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EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 401k Plan overview

Plan NameEQUIFAX INC. U.S. RETIREMENT INCOME PLAN
Plan identification number 001

EQUIFAX INC. U.S. RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).

401k Sponsoring company profile

EQUIFAX INC. has sponsored the creation of one or more 401k plans.

Company Name:EQUIFAX INC.
Employer identification number (EIN):580401110
NAIC Classification:522298
NAIC Description:All Other Nondepository Credit Intermediation

Additional information about EQUIFAX INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1914-01-13
Company Identification Number: 0000235906
Legal Registered Office Address: 1550 PEACHTREE ST NE # H46

ATLANTA
United States of America (USA)
30309

More information about EQUIFAX INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUIFAX INC. U.S. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01RON WALKER
0012023-01-01RON WALKER
0012022-01-01
0012022-01-01RON WALKER
0012021-01-01
0012021-01-01RON WALKER
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01KENT LINGERFELT
0012016-01-01KENT LINGERFELT
0012015-01-01KENT LINGERFELT
0012014-01-01KENT LINGERFELT
0012013-01-01KENT LINGERFELT
0012012-01-01KENT LINGERFELT
0012011-01-01KENT LINGERFELT
0012009-01-01JEAN HORSTMAN

Financial Data on EQUIFAX INC. U.S. RETIREMENT INCOME PLAN

Measure Date Value
2023 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$38,232,829
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$72,867,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$66,214,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$374,198,922
Value of total assets at beginning of year2023-01-01$408,833,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$6,653,089
Total interest from all sources2023-01-01$13,798,256
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Assets. Other investments not covered elsewhere at end of year2023-01-01$674,384
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$1,034,440
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$2,052,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$3,547,722
Administrative expenses (other) incurred2023-01-01$6,653,089
Total non interest bearing cash at end of year2023-01-01$47,933
Total non interest bearing cash at beginning of year2023-01-01$62,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-34,634,747
Value of net assets at end of year (total assets less liabilities)2023-01-01$374,198,922
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$408,833,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$19,140,889
Assets. partnership/joint venture interests at beginning of year2023-01-01$18,309,039
Income. Interest from corporate debt instruments2023-01-01$13,798,256
Value of interest in common/collective trusts at end of year2023-01-01$130,884,728
Value of interest in common/collective trusts at beginning of year2023-01-01$31,563,395
Asset value of US Government securities at end of year2023-01-01$82,567,737
Asset value of US Government securities at beginning of year2023-01-01$70,734,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$24,434,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$66,214,487
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$138,830,851
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$249,190,993
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$34,390,932
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SMITH & HOWARD, P.C.
Accountancy firm EIN2023-01-01581250486
2022 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-119,963,992
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$37,617,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$34,403,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$408,833,669
Value of total assets at beginning of year2022-12-31$566,415,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,213,939
Total interest from all sources2022-12-31$15,355,863
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,034,440
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$535,618
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,547,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,452,245
Administrative expenses (other) incurred2022-12-31$3,213,939
Total non interest bearing cash at end of year2022-12-31$62,687
Total non interest bearing cash at beginning of year2022-12-31$61,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-157,581,717
Value of net assets at end of year (total assets less liabilities)2022-12-31$408,833,669
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$566,415,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$18,309,039
Assets. partnership/joint venture interests at beginning of year2022-12-31$21,248,145
Income. Interest from corporate debt instruments2022-12-31$15,355,863
Value of interest in common/collective trusts at end of year2022-12-31$31,563,395
Value of interest in common/collective trusts at beginning of year2022-12-31$37,452,856
Asset value of US Government securities at end of year2022-12-31$70,734,461
Asset value of US Government securities at beginning of year2022-12-31$118,022,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-135,319,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$34,403,786
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$249,190,993
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$340,059,393
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$34,390,932
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$45,582,672
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2022-12-31581250486
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-119,963,992
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$37,617,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$34,403,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$408,833,669
Value of total assets at beginning of year2022-01-01$566,415,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$3,213,939
Total interest from all sources2022-01-01$15,355,863
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$25,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Assets. Other investments not covered elsewhere at end of year2022-01-01$1,034,440
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$535,618
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$3,547,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$3,452,245
Administrative expenses (other) incurred2022-01-01$3,213,939
Total non interest bearing cash at end of year2022-01-01$62,687
Total non interest bearing cash at beginning of year2022-01-01$61,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-157,581,717
Value of net assets at end of year (total assets less liabilities)2022-01-01$408,833,669
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$566,415,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$18,309,039
Assets. partnership/joint venture interests at beginning of year2022-01-01$21,248,145
Income. Interest from corporate debt instruments2022-01-01$15,355,863
Value of interest in common/collective trusts at end of year2022-01-01$31,563,395
Value of interest in common/collective trusts at beginning of year2022-01-01$37,452,856
