?>
Logo

COSTCO 401K RETIREMENT PLAN 401k Plan overview

Plan NameCOSTCO 401K RETIREMENT PLAN
Plan identification number 002

COSTCO 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COSTCO WHOLESALE CORPORATION AND SUBSIDIARIES has sponsored the creation of one or more 401k plans.

Company Name:COSTCO WHOLESALE CORPORATION AND SUBSIDIARIES
Employer identification number (EIN):911223280
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Additional information about COSTCO WHOLESALE CORPORATION AND SUBSIDIARIES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1987-05-12
Company Identification Number: 601024674
Legal Registered Office Address: 999 LAKE DR

ISSAQUAH
United States of America (USA)
980278990

More information about COSTCO WHOLESALE CORPORATION AND SUBSIDIARIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COSTCO 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01JOE MOORE2021-07-27 JOE MOORE2021-07-27
0022019-01-01JOE MOORE2020-07-12 JOE MOORE2020-07-12
0022018-01-01MONICA D. SMITH MONICA D. SMITH2019-06-28
0022017-01-01MONICA D. SMITH MONICA D. SMITH2018-06-27
0022016-01-01MONICA D. SMITH MONICA D. SMITH2017-08-21
0022016-01-01 MONICA D. SMITH2017-06-23
0022015-01-01MONICA D. SMITH MONICA D. SMITH2016-06-14
0022014-01-01MONICA D. SMITH MONICA D. SMITH2015-06-26
0022013-01-01MONICA D SMITH MONICA D SMITH2014-07-14
0022012-01-01MONICA D. SMITH MONICA D. SMITH2013-07-17
0022011-01-01MONICA SMITH
0022010-01-01MONICA SMITH
0022009-01-01 MONICA SMITH2010-07-21
0022009-01-01MONICA SMITH

Plan Statistics for COSTCO 401K RETIREMENT PLAN

401k plan membership statisitcs for COSTCO 401K RETIREMENT PLAN

Measure Date Value
2022: COSTCO 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01220,751
Total number of active participants reported on line 7a of the Form 55002022-01-01193,739
Number of retired or separated participants receiving benefits2022-01-0113,236
Number of other retired or separated participants entitled to future benefits2022-01-0131,335
Total of all active and inactive participants2022-01-01238,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,045
Total participants2022-01-01239,355
Number of participants with account balances2022-01-01231,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115,935
2021: COSTCO 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01214,052
Total number of active participants reported on line 7a of the Form 55002021-01-01181,765
Number of retired or separated participants receiving benefits2021-01-01564
Number of other retired or separated participants entitled to future benefits2021-01-0137,580
Total of all active and inactive participants2021-01-01219,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01932
Total participants2021-01-01220,841
Number of participants with account balances2021-01-01214,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115,828
2020: COSTCO 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01184,379
Total number of active participants reported on line 7a of the Form 55002020-01-01176,206
Number of retired or separated participants receiving benefits2020-01-01417
Number of other retired or separated participants entitled to future benefits2020-01-0128,907
Total of all active and inactive participants2020-01-01205,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01788
Total participants2020-01-01206,318
Number of participants with account balances2020-01-01200,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019,461
2019: COSTCO 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01184,587
Total number of active participants reported on line 7a of the Form 55002019-01-01159,824
Number of retired or separated participants receiving benefits2019-01-01313
Number of other retired or separated participants entitled to future benefits2019-01-0123,239
Total of all active and inactive participants2019-01-01183,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01655
Total participants2019-01-01184,031
Number of participants with account balances2019-01-01179,978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110,600
2018: COSTCO 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01165,197
Total number of active participants reported on line 7a of the Form 55002018-01-01154,507
Number of retired or separated participants receiving benefits2018-01-01200
Number of other retired or separated participants entitled to future benefits2018-01-0119,145
Total of all active and inactive participants2018-01-01173,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01551
Total participants2018-01-01174,403
Number of participants with account balances2018-01-01167,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110,494
2017: COSTCO 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155,046
Total number of active participants reported on line 7a of the Form 55002017-01-01145,390
Number of retired or separated participants receiving benefits2017-01-01123
Number of other retired or separated participants entitled to future benefits2017-01-0119,173
Total of all active and inactive participants2017-01-01164,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01511
Total participants2017-01-01165,197
Number of participants with account balances2017-01-01158,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019,606
2016: COSTCO 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01156,037
Total number of active participants reported on line 7a of the Form 55002016-01-01138,304
Number of retired or separated participants receiving benefits2016-01-0167
Number of other retired or separated participants entitled to future benefits2016-01-0116,247
Total of all active and inactive participants2016-01-01154,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01428
Total participants2016-01-01155,046
Number of participants with account balances2016-01-01151,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018,929
2015: COSTCO 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01146,329
Total number of active participants reported on line 7a of the Form 55002015-01-01130,899
Number of retired or separated participants receiving benefits2015-01-0140
Number of other retired or separated participants entitled to future benefits2015-01-0115,486
Total of all active and inactive participants2015-01-01146,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01371
Total participants2015-01-01146,796
Number of participants with account balances2015-01-01143,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018,009
