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MCKESSON CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameMCKESSON CORPORATION RETIREMENT PLAN
Plan identification number 001

MCKESSON CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCKESSON CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MCKESSON CORPORATION
Employer identification number (EIN):943207296
NAIC Classification:424210
NAIC Description:Drugs and Druggists' Sundries Merchant Wholesalers

Additional information about MCKESSON CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1911426

More information about MCKESSON CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKESSON CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01NEISHA STRAMBLER-BUTLER2021-02-08
0012019-01-01NEISHA STRAMBLER-BUTLER2020-10-14
0012018-01-01KEVIN CLOSE2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JERRY WARREN
0012013-01-01JERRY WARREN
0012012-01-01JERRY WARREN
0012011-01-01JERRY WARREN JERRY WARREN2012-10-15
0012010-01-01JERRY WARREN
0012009-01-01JERRY WARREN JERRY WARREN2010-10-05

Plan Statistics for MCKESSON CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for MCKESSON CORPORATION RETIREMENT PLAN

Measure Date Value
2020: MCKESSON CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-010
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MCKESSON CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,598
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MCKESSON CORPORATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31339,113,000
Acturial value of plan assets2018-12-31323,990,548
Funding target for retired participants and beneficiaries receiving payment2018-12-31211,645,927
Number of terminated vested participants2018-12-311,727
Fundng target for terminated vested participants2018-12-3152,077,745
Active participant vested funding target2018-12-3112,674,739
Number of active participants2018-12-31590
Total funding liabilities for active participants2018-12-3113,153,865
Total participant count2018-12-317,805
Total funding target for all participants2018-12-31276,877,537
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3142,000,000
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3142,000,000
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-313,000,000
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3144,842,200
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,000,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-017,805
Total number of active participants reported on line 7a of the Form 55002018-01-01542
Number of retired or separated participants receiving benefits2018-01-014,575
Number of other retired or separated participants entitled to future benefits2018-01-011,635
Total of all active and inactive participants2018-01-016,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01846
Total participants2018-01-017,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MCKESSON CORPORATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31323,771,414
Acturial value of plan assets2017-12-31328,166,824
Funding target for retired participants and beneficiaries receiving payment2017-12-31206,904,796
Number of terminated vested participants2017-12-311,992
Fundng target for terminated vested participants2017-12-3161,572,492
Active participant vested funding target2017-12-3112,903,079
Number of active participants2017-12-31626
Total funding liabilities for active participants2017-12-3113,459,894
Total participant count2017-12-318,114
Total funding target for all participants2017-12-31281,937,182
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3156,675,735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3160,019,603
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3142,000,000
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3142,000,000
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,300,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018,114
Total number of active participants reported on line 7a of the Form 55002017-01-01590
Number of retired or separated participants receiving benefits2017-01-014,614
Number of other retired or separated participants entitled to future benefits2017-01-011,724
Total of all active and inactive participants2017-01-016,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01877
Total participants2017-01-017,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MCKESSON CORPORATION RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31265,068,058
Acturial value of plan assets2016-12-31278,253,995
Funding target for retired participants and beneficiaries receiving payment2016-12-31204,730,063
Number of terminated vested participants2016-12-312,109
Fundng target for terminated vested participants2016-12-3163,846,067
Active participant vested funding target2016-12-3115,373,501
Number of active participants2016-12-31740
Total funding liabilities for active participants2016-12-3115,983,490
Total participant count2016-12-318,411
Total funding target for all participants2016-12-31284,559,620
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3133,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3135,981
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3169,388,396
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3164,018,394
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,200,000
Net shortfall amortization installment of oustanding balance2016-12-316,305,625
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-317,342,659
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-317,342,659
Contributions allocatedtoward minimum required contributions for current year2016-12-3164,018,394
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-018,411
Total number of active participants reported on line 7a of the Form 55002016-01-01626
Number of retired or separated participants receiving benefits2016-01-014,603
Number of other retired or separated participants entitled to future benefits2016-01-011,989
Total of all active and inactive participants2016-01-017,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01896
Total participants2016-01-018,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MCKESSON CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,290
Total number of active participants reported on line 7a of the Form 55002015-01-01740
Number of retired or separated participants receiving benefits2015-01-014,602
Number of other retired or separated participants entitled to future benefits2015-01-012,109
Total of all active and inactive participants2015-01-017,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01960