Asset value of US Government securities at end of year2022-01-01$70,734,461
Asset value of US Government securities at beginning of year2022-01-01$118,022,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-135,319,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$34,403,786
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$249,190,993
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$340,059,393
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$34,390,932
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$45,582,672
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SMITH & HOWARD, P.C.
Accountancy firm EIN2022-01-01581250486
2021 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,297,840
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$37,016,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,539,273
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$566,415,386
Value of total assets at beginning of year2021-12-31$601,133,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,477,102
Total interest from all sources2021-12-31$15,833,366
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$11,562,069
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
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$535,618
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,103,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,452,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,185,506
Other income not declared elsewhere2021-12-31$-13,535,526
Administrative expenses (other) incurred2021-12-31$2,477,102
Total non interest bearing cash at end of year2021-12-31$61,579
Total non interest bearing cash at beginning of year2021-12-31$1,455,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-34,718,535
Value of net assets at end of year (total assets less liabilities)2021-12-31$566,415,386
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$601,133,921
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$21,248,145
Assets. partnership/joint venture interests at beginning of year2021-12-31$30,830,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,661,905
Income. Interest from corporate debt instruments2021-12-31$15,833,366
Value of interest in common/collective trusts at end of year2021-12-31$37,452,856
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$118,022,878
Asset value of US Government securities at beginning of year2021-12-31$158,923,145
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,539,273
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$340,059,393
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$320,058,880
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$45,582,672
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$39,353,050
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2021-12-31581250486
2020 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,139,719
Total unrealized appreciation/depreciation of assets2020-12-31$5,139,719
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$70,317,679
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$38,539,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$35,889,959
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$601,133,921
Value of total assets at beginning of year2020-12-31$569,356,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,649,901
Total interest from all sources2020-12-31$49,362,093
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$11,562,069
Assets. Real estate other than employer real property at beginning of year2020-12-31$14,050,422
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
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$1,103,161
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$795,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,185,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,493,694
Other income not declared elsewhere2020-12-31$15,815,867
Administrative expenses (other) incurred2020-12-31$2,649,901
Total non interest bearing cash at end of year2020-12-31$1,455,893
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$31,777,819
Value of net assets at end of year (total assets less liabilities)2020-12-31$601,133,921
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$569,356,102
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$30,830,312
Assets. partnership/joint venture interests at beginning of year2020-12-31$55,939,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,661,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$72,340,754
Income. Interest from corporate debt instruments2020-12-31$49,362,093
Asset value of US Government securities at end of year2020-12-31$158,923,145
Asset value of US Government securities at beginning of year2020-12-31$125,097,555
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$35,889,959
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$320,058,880
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$234,105,053
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$39,353,050
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$64,533,838
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2020-12-31581250486
2019 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$36,462,111
Total unrealized appreciation/depreciation of assets2019-12-31$36,462,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$106,394,326
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$39,815,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$35,672,285
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$569,356,102
Value of total assets at beginning of year2019-12-31$502,776,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,142,925
Total interest from all sources2019-12-31$28,208,507
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Real estate other than employer real property at end of year2019-12-31$14,050,422
Assets. Real estate other than employer real property at beginning of year2019-12-31$13,736,199
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
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$795,473
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$768,701
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,493,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,264,666
Administrative expenses (other) incurred2019-12-31$4,142,925
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$10,044
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$66,579,116
Value of net assets at end of year (total assets less liabilities)2019-12-31$569,356,102
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$502,776,986
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$55,939,313
Assets. partnership/joint venture interests at beginning of year2019-12-31$60,963,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$72,340,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$101,250,298
Income. Interest from corporate debt instruments2019-12-31$28,208,507
Asset value of US Government securities at end of year2019-12-31$125,097,555
Asset value of US Government securities at beginning of year2019-12-31$98,816,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$41,723,708
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$35,672,285