2014: COSTCO 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01136,236
Total number of active participants reported on line 7a of the Form 55002014-01-01124,143
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0112,647
Total of all active and inactive participants2014-01-01136,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01298
Total participants2014-01-01137,102
Number of participants with account balances2014-01-01134,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017,453
2013: COSTCO 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128,890
Total number of active participants reported on line 7a of the Form 55002013-01-01119,002
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019,145
Total of all active and inactive participants2013-01-01128,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01250
Total participants2013-01-01128,397
Number of participants with account balances2013-01-01125,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016,363
2012: COSTCO 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01121,208
Total number of active participants reported on line 7a of the Form 55002012-01-01113,186
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018,358
Total of all active and inactive participants2012-01-01121,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01221
Total participants2012-01-01121,765
Number of participants with account balances2012-01-01118,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016,149
2011: COSTCO 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01107,962
Total number of active participants reported on line 7a of the Form 55002011-01-01108,327
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016,637
Total of all active and inactive participants2011-01-01114,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01174
Total participants2011-01-01115,138
Number of participants with account balances2011-01-01112,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015,961
2010: COSTCO 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01108,744
Total number of active participants reported on line 7a of the Form 55002010-01-01104,041
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015,684
Total of all active and inactive participants2010-01-01109,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01167
Total participants2010-01-01109,892
Number of participants with account balances2010-01-01107,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015,639
2009: COSTCO 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0199,003
Total number of active participants reported on line 7a of the Form 55002009-01-01101,554
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019,162
Total of all active and inactive participants2009-01-01110,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0184
Total participants2009-01-01110,800
Number of participants with account balances2009-01-01108,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016,001

Financial Data on COSTCO 401K RETIREMENT PLAN

Measure Date Value
2022 : COSTCO 401K RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,735,272,863
Total unrealized appreciation/depreciation of assets2022-12-31$-2,735,272,863
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$0
Total income from all sources (including contributions)2022-12-31$-3,901,135,632
Total loss/gain on sale of assets2022-12-31$-131,945,304
Total of all expenses incurred2022-12-31$1,576,444,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,568,481,983
Expenses. Certain deemed distributions of participant loans2022-12-31$1,868,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,544,149,908
Value of total assets at end of year2022-12-31$25,912,962,472
Value of total assets at beginning of year2022-12-31$31,390,542,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,094,068
Total interest from all sources2022-12-31$23,892,185
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$152,166,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$91,389,933
Administrative expenses professional fees incurred2022-12-31$97,114
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$75,000,000
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
Contributions received from participants2022-12-31$934,729,649
Participant contributions at end of year2022-12-31$514,604,976
Participant contributions at beginning of year2022-12-31$472,585,431
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,376,737
Other income not declared elsewhere2022-12-31$-805,043,219
Administrative expenses (other) incurred2022-12-31$5,996,954
Total non interest bearing cash at end of year2022-12-31$1,066,115
Total non interest bearing cash at beginning of year2022-12-31$2,119,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,477,579,823
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,912,962,472
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,390,542,295
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$1,524,716,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,946,408,918
Interest on participant loans2022-12-31$23,892,185
Value of interest in common/collective trusts at end of year2022-12-31$9,715,021,386
Value of interest in common/collective trusts at beginning of year2022-12-31$7,798,370,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-442,913,168
Net investment gain or loss from common/collective trusts2022-12-31$-1,506,169,815
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
Assets. Invements in employer securities at end of year2022-12-31$11,486,680,225
Assets. Invements in employer securities at beginning of year2022-12-31$14,917,807,651
Contributions received in cash from employer2022-12-31$579,043,522
Employer contributions (assets) at end of year2022-12-31$499,819,799
Employer contributions (assets) at beginning of year2022-12-31$442,793,022
Income. Dividends from common stock2022-12-31$60,776,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,568,481,983
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,171,053,521
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,810,457,181
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
Aggregate proceeds on sale of assets2022-12-31$1,150,916,421
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,282,861,725
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : COSTCO 401K RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,992,800,088
