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HARLEY-DAVIDSON RETIREMENT PLAN 401k Plan overview

Plan NameHARLEY-DAVIDSON RETIREMENT PLAN
Plan identification number 001

HARLEY-DAVIDSON RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARLEY-DAVIDSON MOTOR COMPANY GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:HARLEY-DAVIDSON MOTOR COMPANY GROUP, LLC
Employer identification number (EIN):391805420
NAIC Classification:336100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARLEY-DAVIDSON RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01DARRELL THOMAS
0012016-01-01DARRELL THOMAS
0012015-01-01DARRELL THOMAS
0012014-01-01DARRELL THOMAS
0012013-01-01DARRELL THOMAS
0012012-01-01DARRELL THOMAS DARRELL THOMAS2013-10-15
0012011-01-01DARRELL THOMAS
0012009-01-01DARRELL THOMAS DARRELL THOMAS2010-10-14

Plan Statistics for HARLEY-DAVIDSON RETIREMENT PLAN

401k plan membership statisitcs for HARLEY-DAVIDSON RETIREMENT PLAN

Measure Date Value
2021: HARLEY-DAVIDSON RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-312,433,975,783
Acturial value of plan assets2021-12-312,190,578,205
Funding target for retired participants and beneficiaries receiving payment2021-12-311,031,692,125
Number of terminated vested participants2021-12-311,723
Fundng target for terminated vested participants2021-12-31152,009,641
Active participant vested funding target2021-12-31364,593,309
Number of active participants2021-12-311,914
Total funding liabilities for active participants2021-12-31389,466,077
Total participant count2021-12-318,761
Total funding target for all participants2021-12-311,573,167,843
Balance at beginning of prior year after applicable adjustments2021-12-3140,214,319
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3133,457,620
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3140,214,319
Amount remaining of prefunding balance2021-12-3133,457,620
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3147,042,710
Balance of prefunding at beginning of current year2021-12-3139,138,724
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3115,626,823
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-018,530
Total number of active participants reported on line 7a of the Form 55002021-01-011,744
Number of retired or separated participants receiving benefits2021-01-014,425
Number of other retired or separated participants entitled to future benefits2021-01-011,458
Total of all active and inactive participants2021-01-017,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01671
Total participants2021-01-018,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: HARLEY-DAVIDSON RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-312,209,222,085
Acturial value of plan assets2020-12-312,079,762,970
Funding target for retired participants and beneficiaries receiving payment2020-12-311,036,178,445
Number of terminated vested participants2020-12-311,715
Fundng target for terminated vested participants2020-12-31153,375,818
Active participant vested funding target2020-12-31411,306,963
Number of active participants2020-12-312,179
Total funding liabilities for active participants2020-12-31439,904,945
Total participant count2020-12-318,787
Total funding target for all participants2020-12-311,629,459,208
Balance at beginning of prior year after applicable adjustments2020-12-3132,025,419
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3126,644,597
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3132,025,419
Amount remaining of prefunding balance2020-12-3126,644,597
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3140,214,319
Balance of prefunding at beginning of current year2020-12-3133,457,620
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3119,481,135
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-018,787
Total number of active participants reported on line 7a of the Form 55002020-01-011,914
Number of retired or separated participants receiving benefits2020-01-014,391
Number of other retired or separated participants entitled to future benefits2020-01-011,571
Total of all active and inactive participants2020-01-017,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01654
Total participants2020-01-018,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: HARLEY-DAVIDSON RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-311,874,617,570
Acturial value of plan assets2019-12-312,018,521,615
Funding target for retired participants and beneficiaries receiving payment2019-12-31958,012,760
Number of terminated vested participants2019-12-311,752
Fundng target for terminated vested participants2019-12-31144,745,868
Active participant vested funding target2019-12-31465,579,866
Number of active participants2019-12-312,859
Total funding liabilities for active participants2019-12-31501,020,781
Total participant count2019-12-319,236
Total funding target for all participants2019-12-311,603,779,409
Balance at beginning of prior year after applicable adjustments2019-12-3135,073,288
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3129,180,371
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3135,073,288
Amount remaining of prefunding balance2019-12-3129,180,371
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3132,025,419
Balance of prefunding at beginning of current year2019-12-3126,644,597
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3123,201,557
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-019,236
Total number of active participants reported on line 7a of the Form 55002019-01-012,179
Number of retired or separated participants receiving benefits2019-01-014,326
Number of other retired or separated participants entitled to future benefits2019-01-011,651
Total of all active and inactive participants2019-01-018,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01631
Total participants2019-01-018,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0163
2018: HARLEY-DAVIDSON RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-312,162,885,422
Acturial value of plan assets2018-12-312,006,061,455
Funding target for retired participants and beneficiaries receiving payment2018-12-31929,178,608
Number of terminated vested participants2018-12-311,703
Fundng target for terminated vested participants2018-12-31143,250,350
Active participant vested funding target2018-12-31461,517,184
Number of active participants2018-12-313,266
Total funding liabilities for active participants2018-12-31501,784,465
Total participant count2018-12-319,484
Total funding target for all participants2018-12-311,574,213,423
Balance at beginning of prior year after applicable adjustments2018-12-3129,938,786
