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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 155

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.
  • 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

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
1552013-01-01LISA S. GOLDEY LISA S. GOLDEY2014-10-10

Plan Statistics for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

Measure Date Value
2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,046
Total number of active participants reported on line 7a of the Form 55002013-01-01522
Number of retired or separated participants receiving benefits2013-01-01392
Number of other retired or separated participants entitled to future benefits2013-01-011,655
Total of all active and inactive participants2013-01-012,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0160
Total participants2013-01-012,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011

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

Measure Date Value
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

Form 5500 Responses for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN

2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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