Total unrealized appreciation/depreciation of assets2021-12-31$4,992,800,088
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$8,493,453,453
Total loss/gain on sale of assets2021-12-31$114,017,408
Total of all expenses incurred2021-12-31$1,296,116,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,292,127,108
Expenses. Certain deemed distributions of participant loans2021-12-31$-2,151,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,417,850,174
Value of total assets at end of year2021-12-31$31,390,542,295
Value of total assets at beginning of year2021-12-31$24,193,204,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,140,517
Total interest from all sources2021-12-31$26,350,750
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$223,598,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$162,018,410
Administrative expenses professional fees incurred2021-12-31$86,786
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$75,000,000
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
Contributions received from participants2021-12-31$863,771,480
Participant contributions at end of year2021-12-31$472,585,431
Participant contributions at beginning of year2021-12-31$469,415,390
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,385,927
Other income not declared elsewhere2021-12-31$509,922,808
Administrative expenses (other) incurred2021-12-31$5,873,731
Total non interest bearing cash at end of year2021-12-31$2,119,270
Total non interest bearing cash at beginning of year2021-12-31$1,769,794
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$7,197,337,328
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,390,542,295
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,193,204,967
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
Investment advisory and management fees2021-12-31$180,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,946,408,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,439,605,442
Interest on participant loans2021-12-31$26,350,750
Value of interest in common/collective trusts at end of year2021-12-31$7,798,370,822
Value of interest in common/collective trusts at beginning of year2021-12-31$6,250,834,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$217,005,015
Net investment gain or loss from common/collective trusts2021-12-31$991,908,864
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
Assets. Invements in employer securities at end of year2021-12-31$14,917,807,651
Assets. Invements in employer securities at beginning of year2021-12-31$10,260,420,811
Contributions received in cash from employer2021-12-31$518,692,767
Employer contributions (assets) at end of year2021-12-31$442,793,022
Employer contributions (assets) at beginning of year2021-12-31$417,147,361
Income. Dividends from common stock2021-12-31$61,579,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,292,127,108
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,810,457,181
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,354,012,052
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,043,330,079
Aggregate carrying amount (costs) on sale of assets2021-12-31$929,312,671
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : COSTCO 401K RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,151,935,051
Total unrealized appreciation/depreciation of assets2020-12-31$2,151,935,051
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$5,908,180,653
Total loss/gain on sale of assets2020-12-31$105,428,190
Total of all expenses incurred2020-12-31$2,243,033,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,236,560,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,264,130,139
Value of total assets at end of year2020-12-31$24,193,204,967
Value of total assets at beginning of year2020-12-31$20,528,057,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,472,733
Total interest from all sources2020-12-31$26,415,315
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$450,579,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$104,234,250
Administrative expenses professional fees incurred2020-12-31$74,803
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$75,000,000
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
Contributions received from participants2020-12-31$749,983,747
Participant contributions at end of year2020-12-31$469,415,390
Participant contributions at beginning of year2020-12-31$532,927,461
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,620,249
Other income not declared elsewhere2020-12-31$715,432,365
Administrative expenses (other) incurred2020-12-31$6,397,930
Total non interest bearing cash at end of year2020-12-31$1,769,794
Total non interest bearing cash at beginning of year2020-12-31$1,437,286
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$3,665,147,136
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,193,204,967
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,528,057,831
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$3,439,605,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,983,901,540
Interest on participant loans2020-12-31$26,415,315
Value of interest in common/collective trusts at end of year2020-12-31$6,250,834,117
Value of interest in common/collective trusts at beginning of year2020-12-31$5,368,076,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$213,894,661
Net investment gain or loss from common/collective trusts2020-12-31$980,365,241
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
Assets. Invements in employer securities at end of year2020-12-31$10,260,420,811
Assets. Invements in employer securities at beginning of year2020-12-31$8,450,170,541
Contributions received in cash from employer2020-12-31$489,526,143
Employer contributions (assets) at end of year2020-12-31$417,147,361
Employer contributions (assets) at beginning of year2020-12-31$376,072,409
Income. Dividends from common stock2020-12-31$346,345,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,236,560,784
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,354,012,052
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,815,471,751
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,271,185,428
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,165,757,238
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : COSTCO 401K RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,502,091,736
Total unrealized appreciation/depreciation of assets2019-12-31$2,502,091,736