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3124,908,554
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3129,938,786
Amount remaining of prefunding balance2018-12-3124,908,554
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3135,073,288
Balance of prefunding at beginning of current year2018-12-3129,180,371
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3122,881,082
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-019,484
Total number of active participants reported on line 7a of the Form 55002018-01-012,859
Number of retired or separated participants receiving benefits2018-01-014,092
Number of other retired or separated participants entitled to future benefits2018-01-011,676
Total of all active and inactive participants2018-01-018,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01609
Total participants2018-01-019,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01101
2017: HARLEY-DAVIDSON RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-311,924,798,041
Acturial value of plan assets2017-12-311,948,543,590
Funding target for retired participants and beneficiaries receiving payment2017-12-31864,679,081
Number of terminated vested participants2017-12-311,705
Fundng target for terminated vested participants2017-12-31124,547,534
Active participant vested funding target2017-12-31433,021,455
Number of active participants2017-12-313,372
Total funding liabilities for active participants2017-12-31480,532,032
Total participant count2017-12-319,474
Total funding target for all participants2017-12-311,469,758,647
Balance at beginning of prior year after applicable adjustments2017-12-3127,106,189
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3127,106,189
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3123,458,800
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3124,908,554
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3124,908,554
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3129,938,786
Balance of prefunding at beginning of current year2017-12-3124,908,554
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3122,260,753
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-019,474
Total number of active participants reported on line 7a of the Form 55002017-01-013,266
Number of retired or separated participants receiving benefits2017-01-013,996
Number of other retired or separated participants entitled to future benefits2017-01-011,625
Total of all active and inactive participants2017-01-018,887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01597
Total participants2017-01-019,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: HARLEY-DAVIDSON RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-311,866,881,280
Acturial value of plan assets2016-12-311,990,165,568
Funding target for retired participants and beneficiaries receiving payment2016-12-31822,509,199
Number of terminated vested participants2016-12-312,912
Fundng target for terminated vested participants2016-12-31166,460,139
Active participant vested funding target2016-12-31413,602,868
Number of active participants2016-12-313,496
Total funding liabilities for active participants2016-12-31462,798,591
Total participant count2016-12-3110,553
Total funding target for all participants2016-12-311,451,767,929
Balance at beginning of prior year after applicable adjustments2016-12-3128,206,232
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3128,206,232
Amount remaining of prefunding balance2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3127,106,189
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3125,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3123,458,800
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3122,415,092
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3123,458,800
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0110,553
Total number of active participants reported on line 7a of the Form 55002016-01-013,372
Number of retired or separated participants receiving benefits2016-01-013,918
Number of other retired or separated participants entitled to future benefits2016-01-011,633
Total of all active and inactive participants2016-01-018,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01551
Total participants2016-01-019,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0139
2015: HARLEY-DAVIDSON RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,595
Total number of active participants reported on line 7a of the Form 55002015-01-013,496
Number of retired or separated participants receiving benefits2015-01-013,636
Number of other retired or separated participants entitled to future benefits2015-01-012,821
Total of all active and inactive participants2015-01-019,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01600
Total participants2015-01-0110,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: HARLEY-DAVIDSON RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,633
Total number of active participants reported on line 7a of the Form 55002014-01-013,903
Number of retired or separated participants receiving benefits2014-01-013,387
Number of other retired or separated participants entitled to future benefits2014-01-012,759
Total of all active and inactive participants2014-01-0110,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01546
Total participants2014-01-0110,595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: HARLEY-DAVIDSON RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,865
Total number of active participants reported on line 7a of the Form 55002013-01-014,044
Number of retired or separated participants receiving benefits2013-01-013,344
Number of other retired or separated participants entitled to future benefits2013-01-012,735
Total of all active and inactive participants2013-01-0110,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01510
Total participants2013-01-0110,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: HARLEY-DAVIDSON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,004
Total number of active participants reported on line 7a of the Form 55002012-01-014,216
Number of retired or separated participants receiving benefits2012-01-013,285
Number of other retired or separated participants entitled to future benefits2012-01-012,870
Total of all active and inactive participants2012-01-0110,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01494
Total participants2012-01-0110,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HARLEY-DAVIDSON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,017
Total number of active participants reported on line 7a of the Form 55002011-01-011,645
