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BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 401k Plan overview

Plan NameBRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN
Plan identification number 001

BRISTOL-MYERS SQUIBB PUERTO RICO, INC. 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRISTOL-MYERS SQUIBB PUERTO RICO has sponsored the creation of one or more 401k plans.

Company Name:BRISTOL-MYERS SQUIBB PUERTO RICO
Employer identification number (EIN):660256665
NAIC Classification:325410

Additional information about BRISTOL-MYERS SQUIBB PUERTO RICO

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0603820

More information about BRISTOL-MYERS SQUIBB PUERTO RICO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA S. GOLDEY
0012016-01-01LISA S. GOLDEY
0012015-01-01LISA S. GOLDEY LISA S. GOLDEY2016-10-13
0012014-01-01LISA S. GOLDEY LISA S. GOLDEY2015-10-14
0012013-01-01LISA S. GOLDEY LISA S. GOLDEY2014-10-10
0012012-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2013-10-11
0012011-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2012-10-10
0012010-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2011-10-13
0012009-01-01RICHARD C. LODATO RICHARD C. LODATO2010-10-14
0012009-01-01RICHARD LODATO RICHARD LODATO2010-10-15

Financial Data on BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

Measure Date Value
2023 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,741,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$291,260
Total income from all sources (including contributions)2023-12-31$3,723,729
Total of all expenses incurred2023-12-31$10,680,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,680,057
Value of total assets at end of year2023-12-31$156,449,090
Value of total assets at beginning of year2023-12-31$161,955,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$94,986,807
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$1,741,445
Liabilities. Value of operating payables at beginning of year2023-12-31$291,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-6,956,328
Value of net assets at end of year (total assets less liabilities)2023-12-31$154,707,645
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$161,663,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in master investment trust accounts at end of year2023-12-31$61,462,283
Value of interest in master investment trust accounts at beginning of year2023-12-31$161,955,233
Net investment gain or loss from common/collective trusts2023-12-31$3,723,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,680,057
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2023-12-31222027092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,741,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$291,260
Total income from all sources (including contributions)2023-01-01$3,723,729
Total of all expenses incurred2023-01-01$10,680,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$10,680,057
Value of total assets at end of year2023-01-01$156,449,090
Value of total assets at beginning of year2023-01-01$161,955,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$25,000,000
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$94,986,807
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Liabilities. Value of operating payables at end of year2023-01-01$1,741,445
Liabilities. Value of operating payables at beginning of year2023-01-01$291,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-6,956,328
Value of net assets at end of year (total assets less liabilities)2023-01-01$154,707,645
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$161,663,973
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
Value of interest in master investment trust accounts at end of year2023-01-01$61,462,283
Value of interest in master investment trust accounts at beginning of year2023-01-01$161,955,233
Net investment gain or loss from common/collective trusts2023-01-01$3,723,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
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$10,680,057
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 name2023-01-01WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2023-01-01222027092
2022 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$291,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$223,782
Total income from all sources (including contributions)2022-12-31$-50,953,511
Total of all expenses incurred2022-12-31$13,066,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,534,598
Value of total assets at end of year2022-12-31$161,955,233
Value of total assets at beginning of year2022-12-31$225,907,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,531,519
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
Liabilities. Value of operating payables at end of year2022-12-31$291,260
Liabilities. Value of operating payables at beginning of year2022-12-31$223,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-64,019,628
Value of net assets at end of year (total assets less liabilities)2022-12-31$161,663,973
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$225,683,601
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
Value of interest in master investment trust accounts at end of year2022-12-31$161,955,233
Value of interest in master investment trust accounts at beginning of year2022-12-31$225,907,383
Net investment gain or loss from common/collective trusts2022-12-31$-50,953,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,534,598
Contract administrator fees2022-12-31$1,531,519
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 name2022-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2022-12-31222027092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$291,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$223,782
Total income from all sources (including contributions)2022-01-01$-50,953,511
Total of all expenses incurred2022-01-01$13,066,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$11,534,598
Value of total assets at end of year2022-01-01$161,955,233
Value of total assets at beginning of year2022-01-01$225,907,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,531,519
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
Liabilities. Value of operating payables at end of year2022-01-01$291,260
Liabilities. Value of operating payables at beginning of year2022-01-01$223,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-64,019,628
Value of net assets at end of year (total assets less liabilities)2022-01-01$161,663,973
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$225,683,601
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
Value of interest in master investment trust accounts at end of year2022-01-01$161,955,233
Value of interest in master investment trust accounts at beginning of year2022-01-01$225,907,383
Net investment gain or loss from common/collective trusts2022-01-01$-50,953,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
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$11,534,598
Contract administrator fees2022-01-01$1,531,519
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 name2022-01-01WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2022-01-01222027092
2021 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$223,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$290,907
Total income from all sources (including contributions)2021-12-31$11,765,467
Total of all expenses incurred2021-12-31$13,721,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,721,958
Value of total assets at end of year2021-12-31$225,907,383