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$5,857,038,465
Total loss/gain on sale of assets2019-12-31$132,857,385
Total of all expenses incurred2019-12-31$793,296,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$785,605,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,107,809,938
Value of total assets at end of year2019-12-31$20,528,057,831
Value of total assets at beginning of year2019-12-31$15,464,315,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,690,870
Total interest from all sources2019-12-31$31,406,787
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,559,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$93,276,326
Administrative expenses professional fees incurred2019-12-31$45,199
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$75,000,000
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
Contributions received from participants2019-12-31$642,022,374
Participant contributions at end of year2019-12-31$532,927,461
Participant contributions at beginning of year2019-12-31$514,934,884
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$28,786,874
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,707,447
Other income not declared elsewhere2019-12-31$710,758,033
Administrative expenses (other) incurred2019-12-31$7,645,671
Total non interest bearing cash at end of year2019-12-31$1,437,286
Total non interest bearing cash at beginning of year2019-12-31$1,281,720
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$5,063,742,110
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,528,057,831
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,464,315,721
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$2,983,901,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,540,503,644
Interest on participant loans2019-12-31$31,406,787
Value of interest in common/collective trusts at end of year2019-12-31$5,368,076,843
Value of interest in common/collective trusts at beginning of year2019-12-31$3,950,639,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$223,718,172
Net investment gain or loss from common/collective trusts2019-12-31$981,837,307
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$8,450,170,541
Assets. Invements in employer securities at beginning of year2019-12-31$5,964,992,292
Contributions received in cash from employer2019-12-31$442,080,117
Employer contributions (assets) at end of year2019-12-31$376,072,409
Employer contributions (assets) at beginning of year2019-12-31$345,718,755
Income. Dividends from common stock2019-12-31$73,282,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$785,605,485
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,815,471,751
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,117,458,404
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$618,710,264
Aggregate carrying amount (costs) on sale of assets2019-12-31$485,852,879
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : COSTCO 401K RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$476,569,972
Total unrealized appreciation/depreciation of assets2018-12-31$476,569,972
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$1,261,605,570
Total loss/gain on sale of assets2018-12-31$53,470,814
Total of all expenses incurred2018-12-31$606,130,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$592,277,193
Expenses. Certain deemed distributions of participant loans2018-12-31$7,741,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,045,264,258
Value of total assets at end of year2018-12-31$15,464,315,721
Value of total assets at beginning of year2018-12-31$14,808,840,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,111,201
Total interest from all sources2018-12-31$25,949,518
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$150,021,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$84,937,768
Administrative expenses professional fees incurred2018-12-31$58,858
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$75,000,000
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
Contributions received from participants2018-12-31$615,136,590
Participant contributions at end of year2018-12-31$514,934,884
Participant contributions at beginning of year2018-12-31$484,852,025
Participant contributions at end of year2018-12-31$28,786,874
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,556,533
Other income not declared elsewhere2018-12-31$-111,688,538
Administrative expenses (other) incurred2018-12-31$6,052,343
Total non interest bearing cash at end of year2018-12-31$1,281,720
Total non interest bearing cash at beginning of year2018-12-31$482,308
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$655,475,317
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,464,315,721
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,808,840,404
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$2,540,503,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,436,654,614
Interest on participant loans2018-12-31$25,949,518
Value of interest in common/collective trusts at end of year2018-12-31$3,950,639,148
Value of interest in common/collective trusts at beginning of year2018-12-31$3,857,434,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-102,960,853
Net investment gain or loss from common/collective trusts2018-12-31$-275,021,560
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
Assets. Invements in employer securities at end of year2018-12-31$5,964,992,292
Assets. Invements in employer securities at beginning of year2018-12-31$5,507,518,691
Contributions received in cash from employer2018-12-31$409,571,135
Employer contributions (assets) at end of year2018-12-31$345,718,755
Employer contributions (assets) at beginning of year2018-12-31$324,290,883
Income. Dividends from common stock2018-12-31$65,084,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$592,277,193
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,117,458,404
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,197,607,404
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$535,363,949
Aggregate carrying amount (costs) on sale of assets2018-12-31$481,893,135
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : COSTCO 401K RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$724,458,456
Total unrealized appreciation/depreciation of assets2017-12-31$724,458,456
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$3,218,764,097
Total loss/gain on sale of assets2017-12-31$29,218,943