Number of retired or separated participants receiving benefits2011-01-01859
Number of other retired or separated participants entitled to future benefits2011-01-011,387
Total of all active and inactive participants2011-01-013,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01113
Total participants2011-01-014,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HARLEY-DAVIDSON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,091
Total number of active participants reported on line 7a of the Form 55002009-01-011,970
Number of retired or separated participants receiving benefits2009-01-01734
Number of other retired or separated participants entitled to future benefits2009-01-011,224
Total of all active and inactive participants2009-01-013,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01104
Total participants2009-01-014,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0136

Financial Data on HARLEY-DAVIDSON RETIREMENT PLAN

Measure Date Value
2021 : HARLEY-DAVIDSON RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$100,174,449
Total unrealized appreciation/depreciation of assets2021-12-31$100,174,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,918,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,625,631
Total income from all sources (including contributions)2021-12-31$197,563,011
Total loss/gain on sale of assets2021-12-31$37,909,265
Total of all expenses incurred2021-12-31$144,531,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$137,512,694
Value of total corrective distributions2021-12-31$27,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$2,504,515,675
Value of total assets at beginning of year2021-12-31$2,456,190,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,991,576
Total interest from all sources2021-12-31$30,913,955
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,580,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$13,899,949
Administrative expenses professional fees incurred2021-12-31$1,161,080
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$21,319,329
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$24,637,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,395,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,287,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$10,918,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$15,625,631
Other income not declared elsewhere2021-12-31$187,583
Administrative expenses (other) incurred2021-12-31$1,377,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$53,031,691
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,493,596,732
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,440,565,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$7,561,467
Assets. partnership/joint venture interests at beginning of year2021-12-31$11,504,342
Investment advisory and management fees2021-12-31$4,452,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$550,714,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$582,324,106
Interest earned on other investments2021-12-31$1,146,717
Income. Interest from US Government securities2021-12-31$811,439
Income. Interest from corporate debt instruments2021-12-31$28,955,799
Asset value of US Government securities at end of year2021-12-31$99,036,655
Asset value of US Government securities at beginning of year2021-12-31$86,084,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,796,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$48,001,682
Assets. Invements in employer securities at beginning of year2021-12-31$46,740,826
Income. Dividends from preferred stock2021-12-31$74,153
Income. Dividends from common stock2021-12-31$11,606,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$137,512,694
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$797,463,202
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$793,373,113
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$972,023,772
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$903,239,683
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$940,242,797
Aggregate carrying amount (costs) on sale of assets2021-12-31$902,333,532
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : HARLEY-DAVIDSON RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$228,504,737
Total unrealized appreciation/depreciation of assets2020-12-31$228,504,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,625,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,177,115
Total income from all sources (including contributions)2020-12-31$369,359,105
Total loss/gain on sale of assets2020-12-31$40,068,648
Total of all expenses incurred2020-12-31$143,605,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$136,894,975
Value of total corrective distributions2020-12-31$72,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$2,456,190,672
Value of total assets at beginning of year2020-12-31$2,221,988,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,638,215
Total interest from all sources2020-12-31$29,376,395
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$23,269,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,459,095
Administrative expenses professional fees incurred2020-12-31$599,902
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$24,637,012
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$19,934,612
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,287,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,526,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$15,625,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,177,115
Other income not declared elsewhere2020-12-31$366,663
Administrative expenses (other) incurred2020-12-31$5,456,777
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$225,753,238
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,440,565,041
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,214,811,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$11,504,342
Assets. partnership/joint venture interests at beginning of year2020-12-31$16,439,349
Investment advisory and management fees2020-12-31$581,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$582,324,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$551,379,047
Interest earned on other investments2020-12-31$730,013
Income. Interest from US Government securities2020-12-31$777,866
Income. Interest from corporate debt instruments2020-12-31$27,868,516
Asset value of US Government securities at end of year2020-12-31$86,084,332
Asset value of US Government securities at beginning of year2020-12-31$85,367,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$47,773,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$46,740,826