Total participants2015-01-018,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MCKESSON CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,439
Total number of active participants reported on line 7a of the Form 55002014-01-01872
Number of retired or separated participants receiving benefits2014-01-014,609
Number of other retired or separated participants entitled to future benefits2014-01-012,859
Total of all active and inactive participants2014-01-018,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01950
Total participants2014-01-019,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MCKESSON CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,668
Total number of active participants reported on line 7a of the Form 55002013-01-01947
Number of retired or separated participants receiving benefits2013-01-014,537
Number of other retired or separated participants entitled to future benefits2013-01-013,029
Total of all active and inactive participants2013-01-018,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01926
Total participants2013-01-019,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MCKESSON CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110,190
Total number of active participants reported on line 7a of the Form 55002012-01-011,035
Number of retired or separated participants receiving benefits2012-01-014,523
Number of other retired or separated participants entitled to future benefits2012-01-013,199
Total of all active and inactive participants2012-01-018,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01911
Total participants2012-01-019,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MCKESSON CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,408
Total number of active participants reported on line 7a of the Form 55002011-01-011,116
Number of retired or separated participants receiving benefits2011-01-014,437
Number of other retired or separated participants entitled to future benefits2011-01-013,688
Total of all active and inactive participants2011-01-019,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01949
Total participants2011-01-0110,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MCKESSON CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110,642
Total number of active participants reported on line 7a of the Form 55002010-01-011,167
Number of retired or separated participants receiving benefits2010-01-014,446
Number of other retired or separated participants entitled to future benefits2010-01-013,863
Total of all active and inactive participants2010-01-019,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01932
Total participants2010-01-0110,408
Number of participants with account balances2010-01-010
2009: MCKESSON CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110,827
Total number of active participants reported on line 7a of the Form 55002009-01-011,236
Number of retired or separated participants receiving benefits2009-01-014,436
Number of other retired or separated participants entitled to future benefits2009-01-014,065
Total of all active and inactive participants2009-01-019,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01905
Total participants2009-01-0110,642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MCKESSON CORPORATION RETIREMENT PLAN

Measure Date Value
2020 : MCKESSON CORPORATION RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-05-29$51,000
Expenses. Total of all expenses incurred2020-05-29$9,709,000
Total plan assets at end of year2020-05-29$0
Total plan assets at beginning of year2020-05-29$9,658,000
Value of fidelity bond covering the plan2020-05-29$100,000,000
Expenses. Other expenses not covered elsewhere2020-05-29$9,709,000
Other income received2020-05-29$51,000
Net income (gross income less expenses)2020-05-29$-9,658,000
Net plan assets at end of year (total assets less liabilities)2020-05-29$0
Net plan assets at beginning of year (total assets less liabilities)2020-05-29$9,658,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-05-29$0
2019 : MCKESSON CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$850,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$850,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$717,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$717,000
Total income from all sources (including contributions)2019-12-31$37,146,000
Total income from all sources (including contributions)2019-12-31$37,146,000
Total loss/gain on sale of assets2019-12-31$29,034,000
Total loss/gain on sale of assets2019-12-31$29,034,000
Total of all expenses incurred2019-12-31$344,876,000
Total of all expenses incurred2019-12-31$344,876,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$341,368,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$341,368,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$10,508,000
Value of total assets at end of year2019-12-31$10,508,000
Value of total assets at beginning of year2019-12-31$318,105,000
Value of total assets at beginning of year2019-12-31$318,105,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,508,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,508,000
Total interest from all sources2019-12-31$7,933,000
Total interest from all sources2019-12-31$7,933,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$179,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$179,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$179,000
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$179,000
Administrative expenses professional fees incurred2019-12-31$2,304,000
Administrative expenses professional fees incurred2019-12-31$2,304,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000,000
Value of fidelity bond cover2019-12-31$100,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$27,697,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$27,697,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,570,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,570,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,106,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,106,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$850,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$850,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$708,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$708,000
Administrative expenses (other) incurred2019-12-31$618,000
Administrative expenses (other) incurred2019-12-31$618,000
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$9,000
Liabilities. Value of operating payables at beginning of year2019-12-31$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-307,730,000