Total of all expenses incurred2017-12-31$602,456,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$596,823,106
Value of total corrective distributions2017-12-31$45,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$920,740,405
Value of total assets at end of year2017-12-31$14,808,840,404
Value of total assets at beginning of year2017-12-31$12,192,532,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,587,451
Total interest from all sources2017-12-31$21,831,255
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$338,342,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$71,590,984
Administrative expenses professional fees incurred2017-12-31$56,910
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$75,000,000
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
Contributions received from participants2017-12-31$519,140,406
Participant contributions at end of year2017-12-31$484,852,025
Participant contributions at beginning of year2017-12-31$454,622,483
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,647,077
Other income not declared elsewhere2017-12-31$429,518,560
Administrative expenses (other) incurred2017-12-31$5,530,541
Total non interest bearing cash at end of year2017-12-31$482,308
Total non interest bearing cash at beginning of year2017-12-31$2,217,855
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$2,616,308,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,808,840,404
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,192,532,404
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$2,436,654,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,165,712,641
Interest on participant loans2017-12-31$21,831,255
Value of interest in common/collective trusts at end of year2017-12-31$3,857,434,479
Value of interest in common/collective trusts at beginning of year2017-12-31$2,920,635,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$135,248,975
Net investment gain or loss from common/collective trusts2017-12-31$619,405,208
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
Assets. Invements in employer securities at end of year2017-12-31$5,507,518,691
Assets. Invements in employer securities at beginning of year2017-12-31$4,606,548,930
Contributions received in cash from employer2017-12-31$384,952,922
Employer contributions (assets) at end of year2017-12-31$324,290,883
Employer contributions (assets) at beginning of year2017-12-31$300,230,044
Income. Dividends from common stock2017-12-31$266,751,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$596,823,106
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,197,607,404
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,742,564,939
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$539,680,697
Aggregate carrying amount (costs) on sale of assets2017-12-31$510,461,754
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : COSTCO 401K RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-23,310,752
Total unrealized appreciation/depreciation of assets2016-12-31$-23,310,752
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$0
Total income from all sources (including contributions)2016-12-31$1,286,767,480
Total loss/gain on sale of assets2016-12-31$-17,142,425
Total of all expenses incurred2016-12-31$423,131,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$417,215,115
Value of total corrective distributions2016-12-31$42,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$845,643,301
Value of total assets at end of year2016-12-31$12,192,532,404
Value of total assets at beginning of year2016-12-31$11,328,895,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,873,297
Total interest from all sources2016-12-31$20,682,501
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$112,252,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$61,443,978
Administrative expenses professional fees incurred2016-12-31$7,273
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$35,000,000
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
Contributions received from participants2016-12-31$476,324,092
Participant contributions at end of year2016-12-31$454,622,483
Participant contributions at beginning of year2016-12-31$432,584,590
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,609,888
Other income not declared elsewhere2016-12-31$110,871,222
Administrative expenses (other) incurred2016-12-31$5,866,024
Total non interest bearing cash at end of year2016-12-31$2,217,855
Total non interest bearing cash at beginning of year2016-12-31$5,824,840
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$863,636,435
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,192,532,404
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,328,895,969
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$2,165,712,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,954,820,578
Interest on participant loans2016-12-31$20,682,501
Value of interest in common/collective trusts at end of year2016-12-31$2,920,635,512
Value of interest in common/collective trusts at beginning of year2016-12-31$2,313,902,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$31,527,977
Net investment gain or loss from common/collective trusts2016-12-31$206,242,790
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
Assets. Invements in employer securities at end of year2016-12-31$4,606,548,930
Assets. Invements in employer securities at beginning of year2016-12-31$4,720,349,531
Contributions received in cash from employer2016-12-31$357,709,321
Employer contributions (assets) at end of year2016-12-31$300,230,044
Employer contributions (assets) at beginning of year2016-12-31$278,537,727
Income. Dividends from common stock2016-12-31$50,808,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$417,215,115
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,742,564,939
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,622,876,029
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$405,302,661
Aggregate carrying amount (costs) on sale of assets2016-12-31$422,445,086
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 name2016-12-31KPMG
Accountancy firm EIN2016-12-31135565207
2015 : COSTCO 401K RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$506,875,718
Total unrealized appreciation/depreciation of assets2015-12-31$506,875,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,587,801,651
Total loss/gain on sale of assets2015-12-31$22,084,841
Total of all expenses incurred2015-12-31$451,200,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$441,153,866