Assets. Invements in employer securities at beginning of year2020-12-31$47,364,886
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$11,810,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$136,894,975
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$793,373,113
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$679,240,647
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$903,239,683
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$813,736,559
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,572,853,234
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,532,784,586
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : HARLEY-DAVIDSON RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$260,534,236
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$260,534,236
Total unrealized appreciation/depreciation of assets2019-12-31$260,534,236
Total unrealized appreciation/depreciation of assets2019-12-31$260,534,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,177,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,177,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,948,553
Total income from all sources (including contributions)2019-12-31$468,325,618
Total loss/gain on sale of assets2019-12-31$63,668,764
Total loss/gain on sale of assets2019-12-31$63,668,764
Total of all expenses incurred2019-12-31$132,581,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$124,689,313
Value of total corrective distributions2019-12-31$134,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$2,221,988,918
Value of total assets at end of year2019-12-31$2,221,988,918
Value of total assets at beginning of year2019-12-31$1,889,016,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,757,173
Total interest from all sources2019-12-31$30,593,539
Total interest from all sources2019-12-31$30,593,539
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$32,040,380
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$32,040,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,171,095
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,171,095
Administrative expenses professional fees incurred2019-12-31$1,550,881
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$30,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$19,934,612
Assets. Other investments not covered elsewhere at end of year2019-12-31$19,934,612
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,759,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,759,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,526,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,526,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,942,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,942,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,177,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,177,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,948,553
Other income not declared elsewhere2019-12-31$552,494
Administrative expenses (other) incurred2019-12-31$5,635,215
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$335,744,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,214,811,803
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,214,811,803
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,879,067,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,879,067,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$16,439,349
Assets. partnership/joint venture interests at end of year2019-12-31$16,439,349
Assets. partnership/joint venture interests at beginning of year2019-12-31$16,425,508
Assets. partnership/joint venture interests at beginning of year2019-12-31$16,425,508
Investment advisory and management fees2019-12-31$571,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$551,379,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$551,379,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$509,675,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$509,675,611
Interest earned on other investments2019-12-31$973,322
Interest earned on other investments2019-12-31$973,322
Income. Interest from US Government securities2019-12-31$1,683,675
Income. Interest from US Government securities2019-12-31$1,683,675
Income. Interest from corporate debt instruments2019-12-31$27,936,542
Income. Interest from corporate debt instruments2019-12-31$27,936,542
Asset value of US Government securities at end of year2019-12-31$85,367,486
Asset value of US Government securities at end of year2019-12-31$85,367,486
Asset value of US Government securities at beginning of year2019-12-31$82,850,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$80,936,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$47,364,886
Assets. Invements in employer securities at end of year2019-12-31$47,364,886
Assets. Invements in employer securities at beginning of year2019-12-31$43,454,959
Assets. Invements in employer securities at beginning of year2019-12-31$43,454,959
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$14,869,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$124,689,313
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$679,240,647
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$679,240,647
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$510,893,649
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$813,736,559
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$813,736,559
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$706,014,415
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$706,014,415
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,592,136,138
Aggregate proceeds on sale of assets2019-12-31$2,592,136,138
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,528,467,374
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,528,467,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : HARLEY-DAVIDSON RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-157,194,475
Total unrealized appreciation/depreciation of assets2018-12-31$-157,194,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,948,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,231,313
Total income from all sources (including contributions)2018-12-31$-179,980,476
Total loss/gain on sale of assets2018-12-31$-3,473,012
Total of all expenses incurred2018-12-31$108,686,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$102,657,592
Value of total corrective distributions2018-12-31$193,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,889,016,030
Value of total assets at beginning of year2018-12-31$2,175,965,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,834,855
