317,687 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-09-30 | $586,670 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-09-30 | $755,793 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-09-30 | $231,222 |
Other income not declared elsewhere | 2016-09-30 | $23,419,062 |
Administrative expenses (other) incurred | 2016-09-30 | $3,927,205 |
Liabilities. Value of operating payables at end of year | 2016-09-30 | $1,028,119 |
Liabilities. Value of operating payables at beginning of year | 2016-09-30 | $883,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $4,443,480 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $833,093,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $828,650,090 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2016-09-30 | $370,466,719 |
Assets. partnership/joint venture interests at beginning of year | 2016-09-30 | $369,830,789 |
Investment advisory and management fees | 2016-09-30 | $3,336,268 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $45,507,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $46,302,145 |
Interest earned on other investments | 2016-09-30 | $290,129 |
Income. Interest from US Government securities | 2016-09-30 | $2,495,524 |
Income. Interest from corporate debt instruments | 2016-09-30 | $3,830,112 |
Value of interest in common/collective trusts at end of year | 2016-09-30 | $29,844,986 |
Value of interest in common/collective trusts at beginning of year | 2016-09-30 | $17,102,828 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-09-30 | $5,967,824 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $325,715 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $325,715 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-09-30 | $4,388 |
Asset value of US Government securities at end of year | 2016-09-30 | $199,655,902 |
Asset value of US Government securities at beginning of year | 2016-09-30 | $205,872,644 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $292,555 |
Net investment gain or loss from common/collective trusts | 2016-09-30 | $-5,991,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Income. Dividends from preferred stock | 2016-09-30 | $12,032 |
Income. Dividends from common stock | 2016-09-30 | $2,607,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $73,520,573 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-09-30 | $84,559,073 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-09-30 | $70,281,613 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-09-30 | $1,384,570 |
Contract administrator fees | 2016-09-30 | $1,103,718 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-09-30 | $97,533,233 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-09-30 | $117,908,405 |
Did the plan have assets held for investment | 2016-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Aggregate proceeds on sale of assets | 2016-09-30 | $628,202,398 |
Aggregate carrying amount (costs) on sale of assets | 2016-09-30 | $607,054,726 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
Accountancy firm name | 2016-09-30 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2016-09-30 | 381357951 |
2015 : ARVINMERITOR, INC. RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-09-30 | $16,888,225 |
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $16,888,225 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $1,114,412 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $4,450,742 |
Total income from all sources (including contributions) | 2015-09-30 | $61,484,148 |
Total loss/gain on sale of assets | 2015-09-30 | $18,845,682 |
Total of all expenses incurred | 2015-09-30 | $73,847,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $66,716,354 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $0 |
Value of total assets at end of year | 2015-09-30 | $829,764,502 |
Value of total assets at beginning of year | 2015-09-30 | $845,464,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $7,131,177 |
Total interest from all sources | 2015-09-30 | $6,344,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $10,541,466 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $7,086,080 |
Administrative expenses professional fees incurred | 2015-09-30 | $447,091 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-09-30 | $755,793 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-09-30 | $414,144 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $231,222 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-09-30 | $4,025,895 |
Other income not declared elsewhere | 2015-09-30 | $13,204,099 |
Administrative expenses (other) incurred | 2015-09-30 | $2,496,625 |
Liabilities. Value of operating payables at end of year | 2015-09-30 | $883,190 |
Liabilities. Value of operating payables at beginning of year | 2015-09-30 | $424,847 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-12,363,383 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $828,650,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $841,013,473 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2015-09-30 | $369,830,789 |
Assets. partnership/joint venture interests at beginning of year | 2015-09-30 | $343,897,592 |
Investment advisory and management fees | 2015-09-30 | $2,947,411 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $46,302,145 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $73,701,108 |
Interest earned on other investments | 2015-09-30 | $167,550 |
Income. Interest from US Government securities | 2015-09-30 | $2,225,219 |
Income. Interest from corporate debt instruments | 2015-09-30 | $3,950,791 |
Value of interest in common/collective trusts at end of year | 2015-09-30 | $17,102,828 |
Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $19,226,807 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $325,715 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $2,426,258 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $2,426,258 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-09-30 | $1,416 |
Asset value of US Government securities at end of year | 2015-09-30 | $205,872,644 |
Asset value of US Government securities at beginning of year | 2015-09-30 | $196,281,148 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-4,343,349 |
Net investment gain or loss from common/collective trusts | 2015-09-30 | $3,049 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $0 |