Expenses. Certain deemed distributions of participant loans2015-12-31$5,758,167
Value of total corrective distributions2015-12-31$23,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$783,073,585
Value of total assets at end of year2015-12-31$11,328,895,969
Value of total assets at beginning of year2015-12-31$10,192,294,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,264,561
Total interest from all sources2015-12-31$19,978,519
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$240,654,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$67,711,953
Administrative expenses professional fees incurred2015-12-31$49,290
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$35,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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
Contributions received from participants2015-12-31$437,769,634
Participant contributions at end of year2015-12-31$432,584,590
Participant contributions at beginning of year2015-12-31$419,431,969
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,420,951
Other income not declared elsewhere2015-12-31$64,934,967
Administrative expenses (other) incurred2015-12-31$4,215,271
Total non interest bearing cash at end of year2015-12-31$5,824,840
Total non interest bearing cash at beginning of year2015-12-31$1,455,228
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$1,136,601,651
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,328,895,969
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,192,294,318
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$1,954,820,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,377,234,410
Interest on participant loans2015-12-31$19,978,519
Value of interest in common/collective trusts at end of year2015-12-31$2,313,902,674
Value of interest in common/collective trusts at beginning of year2015-12-31$2,234,856,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,924,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,548,990
Net investment gain or loss from common/collective trusts2015-12-31$-250,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$4,720,349,531
Assets. Invements in employer securities at beginning of year2015-12-31$3,481,433,184
Contributions received in cash from employer2015-12-31$330,883,000
Employer contributions (assets) at end of year2015-12-31$278,537,727
Employer contributions (assets) at beginning of year2015-12-31$261,055,000
Income. Dividends from common stock2015-12-31$172,942,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$441,153,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,622,876,029
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$409,903,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$613,356,931
Aggregate carrying amount (costs) on sale of assets2015-12-31$591,272,090
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 name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : COSTCO 401K RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$570,986,524
Total unrealized appreciation/depreciation of assets2014-12-31$570,986,524
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,688,388,035
Total loss/gain on sale of assets2014-12-31$11,406,476
Total of all expenses incurred2014-12-31$309,856,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$309,856,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$716,938,000
Value of total assets at end of year2014-12-31$10,192,294,318
Value of total assets at beginning of year2014-12-31$8,813,762,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$19,914,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$197,345,000
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$168,022,515
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$35,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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
Contributions received from participants2014-12-31$404,604,000
Participant contributions at end of year2014-12-31$419,431,969
Participant contributions at beginning of year2014-12-31$390,619,794
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$12,963,000
Total non interest bearing cash at end of year2014-12-31$1,455,228
Total non interest bearing cash at beginning of year2014-12-31$1,014,720
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$1,378,532,035
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,192,294,318
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,813,762,283
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$3,377,234,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,045,925,164
Interest on participant loans2014-12-31$19,914,000
Value of interest in common/collective trusts at end of year2014-12-31$2,234,856,937
Value of interest in common/collective trusts at beginning of year2014-12-31$1,835,866,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,924,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$65,062,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$45,460,035
Net investment gain or loss from common/collective trusts2014-12-31$126,338,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$3,481,433,184
Assets. Invements in employer securities at beginning of year2014-12-31$2,853,871,769
Contributions received in cash from employer2014-12-31$312,334,000
Employer contributions (assets) at end of year2014-12-31$261,055,000
Employer contributions (assets) at beginning of year2014-12-31$243,393,000
Income. Dividends from common stock2014-12-31$29,322,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$309,856,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$409,903,000
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$365,046,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$393,543,708
Aggregate carrying amount (costs) on sale of assets2014-12-31$382,137,232
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 name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : COSTCO 401K RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$525,490,759
Total unrealized appreciation/depreciation of assets2013-12-31$525,490,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,906,866
Total income from all sources (including contributions)2013-12-31$2,018,034,724
Total loss/gain on sale of assets2013-12-31$41,533,241
Total of all expenses incurred2013-12-31$281,379,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$281,379,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$657,022,000