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$234,105,053
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$172,186,449
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$64,533,838
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$52,780,464
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2019-12-31581250486
2018 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-59,024,965
Total unrealized appreciation/depreciation of assets2018-12-31$-59,024,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-14,697,616
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$40,820,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,946,691
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$502,776,986
Value of total assets at beginning of year2018-12-31$558,295,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,873,874
Total interest from all sources2018-12-31$11,490,960
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$13,736,199
Assets. Real estate other than employer real property at beginning of year2018-12-31$13,346,466
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
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$768,701
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$765,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,264,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,968,154
Administrative expenses (other) incurred2018-12-31$3,873,874
Total non interest bearing cash at end of year2018-12-31$10,044
Total non interest bearing cash at beginning of year2018-12-31$707,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-55,518,181
Value of net assets at end of year (total assets less liabilities)2018-12-31$502,776,986
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$558,295,167
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$60,963,397
Assets. partnership/joint venture interests at beginning of year2018-12-31$67,199,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$101,250,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$143,047,431
Income. Interest from corporate debt instruments2018-12-31$11,490,960
Asset value of US Government securities at end of year2018-12-31$98,816,768
Asset value of US Government securities at beginning of year2018-12-31$19,200,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$32,836,389
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,946,691
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$172,186,449
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$173,575,535
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$52,780,464
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$108,484,354
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
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 name2018-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2018-12-31581250486
2017 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$45,688,870
Total unrealized appreciation/depreciation of assets2017-12-31$45,688,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$116,040,955
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$42,750,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,298,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,000,000
Value of total assets at end of year2017-12-31$558,295,167
Value of total assets at beginning of year2017-12-31$485,004,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,451,986
Total interest from all sources2017-12-31$10,397,705
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$13,346,466
Assets. Real estate other than employer real property at beginning of year2017-12-31$12,812,570
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
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$765,336
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$415,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,968,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,937,554
Administrative expenses (other) incurred2017-12-31$5,451,986
Total non interest bearing cash at end of year2017-12-31$707,986
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$73,290,343
Value of net assets at end of year (total assets less liabilities)2017-12-31$558,295,167
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$485,004,824
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$67,199,451
Assets. partnership/joint venture interests at beginning of year2017-12-31$76,544,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$143,047,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$133,862,604
Income. Interest from corporate debt instruments2017-12-31$10,397,705
Asset value of US Government securities at end of year2017-12-31$19,200,454
Asset value of US Government securities at beginning of year2017-12-31$19,411,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$29,954,380
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
Contributions received in cash from employer2017-12-31$30,000,000
Employer contributions (assets) at end of year2017-12-31$30,000,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,298,626
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$173,575,535
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$149,897,112
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$108,484,354
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$90,122,919
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2017-12-31581250486
2016 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,209,760
Total unrealized appreciation/depreciation of assets2016-12-31$-1,209,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$973,997
Total income from all sources (including contributions)2016-12-31$34,983,415
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$42,678,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,333,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$485,004,824
Value of total assets at beginning of year2016-12-31$493,673,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,344,526
Total interest from all sources2016-12-31$9,589,904
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$12,812,570
Assets. Real estate other than employer real property at beginning of year2016-12-31$12,468,734
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
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$415,895
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$476,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,937,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,578,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$973,997
Administrative expenses (other) incurred2016-12-31$5,344,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-7,694,760
Value of net assets at end of year (total assets less liabilities)2016-12-31$485,004,824
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$492,699,584
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$76,544,973
Assets. partnership/joint venture interests at beginning of year2016-12-31$106,576,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$133,862,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$133,126,709
Income. Interest from corporate debt instruments2016-12-31$9,589,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$19,411,197