Employer contributions (assets) at end of year | 2015-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $0 |
Income. Dividends from preferred stock | 2015-09-30 | $14,862 |
Income. Dividends from common stock | 2015-09-30 | $3,440,524 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $66,716,354 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-09-30 | $70,281,613 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-09-30 | $66,430,861 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-09-30 | $1,384,570 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-09-30 | $2,730,774 |
Contract administrator fees | 2015-09-30 | $1,240,050 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-09-30 | $117,908,405 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-09-30 | $140,355,523 |
Did the plan have assets held for investment | 2015-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Aggregate proceeds on sale of assets | 2015-09-30 | $580,612,597 |
Aggregate carrying amount (costs) on sale of assets | 2015-09-30 | $561,766,915 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
Accountancy firm name | 2015-09-30 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2015-09-30 | 381357951 |
2014 : ARVINMERITOR, INC. RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $54,394,942 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $54,394,942 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $4,450,742 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $1,117,480 |
Total income from all sources (including contributions) | 2014-09-30 | $183,207,551 |
Total loss/gain on sale of assets | 2014-09-30 | $20,170,396 |
Total of all expenses incurred | 2014-09-30 | $73,035,581 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $64,727,575 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $93,000,000 |
Value of total assets at end of year | 2014-09-30 | $845,464,215 |
Value of total assets at beginning of year | 2014-09-30 | $731,958,983 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $8,308,006 |
Total interest from all sources | 2014-09-30 | $4,708,046 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $12,157,907 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $7,680,642 |
Administrative expenses professional fees incurred | 2014-09-30 | $593,902 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-09-30 | $414,144 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-09-30 | $0 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2014-09-30 | $23,381 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $4,025,895 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $0 |
Other income not declared elsewhere | 2014-09-30 | $2,301,848 |
Administrative expenses (other) incurred | 2014-09-30 | $3,011,978 |
Liabilities. Value of operating payables at end of year | 2014-09-30 | $424,847 |
Liabilities. Value of operating payables at beginning of year | 2014-09-30 | $1,117,480 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $110,171,970 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $841,013,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $730,841,503 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2014-09-30 | $343,897,592 |
Assets. partnership/joint venture interests at beginning of year | 2014-09-30 | $292,625,535 |
Investment advisory and management fees | 2014-09-30 | $3,434,074 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $73,701,108 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $55,495,919 |
Interest earned on other investments | 2014-09-30 | $46,670 |
Income. Interest from US Government securities | 2014-09-30 | $1,472,680 |
Income. Interest from corporate debt instruments | 2014-09-30 | $3,185,033 |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $19,226,807 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $22,795,814 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $2,426,258 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $12,162,320 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $12,162,320 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $3,663 |
Asset value of US Government securities at end of year | 2014-09-30 | $196,281,148 |
Asset value of US Government securities at beginning of year | 2014-09-30 | $176,161,818 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $-3,531,870 |
Net investment gain or loss from common/collective trusts | 2014-09-30 | $6,282 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $93,000,000 |
Employer contributions (assets) at end of year | 2014-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $0 |
Income. Dividends from preferred stock | 2014-09-30 | $11,133 |
Income. Dividends from common stock | 2014-09-30 | $4,466,132 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $64,727,575 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-09-30 | $66,430,861 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-09-30 | $2,730,774 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-09-30 | $7,616,567 |
Contract administrator fees | 2014-09-30 | $1,268,052 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-09-30 | $140,355,523 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-09-30 | $165,101,010 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Aggregate proceeds on sale of assets | 2014-09-30 | $345,215,729 |
Aggregate carrying amount (costs) on sale of assets | 2014-09-30 | $325,045,333 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
Accountancy firm name | 2014-09-30 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2014-09-30 | 381357951 |
2013 : ARVINMERITOR, INC. RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $-13,170,176 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $-13,170,176 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $1,117,480 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $723,356 |
Total income from all sources (including contributions) | 2013-09-30 | $74,518,299 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $225,169,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $216,088,890 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $47,750,000 |
Value of total assets at end of year | 2013-09-30 | $731,958,983 |
Value of total assets at beginning of year | 2013-09-30 | $882,215,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $9,080,318 |