Value of net income/loss2019-12-31$-307,730,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,658,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,658,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$317,388,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$317,388,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$586,000
Investment advisory and management fees2019-12-31$586,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,938,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,938,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,792,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,792,000
Interest earned on other investments2019-12-31$755,000
Interest earned on other investments2019-12-31$755,000
Income. Interest from US Government securities2019-12-31$239,000
Income. Interest from US Government securities2019-12-31$239,000
Income. Interest from corporate debt instruments2019-12-31$6,939,000
Income. Interest from corporate debt instruments2019-12-31$6,939,000
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$19,392,000
Asset value of US Government securities at beginning of year2019-12-31$19,392,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$341,368,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$341,368,000
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$48,980,000
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$48,980,000
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$212,138,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$212,138,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
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$441,114,000
Aggregate proceeds on sale of assets2019-12-31$441,114,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$412,080,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$412,080,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE AND TOUCHE
Accountancy firm name2019-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2019-12-31133891517
Accountancy firm EIN2019-12-31133891517
2018 : MCKESSON CORPORATION RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,570,000
Total unrealized appreciation/depreciation of assets2018-12-31$-2,570,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$717,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$751,000
Total income from all sources (including contributions)2018-12-31$5,167,000
Total loss/gain on sale of assets2018-12-31$-6,391,000
Total of all expenses incurred2018-12-31$26,892,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$24,236,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$318,105,000
Value of total assets at beginning of year2018-12-31$339,864,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,656,000
Total interest from all sources2018-12-31$7,532,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$282,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,120,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$27,697,000
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,337,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,106,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$379,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$708,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$735,000
Administrative expenses (other) incurred2018-12-31$562,000
Liabilities. Value of operating payables at end of year2018-12-31$9,000
Liabilities. Value of operating payables at beginning of year2018-12-31$16,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,725,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$317,388,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$339,113,000
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
Investment advisory and management fees2018-12-31$974,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,792,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,122,000
Interest earned on other investments2018-12-31$641,000
Income. Interest from US Government securities2018-12-31$2,059,000
Income. Interest from corporate debt instruments2018-12-31$4,832,000
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$219,853,000
Asset value of US Government securities at end of year2018-12-31$19,392,000
Asset value of US Government securities at beginning of year2018-12-31$38,059,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$79,000
Net investment gain or loss from common/collective trusts2018-12-31$6,235,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from preferred stock2018-12-31$31,000
Income. Dividends from common stock2018-12-31$251,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$24,236,000
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$48,980,000
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$212,138,000
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$28,183,000
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$19,931,000
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$837,584,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$843,975,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2018-12-31133891517
2017 : MCKESSON CORPORATION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,748,000
Total unrealized appreciation/depreciation of assets2017-12-31$4,748,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$751,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$459,000
Total income from all sources (including contributions)2017-12-31$40,498,000
Total loss/gain on sale of assets2017-12-31$996,000
Total of all expenses incurred2017-12-31$26,859,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$24,431,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$339,864,000
Value of total assets at beginning of year2017-12-31$325,933,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,428,000
Total interest from all sources2017-12-31$2,073,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$224,000
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$102,000
Administrative expenses professional fees incurred2017-12-31$919,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,337,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,446,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$379,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$344,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$735,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$452,000
Administrative expenses (other) incurred2017-12-31$560,000
Liabilities. Value of operating payables at end of year2017-12-31$16,000
Liabilities. Value of operating payables at beginning of year2017-12-31$7,000
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$4,334,000
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$13,639,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$339,113,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$325,474,000