Asset value of US Government securities at beginning of year2016-12-31$5,944,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$26,603,271
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$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,333,649
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$149,897,112
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$137,399,755
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$90,122,919
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$84,102,501
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2016-12-31581250486
2015 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-26,350,963
Total unrealized appreciation/depreciation of assets2015-12-31$-26,350,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$973,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,135,491
Total income from all sources (including contributions)2015-12-31$-2,187,878
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$41,712,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$36,565,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$493,673,581
Value of total assets at beginning of year2015-12-31$538,735,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,147,340
Total interest from all sources2015-12-31$8,841,861
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$5,147,340
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
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$476,519
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$74,390,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,578,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,010,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$973,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,135,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-43,900,422
Value of net assets at end of year (total assets less liabilities)2015-12-31$492,699,584
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$536,600,006
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$106,576,341
Assets. partnership/joint venture interests at beginning of year2015-12-31$42,921,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$50,751,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$90,397,212
Value of interest in pooled separate accounts at end of year2015-12-31$12,468,734
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,284,682
Income. Interest from corporate debt instruments2015-12-31$8,841,861
Value of interest in common/collective trusts at end of year2015-12-31$82,374,814
Value of interest in common/collective trusts at beginning of year2015-12-31$95,622,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$5,944,423
Asset value of US Government securities at beginning of year2015-12-31$9,453,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$15,321,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$36,565,204
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$137,399,755
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$134,450,300
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$84,102,501
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$77,204,324
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
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 name2015-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2015-12-31581250486
2014 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$26,153,185
Total unrealized appreciation/depreciation of assets2014-12-31$26,153,185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,135,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,382,035
Total income from all sources (including contributions)2014-12-31$43,010,528
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$38,113,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,250,364
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$538,735,497
Value of total assets at beginning of year2014-12-31$533,085,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,863,143
Total interest from all sources2014-12-31$7,209,473
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,635,380
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$2,630,190
Administrative expenses professional fees incurred2014-12-31$3,863,143
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$74,390,855
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$84,487,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,010,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,600,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,135,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,382,035
Other income not declared elsewhere2014-12-31$-728,644
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$4,897,021
Value of net assets at end of year (total assets less liabilities)2014-12-31$536,600,006
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$531,702,985
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$42,921,541
Assets. partnership/joint venture interests at beginning of year2014-12-31$43,459,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$90,397,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$115,108,145
Value of interest in pooled separate accounts at end of year2014-12-31$11,284,682
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,442,720
Interest earned on other investments2014-12-31$2,009,173
Income. Interest from US Government securities2014-12-31$69,433
Income. Interest from corporate debt instruments2014-12-31$5,131,147
Value of interest in common/collective trusts at end of year2014-12-31$95,622,576
Value of interest in common/collective trusts at beginning of year2014-12-31$101,058,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$217,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$217,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-280
Asset value of US Government securities at end of year2014-12-31$9,453,512
Asset value of US Government securities at beginning of year2014-12-31$2,634,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$196,334
Net investment gain/loss from pooled separate accounts2014-12-31$1,290,138
Net investment gain or loss from common/collective trusts2014-12-31$5,254,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$1,005,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,250,364
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$134,450,300
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$98,897,255
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$77,204,324
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$71,179,295
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2014-12-31581250486
2013 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$27,619,011
Total unrealized appreciation/depreciation of assets2013-12-31$27,619,011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,382,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,799,473
Total income from all sources (including contributions)2013-12-31$58,576,833
Total loss/gain on sale of assets2013-12-31$3,950,210
Total of all expenses incurred2013-12-31$40,731,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$36,336,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$533,085,020