Total interest from all sources | 2013-09-30 | $4,910,090 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $15,126,319 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $10,150,596 |
Administrative expenses professional fees incurred | 2013-09-30 | $2,010,213 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2013-09-30 | $15,352 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-09-30 | $519,671 |
Other income not declared elsewhere | 2013-09-30 | $18,780,239 |
Administrative expenses (other) incurred | 2013-09-30 | $2,597,595 |
Liabilities. Value of operating payables at end of year | 2013-09-30 | $1,117,480 |
Liabilities. Value of operating payables at beginning of year | 2013-09-30 | $723,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $-150,650,909 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $730,841,503 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $881,492,412 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2013-09-30 | $292,625,535 |
Assets. partnership/joint venture interests at beginning of year | 2013-09-30 | $298,289,082 |
Investment advisory and management fees | 2013-09-30 | $3,213,455 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $55,495,919 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $92,160,965 |
Income. Interest from US Government securities | 2013-09-30 | $4,892,602 |
Income. Interest from corporate debt instruments | 2013-09-30 | $14,172 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $22,795,814 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $22,007,031 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-09-30 | $12,162,320 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-09-30 | $28,817,083 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-09-30 | $28,817,083 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $3,316 |
Asset value of US Government securities at end of year | 2013-09-30 | $176,161,818 |
Asset value of US Government securities at beginning of year | 2013-09-30 | $234,246,576 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $1,121,827 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $47,750,000 |
Employer contributions (assets) at end of year | 2013-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $13,474,506 |
Income. Dividends from common stock | 2013-09-30 | $4,975,723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $216,088,890 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-09-30 | $7,616,567 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-09-30 | $20,138,696 |
Contract administrator fees | 2013-09-30 | $1,259,055 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-09-30 | $165,101,010 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-09-30 | $172,562,158 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
Accountancy firm name | 2013-09-30 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2013-09-30 | 381357951 |
2012 : ARVINMERITOR, INC. RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-09-30 | $35,422,990 |
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $35,422,990 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $723,356 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $560,036 |
Total income from all sources (including contributions) | 2012-09-30 | $162,143,150 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $63,201,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $55,533,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $51,402,740 |
Value of total assets at end of year | 2012-09-30 | $882,215,768 |
Value of total assets at beginning of year | 2012-09-30 | $783,110,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $7,668,130 |
Total interest from all sources | 2012-09-30 | $3,563,830 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $12,654,413 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $8,367,359 |
Administrative expenses professional fees incurred | 2012-09-30 | $474,560 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $35,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-09-30 | $519,671 |
Other income not declared elsewhere | 2012-09-30 | $46,073,608 |
Administrative expenses (other) incurred | 2012-09-30 | $2,958,050 |
Liabilities. Value of operating payables at end of year | 2012-09-30 | $723,356 |
Liabilities. Value of operating payables at beginning of year | 2012-09-30 | $560,036 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $98,941,725 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $881,492,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $782,550,687 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2012-09-30 | $298,289,082 |
Assets. partnership/joint venture interests at beginning of year | 2012-09-30 | $268,296,511 |
Investment advisory and management fees | 2012-09-30 | $3,299,022 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $92,160,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $144,474,405 |
Income. Interest from US Government securities | 2012-09-30 | $3,539,999 |
Income. Interest from corporate debt instruments | 2012-09-30 | $17,283 |
Value of interest in common/collective trusts at end of year | 2012-09-30 | $22,007,031 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-09-30 | $28,817,083 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-09-30 | $11,182,530 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-09-30 | $11,182,530 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $6,548 |
Asset value of US Government securities at end of year | 2012-09-30 | $234,246,576 |
Asset value of US Government securities at beginning of year | 2012-09-30 | $185,350,919 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $13,025,569 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $51,402,740 |
Employer contributions (assets) at end of year | 2012-09-30 | $13,474,506 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $19,814,929 |
Income. Dividends from common stock | 2012-09-30 | $4,287,054 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $55,533,295 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-09-30 | $20,138,696 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-09-30 | $14,021,112 |
Contract administrator fees | 2012-09-30 | $936,498 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-09-30 | $172,562,158 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-09-30 | $139,970,317 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