Value of total assets at end of year2013-12-31$8,813,762,283
Value of total assets at beginning of year2013-12-31$7,080,013,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$17,843,827
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$130,846,049
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$109,322,941
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Contributions received from participants2013-12-31$365,641,000
Participant contributions at end of year2013-12-31$390,619,794
Participant contributions at beginning of year2013-12-31$349,149,543
Participant contributions at end of year2013-12-31$12,963,000
Participant contributions at beginning of year2013-12-31$17,592,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,928,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,906,866
Total non interest bearing cash at end of year2013-12-31$1,014,720
Total non interest bearing cash at beginning of year2013-12-31$3,403,934
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$1,736,655,724
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,813,762,283
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,077,106,559
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$3,045,925,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,625,580,127
Interest on participant loans2013-12-31$17,471,000
Interest earned on other investments2013-12-31$372,827
Value of interest in common/collective trusts at end of year2013-12-31$1,835,866,394
Value of interest in common/collective trusts at beginning of year2013-12-31$1,309,295,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$65,062,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$484,509,000
Net investment gain or loss from common/collective trusts2013-12-31$160,789,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$2,853,871,769
Assets. Invements in employer securities at beginning of year2013-12-31$2,289,195,447
Contributions received in cash from employer2013-12-31$291,381,000
Employer contributions (assets) at end of year2013-12-31$243,393,000
Employer contributions (assets) at beginning of year2013-12-31$232,660,290
Income. Dividends from common stock2013-12-31$21,523,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$281,379,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$365,046,000
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$251,207,171
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$388,040,012
Aggregate carrying amount (costs) on sale of assets2013-12-31$346,506,771
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 name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : COSTCO 401K RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$281,205,391
Total unrealized appreciation/depreciation of assets2012-12-31$281,205,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,906,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,595,810,667
Total loss/gain on sale of assets2012-12-31$22,199,601
Total of all expenses incurred2012-12-31$316,657,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$312,202,200
Expenses. Certain deemed distributions of participant loans2012-12-31$4,451,386
Value of total corrective distributions2012-12-31$3,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$618,793,007
Value of total assets at end of year2012-12-31$7,080,013,425
Value of total assets at beginning of year2012-12-31$5,797,953,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$16,525,603
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$249,592,822
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$69,629,624
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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
Contributions received from participants2012-12-31$336,352,250
Participant contributions at end of year2012-12-31$349,149,543
Participant contributions at beginning of year2012-12-31$316,853,811
Participant contributions at end of year2012-12-31$17,592,710
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,340,296
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,928,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,906,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$3,403,934
Total non interest bearing cash at beginning of year2012-12-31$984,130
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$1,279,153,328
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,077,106,559
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,797,953,231
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$2,625,580,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,398,498,865
Interest on participant loans2012-12-31$16,525,603
Value of interest in common/collective trusts at end of year2012-12-31$1,309,295,737
Value of interest in common/collective trusts at beginning of year2012-12-31$1,229,607,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$308,513,340
Net investment gain or loss from common/collective trusts2012-12-31$98,980,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$2,289,195,447
Assets. Invements in employer securities at beginning of year2012-12-31$1,639,430,046
Contributions received in cash from employer2012-12-31$278,100,461
Employer contributions (assets) at end of year2012-12-31$232,660,290
Employer contributions (assets) at beginning of year2012-12-31$212,579,022
Income. Dividends from common stock2012-12-31$179,963,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$312,202,200
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$251,207,171
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
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$266,697,361
Aggregate carrying amount (costs) on sale of assets2012-12-31$244,497,760
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : COSTCO 401K RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$280,945,460
Total unrealized appreciation/depreciation of assets2011-12-31$280,945,460
Total income from all sources (including contributions)2011-12-31$771,881,526
Total of all expenses incurred2011-12-31$178,824,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$175,187,401
Expenses. Certain deemed distributions of participant loans2011-12-31$3,637,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$556,294,303
Value of total assets at end of year2011-12-31$5,797,953,231
Value of total assets at beginning of year2011-12-31$5,204,896,475
Total interest from all sources2011-12-31$48,368,020
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,878,035