Value of total assets at beginning of year2013-12-31$529,656,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,394,733
Total interest from all sources2013-12-31$7,411,770
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,846,756
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$2,086,806
Administrative expenses professional fees incurred2013-12-31$4,394,733
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$84,487,294
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$91,687,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,600,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$17,639,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,382,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,799,473
Other income not declared elsewhere2013-12-31$2,317,076
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$17,845,809
Value of net assets at end of year (total assets less liabilities)2013-12-31$531,702,985
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$513,857,176
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$43,459,793
Assets. partnership/joint venture interests at beginning of year2013-12-31$39,330,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$115,108,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$134,836,676
Value of interest in pooled separate accounts at end of year2013-12-31$10,442,720
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,726,843
Interest earned on other investments2013-12-31$1,973,791
Income. Interest from US Government securities2013-12-31$44,105
Income. Interest from corporate debt instruments2013-12-31$5,418,659
Value of interest in common/collective trusts at end of year2013-12-31$101,058,152
Value of interest in common/collective trusts at beginning of year2013-12-31$59,420,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$217,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,807,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,807,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-24,785
Asset value of US Government securities at end of year2013-12-31$2,634,194
Asset value of US Government securities at beginning of year2013-12-31$3,656,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,753,126
Net investment gain or loss from common/collective trusts2013-12-31$678,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$759,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$36,336,291
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$98,897,255
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$112,405,342
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$71,179,295
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$52,145,334
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$207,520,281
Aggregate carrying amount (costs) on sale of assets2013-12-31$203,570,071
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 name2013-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2013-12-31581250486
2012 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$19,408,525
Total unrealized appreciation/depreciation of assets2012-12-31$19,408,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,799,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$160,584
Total income from all sources (including contributions)2012-12-31$59,133,186
Total loss/gain on sale of assets2012-12-31$10,418,289
Total of all expenses incurred2012-12-31$100,368,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$96,694,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$529,656,649
Value of total assets at beginning of year2012-12-31$555,252,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,673,590
Total interest from all sources2012-12-31$5,678,193
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,051,395
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$2,335,946
Administrative expenses professional fees incurred2012-12-31$3,673,590
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$91,687,414
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$91,372,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$17,639,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,328,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,799,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$160,584
Other income not declared elsewhere2012-12-31$-780,327
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$-41,235,187
Value of net assets at end of year (total assets less liabilities)2012-12-31$513,857,176
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$555,092,363
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$39,330,863
Assets. partnership/joint venture interests at beginning of year2012-12-31$35,296,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$134,836,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$95,480,167
Value of interest in pooled separate accounts at end of year2012-12-31$9,726,843
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,116,198
Interest earned on other investments2012-12-31$1,081
Income. Interest from US Government securities2012-12-31$110,953
Income. Interest from corporate debt instruments2012-12-31$5,565,925
Value of interest in common/collective trusts at end of year2012-12-31$59,420,995
Value of interest in common/collective trusts at beginning of year2012-12-31$196,276,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,807,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$28,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$28,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$234
Asset value of US Government securities at end of year2012-12-31$3,656,204
Asset value of US Government securities at beginning of year2012-12-31$2,764,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,881,383
Net investment gain/loss from pooled separate accounts2012-12-31$974,201
Net investment gain or loss from common/collective trusts2012-12-31$9,501,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$871
Income. Dividends from common stock2012-12-31$714,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$96,694,783
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$112,405,342
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$93,595,094
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$52,145,334
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$29,994,338
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$252,916,394
Aggregate carrying amount (costs) on sale of assets2012-12-31$242,498,105
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2012-12-31581250486
2011 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-14,126,879
Total unrealized appreciation/depreciation of assets2011-12-31$-14,126,879
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$160,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$220,347
Total income from all sources (including contributions)2011-12-31$48,379,747
Total loss/gain on sale of assets2011-12-31$20,627,208
Total of all expenses incurred2011-12-31$37,376,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$33,859,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$34,000,000
Value of total assets at end of year2011-12-31$555,252,947