Total interest from all sources2018-12-31$26,931,817
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$31,759,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,344,866
Administrative expenses professional fees incurred2018-12-31$1,387,750
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,759,000
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$16,423,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,942,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,570,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,948,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,231,313
Other income not declared elsewhere2018-12-31$39,394
Administrative expenses (other) incurred2018-12-31$701,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-288,666,723
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,879,067,477
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,167,734,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$16,425,508
Assets. partnership/joint venture interests at beginning of year2018-12-31$14,320,083
Investment advisory and management fees2018-12-31$3,745,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$509,675,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$655,583,947
Interest earned on other investments2018-12-31$623,639
Income. Interest from US Government securities2018-12-31$1,398,095
Income. Interest from corporate debt instruments2018-12-31$24,910,083
Asset value of US Government securities at end of year2018-12-31$82,850,535
Asset value of US Government securities at beginning of year2018-12-31$74,193,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-78,044,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$43,454,959
Assets. Invements in employer securities at beginning of year2018-12-31$64,800,361
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$16,415,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$102,657,592
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$510,893,649
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$537,668,487
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$706,014,415
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$805,405,437
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,375,096,737
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,378,569,749
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : HARLEY-DAVIDSON RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$144,552,852
Total unrealized appreciation/depreciation of assets2017-12-31$144,552,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,231,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,553,798
Total income from all sources (including contributions)2017-12-31$326,688,596
Total loss/gain on sale of assets2017-12-31$25,780,497
Total of all expenses incurred2017-12-31$87,947,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$81,834,012
Value of total corrective distributions2017-12-31$76,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$2,175,965,513
Value of total assets at beginning of year2017-12-31$1,933,547,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,036,960
Total interest from all sources2017-12-31$27,256,813
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$32,581,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$18,142,257
Administrative expenses professional fees incurred2017-12-31$1,830,942
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$16,423,004
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$17,497,381
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,570,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,350,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,231,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,553,798
Other income not declared elsewhere2017-12-31$245,719
Administrative expenses (other) incurred2017-12-31$3,700,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$238,740,844
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,167,734,200
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,928,993,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$14,320,083
Assets. partnership/joint venture interests at beginning of year2017-12-31$22,049,534
Investment advisory and management fees2017-12-31$505,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$655,583,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$566,994,196
Interest earned on other investments2017-12-31$820,261
Income. Interest from US Government securities2017-12-31$1,763,118
Income. Interest from corporate debt instruments2017-12-31$24,673,434
Asset value of US Government securities at end of year2017-12-31$74,193,539
Asset value of US Government securities at beginning of year2017-12-31$81,590,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$96,271,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$64,800,361
Assets. Invements in employer securities at beginning of year2017-12-31$74,301,357
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$25,000,000
Income. Dividends from common stock2017-12-31$14,438,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$81,834,012
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$537,668,487
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$481,917,455
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$805,405,437
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$656,846,502
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,139,653,415
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,113,872,918
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : HARLEY-DAVIDSON RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$90,966,270
Total unrealized appreciation/depreciation of assets2016-12-31$90,966,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,553,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,278,486
Total income from all sources (including contributions)2016-12-31$220,294,753
Total loss/gain on sale of assets2016-12-31$23,155,333
Total of all expenses incurred2016-12-31$162,010,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$155,434,993
Value of total corrective distributions2016-12-31$18,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$25,000,000
Value of total assets at end of year2016-12-31$1,933,547,154
Value of total assets at beginning of year2016-12-31$1,874,987,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,556,455
Total interest from all sources2016-12-31$26,457,941
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,029,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$16,557,732
Administrative expenses professional fees incurred2016-12-31$1,142,007