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$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$300,033,965
Participant contributions at end of year2011-12-31$316,853,811
Participant contributions at beginning of year2011-12-31$273,803,172
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$984,130
Total non interest bearing cash at beginning of year2011-12-31$1,188,590
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$593,056,756
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,797,953,231
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,204,896,475
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,398,498,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,251,383,306
Interest on participant loans2011-12-31$15,641,256
Interest earned on other investments2011-12-31$32,726,764
Value of interest in common/collective trusts at end of year2011-12-31$1,229,607,357
Value of interest in common/collective trusts at beginning of year2011-12-31$1,096,345,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-131,604,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$1,639,430,046
Assets. Invements in employer securities at beginning of year2011-12-31$1,384,778,950
Contributions received in cash from employer2011-12-31$256,260,338
Employer contributions (assets) at end of year2011-12-31$212,579,022
Employer contributions (assets) at beginning of year2011-12-31$197,396,953
Income. Dividends from common stock2011-12-31$17,878,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$175,187,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : COSTCO 401K RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$309,154,944
Total unrealized appreciation/depreciation of assets2010-12-31$309,154,944
Total income from all sources (including contributions)2010-12-31$1,173,938,723
Total of all expenses incurred2010-12-31$138,671,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$138,671,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$512,059,360
Value of total assets at end of year2010-12-31$5,204,896,475
Value of total assets at beginning of year2010-12-31$4,169,629,091
Total interest from all sources2010-12-31$49,919,262
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,388,317
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$15,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$272,581,339
Participant contributions at end of year2010-12-31$273,803,172
Participant contributions at beginning of year2010-12-31$233,227,601
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$1,188,590
Total non interest bearing cash at beginning of year2010-12-31$866,870
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$1,035,267,384
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,204,896,475
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,169,629,091
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$2,251,383,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,700,017,056
Interest on participant loans2010-12-31$14,820,686
Interest earned on other investments2010-12-31$35,098,576
Value of interest in common/collective trusts at end of year2010-12-31$1,096,345,504
Value of interest in common/collective trusts at beginning of year2010-12-31$939,923,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$287,416,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$1,384,778,950
Assets. Invements in employer securities at beginning of year2010-12-31$1,115,339,448
Contributions received in cash from employer2010-12-31$239,478,021
Employer contributions (assets) at end of year2010-12-31$197,396,953
Employer contributions (assets) at beginning of year2010-12-31$180,254,943
Income. Dividends from common stock2010-12-31$15,388,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$138,671,339
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
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for COSTCO 401K RETIREMENT PLAN

2022: COSTCO 401K RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COSTCO 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COSTCO 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COSTCO 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COSTCO 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COSTCO 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COSTCO 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COSTCO 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COSTCO 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COSTCO 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COSTCO 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COSTCO 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COSTCO 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COSTCO 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34384002
Policy instance 1
Insurance contract or identification numberGA34384002
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 8-7756-1
Policy instance 6
Insurance contract or identification numberGA 8-7756-1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34384003
Policy instance 5
Insurance contract or identification numberGA34384003
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34384002
Policy instance 4
Insurance contract or identification numberGA34384002
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34384
Policy instance 3
Insurance contract or identification numberGA34384
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32902
Policy instance 2
Insurance contract or identification number32902
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32901
Policy instance 1
Insurance contract or identification number32901
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 8-7756-1
Policy instance 6
Insurance contract or identification numberGA 8-7756-1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34384003
Policy instance 5
Insurance contract or identification numberGA34384003
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34384002
Policy instance 4
Insurance contract or identification numberGA34384002
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34384
Policy instance 3
Insurance contract or identification numberGA34384
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32902
Policy instance 2
Insurance contract or identification number32902
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32901
Policy instance 1
Insurance contract or identification number32901
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3