Value of total assets at beginning of year2011-12-31$544,309,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,517,232
Total interest from all sources2011-12-31$4,946,630
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$721,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,517,232
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$91,372,827
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$89,814,152
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,328,462
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,440,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$160,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$220,347
Other income not declared elsewhere2011-12-31$279,285
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$11,003,114
Value of net assets at end of year (total assets less liabilities)2011-12-31$555,092,363
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$544,089,249
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
Assets. partnership/joint venture interests at end of year2011-12-31$35,296,603
Assets. partnership/joint venture interests at beginning of year2011-12-31$32,933,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$95,480,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$122,450,220
Value of interest in pooled separate accounts at end of year2011-12-31$9,116,198
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,275,367
Interest earned on other investments2011-12-31$-100
Income. Interest from US Government securities2011-12-31$71,362
Income. Interest from corporate debt instruments2011-12-31$4,875,368
Value of interest in common/collective trusts at end of year2011-12-31$196,276,583
Value of interest in common/collective trusts at beginning of year2011-12-31$152,580,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$28,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,816,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,816,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$2,764,256
Asset value of US Government securities at beginning of year2011-12-31$2,474,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,925,254
Net investment gain or loss from common/collective trusts2011-12-31$7,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$0
Assets. Invements in employer securities at beginning of year2011-12-31$13,690,514
Contributions received in cash from employer2011-12-31$34,000,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$6,000,000
Income. Dividends from common stock2011-12-31$721,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,859,401
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$93,595,094
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$83,738,486
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$29,994,338
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$29,093,562
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$20,627,208
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2011-12-31581250486
2010 : EQUIFAX INC. U.S. RETIREMENT INCOME PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-6,514,549
Total unrealized appreciation/depreciation of assets2010-12-31$-6,514,549
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$220,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,044
Total income from all sources (including contributions)2010-12-31$88,640,012
Total loss/gain on sale of assets2010-12-31$21,102,272
Total of all expenses incurred2010-12-31$36,602,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$33,750,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$41,000,000
Value of total assets at end of year2010-12-31$544,309,596
Value of total assets at beginning of year2010-12-31$492,076,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,851,686
Total interest from all sources2010-12-31$4,587,821
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$138,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,851,686
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$89,814,152
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$61,627,333
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,440,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,303,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$220,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$25,044
Other income not declared elsewhere2010-12-31$6,561
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$52,037,386
Value of net assets at end of year (total assets less liabilities)2010-12-31$544,089,249
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$492,051,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$32,933,895
Assets. partnership/joint venture interests at beginning of year2010-12-31$25,915,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$122,450,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$163,591,969
Value of interest in pooled separate accounts at end of year2010-12-31$8,275,367
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,798,306
Interest earned on other investments2010-12-31$492,098
Income. Interest from US Government securities2010-12-31$100,796
Income. Interest from corporate debt instruments2010-12-31$3,979,830
Value of interest in common/collective trusts at end of year2010-12-31$152,580,915
Value of interest in common/collective trusts at beginning of year2010-12-31$72,379,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,816,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,395,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,395,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$15,097
Asset value of US Government securities at end of year2010-12-31$2,474,835
Asset value of US Government securities at beginning of year2010-12-31$5,847,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,229,038
Net investment gain/loss from pooled separate accounts2010-12-31$692,320
Net investment gain or loss from common/collective trusts2010-12-31$12,397,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$13,690,514
Assets. Invements in employer securities at beginning of year2010-12-31$15,307,169
Contributions received in cash from employer2010-12-31$41,000,000
Employer contributions (assets) at end of year2010-12-31$6,000,000
Employer contributions (assets) at beginning of year2010-12-31$15,000,000
Income. Dividends from common stock2010-12-31$138,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$33,750,940
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$83,738,486
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$65,962,788
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$29,093,562
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$41,947,211
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$319,002,245
Aggregate carrying amount (costs) on sale of assets2010-12-31$297,899,973
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 name2010-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2010-12-31581250486
2009 : EQUIFAX INC. U.S. RETIREMENT INCOME 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 EQUIFAX INC. U.S. RETIREMENT INCOME PLAN

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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number993632
Policy instance 1

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