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$17,497,381
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,696,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,350,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,224,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,553,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,278,486
Other income not declared elsewhere2016-12-31$483,159
Administrative expenses (other) incurred2016-12-31$4,331,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$58,284,700
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,928,993,356
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,870,708,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$22,049,534
Assets. partnership/joint venture interests at beginning of year2016-12-31$23,440,702
Investment advisory and management fees2016-12-31$1,082,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$566,994,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$516,143,208
Interest earned on other investments2016-12-31$726,422
Income. Interest from US Government securities2016-12-31$1,765,690
Income. Interest from corporate debt instruments2016-12-31$23,965,829
Asset value of US Government securities at end of year2016-12-31$81,590,448
Asset value of US Government securities at beginning of year2016-12-31$91,036,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$22,203,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$74,301,357
Assets. Invements in employer securities at beginning of year2016-12-31$57,808,341
Contributions received in cash from employer2016-12-31$25,000,000
Employer contributions (assets) at end of year2016-12-31$25,000,000
Employer contributions (assets) at beginning of year2016-12-31$25,000,000
Income. Dividends from common stock2016-12-31$15,471,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$155,434,993
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$481,917,455
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$446,506,936
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$656,846,502
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$691,130,079
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,701,724,324
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,678,568,991
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : HARLEY-DAVIDSON RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-94,751,453
Total unrealized appreciation/depreciation of assets2015-12-31$-94,751,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,278,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,778,423
Total income from all sources (including contributions)2015-12-31$-45,528,192
Total loss/gain on sale of assets2015-12-31$10,335,862
Total of all expenses incurred2015-12-31$80,242,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$72,669,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,000,000
Value of total assets at end of year2015-12-31$1,874,987,142
Value of total assets at beginning of year2015-12-31$2,002,258,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,573,457
Total interest from all sources2015-12-31$25,672,551
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,674,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$22,521,307
Administrative expenses professional fees incurred2015-12-31$1,188,046
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,696,225
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$15,427,798
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,224,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,572,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,278,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,778,423
Other income not declared elsewhere2015-12-31$214,115
Administrative expenses (other) incurred2015-12-31$2,012,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-125,770,988
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,870,708,656
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,996,479,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$23,440,702
Assets. partnership/joint venture interests at beginning of year2015-12-31$26,804,497
Investment advisory and management fees2015-12-31$4,373,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$516,143,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$594,520,424
Interest earned on other investments2015-12-31$682,886
Income. Interest from US Government securities2015-12-31$2,007,242
Income. Interest from corporate debt instruments2015-12-31$22,982,423
Asset value of US Government securities at end of year2015-12-31$91,036,908
Asset value of US Government securities at beginning of year2015-12-31$103,387,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,673,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$57,808,341
Assets. Invements in employer securities at beginning of year2015-12-31$83,942,449
Contributions received in cash from employer2015-12-31$25,000,000
Employer contributions (assets) at end of year2015-12-31$25,000,000
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$15,153,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$72,669,339
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$446,506,936
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$429,463,435
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$691,130,079
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$742,139,876
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,506,204,687
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,495,868,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : HARLEY-DAVIDSON RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$57,505,890
Total unrealized appreciation/depreciation of assets2014-12-31$57,505,890
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,778,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,094,736
Total income from all sources (including contributions)2014-12-31$150,348,492
Total loss/gain on sale of assets2014-12-31$4,143,441
Total of all expenses incurred2014-12-31$78,017,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$70,994,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$2,002,258,067
Value of total assets at beginning of year2014-12-31$1,929,243,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,022,555
Total interest from all sources2014-12-31$20,537,608
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,168,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,611,552
Administrative expenses professional fees incurred2014-12-31$953,021
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$15,427,798