Value of total assets at beginning of year2021-12-31$227,930,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Liabilities. Value of operating payables at end of year2021-12-31$223,782
Liabilities. Value of operating payables at beginning of year2021-12-31$290,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,956,491
Value of net assets at end of year (total assets less liabilities)2021-12-31$225,683,601
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$227,640,092
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
Value of interest in master investment trust accounts at end of year2021-12-31$225,907,383
Value of interest in master investment trust accounts at beginning of year2021-12-31$227,930,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,721,958
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 name2021-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2021-12-31222027092
2020 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$290,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$320,155
Total income from all sources (including contributions)2020-12-31$27,449,156
Total of all expenses incurred2020-12-31$11,893,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,893,618
Value of total assets at end of year2020-12-31$227,930,999
Value of total assets at beginning of year2020-12-31$212,404,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Liabilities. Value of operating payables at end of year2020-12-31$290,907
Liabilities. Value of operating payables at beginning of year2020-12-31$320,155
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$15,555,538
Value of net assets at end of year (total assets less liabilities)2020-12-31$227,640,092
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$212,084,554
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
Value of interest in master investment trust accounts at end of year2020-12-31$227,930,999
Value of interest in master investment trust accounts at beginning of year2020-12-31$212,404,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,893,618
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2020-12-31222027092
2019 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$320,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$209,225
Total income from all sources (including contributions)2019-12-31$39,248,931
Total of all expenses incurred2019-12-31$10,197,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,197,236
Value of total assets at end of year2019-12-31$212,404,709
Value of total assets at beginning of year2019-12-31$183,242,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Liabilities. Value of operating payables at end of year2019-12-31$320,155
Liabilities. Value of operating payables at beginning of year2019-12-31$209,225
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$29,051,695
Value of net assets at end of year (total assets less liabilities)2019-12-31$212,084,554
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$183,032,859
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
Value of interest in master investment trust accounts at end of year2019-12-31$212,404,709
Value of interest in master investment trust accounts at beginning of year2019-12-31$183,242,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,197,236
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2019-12-31222027092
2018 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$209,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$224,562
Total income from all sources (including contributions)2018-12-31$-18,293,859
Total of all expenses incurred2018-12-31$11,061,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,061,755
Value of total assets at end of year2018-12-31$183,242,084
Value of total assets at beginning of year2018-12-31$212,613,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Liabilities. Value of operating payables at end of year2018-12-31$209,225
Liabilities. Value of operating payables at beginning of year2018-12-31$224,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-29,355,614
Value of net assets at end of year (total assets less liabilities)2018-12-31$183,032,859
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$212,388,473
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
Value of interest in master investment trust accounts at end of year2018-12-31$183,242,084
Value of interest in master investment trust accounts at beginning of year2018-12-31$212,613,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,061,755
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2018-12-31222027092
2017 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$224,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$542,603
Total income from all sources (including contributions)2017-12-31$32,247,556
Total of all expenses incurred2017-12-31$10,915,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,915,316
Value of total assets at end of year2017-12-31$212,613,035
Value of total assets at beginning of year2017-12-31$191,598,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$224,562
Liabilities. Value of operating payables at beginning of year2017-12-31$542,603
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$21,332,240
Value of net assets at end of year (total assets less liabilities)2017-12-31$212,388,473
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$191,056,233
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
Value of interest in master investment trust accounts at end of year2017-12-31$212,613,035
Value of interest in master investment trust accounts at beginning of year2017-12-31$191,598,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,915,316
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2017-12-31222027092
2016 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$542,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$185,413
Total income from all sources (including contributions)2016-12-31$15,725,924
Total of all expenses incurred2016-12-31$9,106,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,106,945
Value of total assets at end of year2016-12-31$191,598,836
Value of total assets at beginning of year2016-12-31$184,622,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$542,603
Liabilities. Value of operating payables at beginning of year2016-12-31$185,413
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$6,618,979
Value of net assets at end of year (total assets less liabilities)2016-12-31$191,056,233
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$184,437,254
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
Value of interest in master investment trust accounts at end of year2016-12-31$191,598,836
Value of interest in master investment trust accounts at beginning of year2016-12-31$184,622,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,106,945
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2016-12-31222027092
2015 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$185,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$242,349
Total income from all sources (including contributions)2015-12-31$-2,839,601
Total of all expenses incurred2015-12-31$12,176,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,176,916
Value of total assets at end of year2015-12-31$184,622,667
Value of total assets at beginning of year2015-12-31$199,696,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$185,413
Liabilities. Value of operating payables at beginning of year2015-12-31$242,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,016,517
Value of net assets at end of year (total assets less liabilities)2015-12-31$184,437,254
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$199,453,771
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