Accountancy firm name | 2012-09-30 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2012-09-30 | 381357951 |
2011 : ARVINMERITOR, INC. RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-09-30 | $61,518,855 |
Total unrealized appreciation/depreciation of assets | 2011-09-30 | $61,518,855 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $560,036 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $1,830,489 |
Total income from all sources (including contributions) | 2011-09-30 | $89,697,793 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $71,147,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $64,522,349 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $19,814,929 |
Value of total assets at end of year | 2011-09-30 | $783,110,723 |
Value of total assets at beginning of year | 2011-09-30 | $765,830,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $6,624,699 |
Total interest from all sources | 2011-09-30 | $2,058,629 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $6,395,091 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $3,294,848 |
Administrative expenses professional fees incurred | 2011-09-30 | $281,354 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $35,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Other income not declared elsewhere | 2011-09-30 | $2,942,851 |
Administrative expenses (other) incurred | 2011-09-30 | $1,685,304 |
Liabilities. Value of operating payables at end of year | 2011-09-30 | $560,036 |
Liabilities. Value of operating payables at beginning of year | 2011-09-30 | $1,830,489 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $18,550,745 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $782,550,687 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $763,999,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2011-09-30 | $268,296,511 |
Assets. partnership/joint venture interests at beginning of year | 2011-09-30 | $173,463,729 |
Investment advisory and management fees | 2011-09-30 | $3,408,370 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $144,474,405 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $6,736,448 |
Income. Interest from US Government securities | 2011-09-30 | $1,643,150 |
Income. Interest from corporate debt instruments | 2011-09-30 | $414,222 |
Value of interest in common/collective trusts at end of year | 2011-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-09-30 | $297,516,935 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-09-30 | $11,182,530 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-09-30 | $4,919,488 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-09-30 | $4,919,488 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $1,257 |
Asset value of US Government securities at end of year | 2011-09-30 | $185,350,919 |
Asset value of US Government securities at beginning of year | 2011-09-30 | $136,372,547 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-31,091,604 |
Net investment gain or loss from common/collective trusts | 2011-09-30 | $28,059,042 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $19,814,929 |
Employer contributions (assets) at end of year | 2011-09-30 | $19,814,929 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $29,000,000 |
Income. Dividends from common stock | 2011-09-30 | $3,100,243 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $64,522,349 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-09-30 | $14,021,112 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-09-30 | $0 |
Contract administrator fees | 2011-09-30 | $1,249,671 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-09-30 | $139,970,317 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-09-30 | $117,821,284 |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Unqualified |
Accountancy firm name | 2011-09-30 | PLANTE & MORAN |
Accountancy firm EIN | 2011-09-30 | 381357951 |
2021: ARVINMERITOR, INC. RETIREMENT PLAN 2021 form 5500 responses | ||
---|---|---|
2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | Submission has been amended | No |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-10-01 | Plan is a collectively bargained plan | Yes |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2020: ARVINMERITOR, INC. RETIREMENT PLAN 2020 form 5500 responses | ||
2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | Yes |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: ARVINMERITOR, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | Submission has been amended | No |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | Yes |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: ARVINMERITOR, INC. RETIREMENT PLAN 2018 form 5500 responses | ||
2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | Yes |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: ARVINMERITOR, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | Yes |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: ARVINMERITOR, INC. RETIREMENT PLAN 2016 form 5500 responses | ||
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | Yes |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: ARVINMERITOR, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | Yes |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: ARVINMERITOR, INC. RETIREMENT PLAN 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | Yes |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: ARVINMERITOR, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: ARVINMERITOR, INC. RETIREMENT PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | Yes |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: ARVINMERITOR, INC. RETIREMENT PLAN 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | Yes |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2009: ARVINMERITOR, INC. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | Yes |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
2008: ARVINMERITOR, INC. RETIREMENT PLAN 2008 form 5500 responses | ||
2008-10-01 | Type of plan entity | Mulitple employer plan |
2008-10-01 | Submission has been amended | No |
2008-10-01 | This submission is the final filing | No |
2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-01 | Plan is a collectively bargained plan | No |