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$11,145,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,572,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,805,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,778,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,094,736
Other income not declared elsewhere2014-12-31$175,516
Administrative expenses (other) incurred2014-12-31$552,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$72,331,131
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,996,479,644
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,924,148,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$26,804,497
Assets. partnership/joint venture interests at beginning of year2014-12-31$22,316,838
Investment advisory and management fees2014-12-31$5,517,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$594,520,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$811,089,220
Interest earned on other investments2014-12-31$843,487
Income. Interest from US Government securities2014-12-31$1,911,781
Income. Interest from corporate debt instruments2014-12-31$17,782,340
Asset value of US Government securities at end of year2014-12-31$103,387,054
Asset value of US Government securities at beginning of year2014-12-31$71,109,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$36,818,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$83,942,449
Assets. Invements in employer securities at beginning of year2014-12-31$88,183,510
Income. Dividends from common stock2014-12-31$12,556,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$70,994,806
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$429,463,435
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$260,821,946
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$742,139,876
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$659,771,103
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,140,278,609
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,136,135,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : HARLEY-DAVIDSON RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$99,199,763
Total unrealized appreciation/depreciation of assets2013-12-31$99,199,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,094,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,251,393
Total income from all sources (including contributions)2013-12-31$460,269,361
Total loss/gain on sale of assets2013-12-31$60,933,530
Total of all expenses incurred2013-12-31$78,277,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$71,042,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$175,000,000
Value of total assets at end of year2013-12-31$1,929,243,249
Value of total assets at beginning of year2013-12-31$1,546,408,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,235,331
Total interest from all sources2013-12-31$16,656,552
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$31,837,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$19,801,860
Administrative expenses professional fees incurred2013-12-31$1,154,578
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$11,022,770
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,499,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,805,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,947,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,094,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,251,393
Other income not declared elsewhere2013-12-31$130,126
Administrative expenses (other) incurred2013-12-31$1,008,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$381,991,393
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,924,148,513
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,542,157,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$22,316,838
Assets. partnership/joint venture interests at beginning of year2013-12-31$36,652,059
Investment advisory and management fees2013-12-31$5,071,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$811,089,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$517,635,778
Interest earned on other investments2013-12-31$913,537
Income. Interest from US Government securities2013-12-31$1,991,488
Income. Interest from corporate debt instruments2013-12-31$13,751,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$123,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$203,404
Asset value of US Government securities at end of year2013-12-31$71,109,277
Asset value of US Government securities at beginning of year2013-12-31$73,110,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$76,511,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$88,183,510
Assets. Invements in employer securities at beginning of year2013-12-31$62,189,497
Contributions received in cash from employer2013-12-31$175,000,000
Income. Dividends from common stock2013-12-31$12,035,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$71,042,637
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$260,821,946
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$216,232,192
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$659,771,103
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$627,938,174
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,055,825,347
Aggregate carrying amount (costs) on sale of assets2013-12-31$994,891,817
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : HARLEY-DAVIDSON RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,100,978
Total unrealized appreciation/depreciation of assets2012-12-31$6,100,978
Total transfer of assets to this plan2012-12-31$1,097,588,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,251,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$111,738,773
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$20,607,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,676,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$62,000,000
Value of total assets at end of year2012-12-31$1,546,408,513
Value of total assets at beginning of year2012-12-31$353,437,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,931,066
Total interest from all sources2012-12-31$35,031
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$379,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28
Administrative expenses professional fees incurred2012-12-31$532,453
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,499,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,947,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,251,393
Administrative expenses (other) incurred2012-12-31$127,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$91,131,261
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,542,157,120