Value of interest in master investment trust accounts at end of year2015-12-31$184,622,667
Value of interest in master investment trust accounts at beginning of year2015-12-31$199,696,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,176,916
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2015-12-31222027092
2014 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$242,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$215,473
Total income from all sources (including contributions)2014-12-31$18,964,753
Total of all expenses incurred2014-12-31$15,866,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,866,958
Value of total assets at end of year2014-12-31$199,696,120
Value of total assets at beginning of year2014-12-31$196,571,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$242,349
Liabilities. Value of operating payables at beginning of year2014-12-31$215,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,097,795
Value of net assets at end of year (total assets less liabilities)2014-12-31$199,453,771
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$196,355,976
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
Value of interest in master investment trust accounts at end of year2014-12-31$199,696,120
Value of interest in master investment trust accounts at beginning of year2014-12-31$196,571,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,866,958
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2014-12-31222027092
2013 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$215,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$189,608
Total income from all sources (including contributions)2013-12-31$36,089,047
Total of all expenses incurred2013-12-31$22,905,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,905,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,000,000
Value of total assets at end of year2013-12-31$196,571,449
Value of total assets at beginning of year2013-12-31$183,362,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$215,473
Liabilities. Value of operating payables at beginning of year2013-12-31$189,608
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$13,183,191
Value of net assets at end of year (total assets less liabilities)2013-12-31$196,355,976
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$183,172,785
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
Value of interest in master investment trust accounts at end of year2013-12-31$196,571,449
Value of interest in master investment trust accounts at beginning of year2013-12-31$183,362,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,905,856
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2013-12-31222027092
2012 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$189,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$168,748
Total income from all sources (including contributions)2012-12-31$33,254,322
Total of all expenses incurred2012-12-31$11,980,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,980,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,000,000
Value of total assets at end of year2012-12-31$183,362,393
Value of total assets at beginning of year2012-12-31$162,067,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$189,608
Liabilities. Value of operating payables at beginning of year2012-12-31$168,748
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$21,274,122
Value of net assets at end of year (total assets less liabilities)2012-12-31$183,172,785
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$161,898,663
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
Value of interest in master investment trust accounts at end of year2012-12-31$183,362,393
Value of interest in master investment trust accounts at beginning of year2012-12-31$162,067,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,980,200
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2012-12-31222027092
2011 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$168,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$203,654
Total income from all sources (including contributions)2011-12-31$8,222,838
Total of all expenses incurred2011-12-31$12,738,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,738,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,665,000
Value of total assets at end of year2011-12-31$162,067,411
Value of total assets at beginning of year2011-12-31$166,618,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
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
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Liabilities. Value of operating payables at end of year2011-12-31$168,748
Liabilities. Value of operating payables at beginning of year2011-12-31$203,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,515,974
Value of net assets at end of year (total assets less liabilities)2011-12-31$161,898,663
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$166,414,637
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
Value of interest in master investment trust accounts at end of year2011-12-31$162,067,411
Value of interest in master investment trust accounts at beginning of year2011-12-31$150,283,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,665,000
Employer contributions (assets) at beginning of year2011-12-31$16,335,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,738,812
Did the plan have assets held for investment2011-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2011-12-31222027092
2010 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$203,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$147,454
Total income from all sources (including contributions)2010-12-31$31,801,223
Total of all expenses incurred2010-12-31$17,599,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,599,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,532,610
Value of total assets at end of year2010-12-31$150,283,291
Value of total assets at beginning of year2010-12-31$136,025,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
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
Liabilities. Value of operating payables at end of year2010-12-31$203,654
Liabilities. Value of operating payables at beginning of year2010-12-31$147,454
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$14,201,917
Value of net assets at end of year (total assets less liabilities)2010-12-31$150,079,637
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$135,877,720
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
Value of interest in master investment trust accounts at end of year2010-12-31$150,283,291
Value of interest in master investment trust accounts at beginning of year2010-12-31$132,557,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,532,610
Employer contributions (assets) at end of year2010-12-31$16,335,000
Employer contributions (assets) at beginning of year2010-12-31$3,467,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,599,306
Did the plan have assets held for investment2010-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2010-12-31222027092
2009 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. 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 BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

2023: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. 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 – TrustYes
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 number48159
Policy instance 1
Insurance contract or identification number48159
Number of Individuals Covered1564
Insurance policy start date2023-06-07
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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