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$353,437,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$36,652,059
Investment advisory and management fees2012-12-31$1,270,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$517,635,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,003
Interest earned on other investments2012-12-31$35,031
Value of interest in master investment trust accounts at beginning of year2012-12-31$328,959,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$203,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$665,576
Asset value of US Government securities at end of year2012-12-31$73,110,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$62,189,497
Assets. Invements in employer securities at beginning of year2012-12-31$23,809,741
Contributions received in cash from employer2012-12-31$62,000,000
Income. Dividends from common stock2012-12-31$379,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,676,446
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$216,232,192
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$627,938,174
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$618,867
Aggregate carrying amount (costs) on sale of assets2012-12-31$618,867
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : HARLEY-DAVIDSON RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,572,702
Total unrealized appreciation/depreciation of assets2011-12-31$2,572,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$41,051,637
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,653,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,093,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$35,910,000
Value of total assets at end of year2011-12-31$353,437,309
Value of total assets at beginning of year2011-12-31$328,039,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,560,393
Total interest from all sources2011-12-31$42,472
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$290,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$10
Administrative expenses professional fees incurred2011-12-31$425,408
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$368,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$25,398,210
Value of net assets at end of year (total assets less liabilities)2011-12-31$353,437,309
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$328,039,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$766,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$63,255
Interest earned on other investments2011-12-31$42,472
Value of interest in master investment trust accounts at end of year2011-12-31$328,959,989
Value of interest in master investment trust accounts at beginning of year2011-12-31$304,534,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$665,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$704,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$23,809,741
Assets. Invements in employer securities at beginning of year2011-12-31$21,237,039
Contributions received in cash from employer2011-12-31$35,910,000
Employer contributions (assets) at beginning of year2011-12-31$1,500,000
Income. Dividends from common stock2011-12-31$290,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,093,034
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$66,226
Aggregate carrying amount (costs) on sale of assets2011-12-31$66,226
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : HARLEY-DAVIDSON RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,800,829
Total unrealized appreciation/depreciation of assets2010-12-31$5,800,829
Total transfer of assets from this plan2010-12-31$524,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$45,147,063
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,981,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,535,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,500,000
Value of total assets at end of year2010-12-31$328,039,099
Value of total assets at beginning of year2010-12-31$297,398,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,446,549
Total interest from all sources2010-12-31$51,022
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$245,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7
Administrative expenses professional fees incurred2010-12-31$320,471
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$26,201
Administrative expenses (other) incurred2010-12-31$39,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$31,165,401
Value of net assets at end of year (total assets less liabilities)2010-12-31$328,039,099
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$297,398,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,086,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$63,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,000
Interest earned on other investments2010-12-31$51,022
Value of interest in master investment trust accounts at end of year2010-12-31$304,534,567
Value of interest in master investment trust accounts at beginning of year2010-12-31$281,048,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$704,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$912,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$21,237,039
Assets. Invements in employer securities at beginning of year2010-12-31$15,436,210
Contributions received in cash from employer2010-12-31$1,500,000
Employer contributions (assets) at end of year2010-12-31$1,500,000
Income. Dividends from common stock2010-12-31$245,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,535,113
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$269,296
Aggregate carrying amount (costs) on sale of assets2010-12-31$269,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : HARLEY-DAVIDSON RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HARLEY-DAVIDSON RETIREMENT PLAN

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

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-320
Policy instance 1
Insurance contract or identification numberGA-320
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-05-16
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-320
Policy instance 1
Insurance contract or identification numberGA-320
Number of Individuals Covered682
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-320
Policy instance 1
Insurance contract or identification numberGA-320
Number of Individuals Covered116
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-320
Policy instance 1
Insurance contract or identification numberGA-320
Number of Individuals Covered122
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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