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
Investment advisory and management fees2017-12-31$949,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,122,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,342,000
Interest earned on other investments2017-12-31$163,000
Income. Interest from US Government securities2017-12-31$684,000
Income. Interest from corporate debt instruments2017-12-31$1,226,000
Value of interest in common/collective trusts at end of year2017-12-31$219,853,000
Value of interest in common/collective trusts at beginning of year2017-12-31$176,636,000
Asset value of US Government securities at end of year2017-12-31$38,059,000
Asset value of US Government securities at beginning of year2017-12-31$18,413,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,244,000
Net investment gain or loss from common/collective trusts2017-12-31$25,213,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$65,347,000
Income. Dividends from common stock2017-12-31$122,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$24,431,000
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$310,000
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$28,183,000
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$36,493,000
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$19,931,000
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$15,268,000
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$43,162,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$42,166,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2017-12-31133891517
2016 : MCKESSON CORPORATION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,828,000
Total unrealized appreciation/depreciation of assets2016-12-31$1,828,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$459,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,249,000
Total income from all sources (including contributions)2016-12-31$88,562,000
Total loss/gain on sale of assets2016-12-31$876,000
Total of all expenses incurred2016-12-31$28,194,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,142,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$69,388,000
Value of total assets at end of year2016-12-31$325,933,000
Value of total assets at beginning of year2016-12-31$271,355,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,052,000
Total interest from all sources2016-12-31$2,074,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$166,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$776,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,446,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,612,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$344,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,392,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$452,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$670,000
Administrative expenses (other) incurred2016-12-31$2,474,000
Liabilities. Value of operating payables at end of year2016-12-31$7,000
Liabilities. Value of operating payables at beginning of year2016-12-31$5,579,000
Total non interest bearing cash at end of year2016-12-31$4,334,000
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$60,368,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$325,474,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$265,106,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$61,930,000
Investment advisory and management fees2016-12-31$802,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,342,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,464,000
Interest earned on other investments2016-12-31$192,000
Income. Interest from US Government securities2016-12-31$394,000
Income. Interest from corporate debt instruments2016-12-31$1,488,000
Value of interest in common/collective trusts at end of year2016-12-31$176,636,000
Value of interest in common/collective trusts at beginning of year2016-12-31$114,787,000
Asset value of US Government securities at end of year2016-12-31$18,413,000
Asset value of US Government securities at beginning of year2016-12-31$15,478,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,375,000
Net investment gain or loss from common/collective trusts2016-12-31$8,855,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$69,388,000
Employer contributions (assets) at end of year2016-12-31$65,347,000
Employer contributions (assets) at beginning of year2016-12-31$2,012,000
Income. Dividends from common stock2016-12-31$166,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,142,000
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$310,000
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$418,000
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$36,493,000
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$42,513,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$15,268,000
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$16,749,000
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$76,717,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$75,841,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2016-12-31133891517
2015 : MCKESSON CORPORATION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,782,000
Total unrealized appreciation/depreciation of assets2015-12-31$-1,782,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,249,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$750,000
Total income from all sources (including contributions)2015-12-31$6,047,000
Total loss/gain on sale of assets2015-12-31$2,513,000
Total of all expenses incurred2015-12-31$39,022,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,161,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,669,000
Value of total assets at end of year2015-12-31$271,355,000
Value of total assets at beginning of year2015-12-31$298,831,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,861,000
Total interest from all sources2015-12-31$2,337,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$929,000
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$785,000
Administrative expenses professional fees incurred2015-12-31$928,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,612,000
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,881,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$12,295,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,392,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$312,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$670,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$730,000
Administrative expenses (other) incurred2015-12-31$1,747,000
Liabilities. Value of operating payables at end of year2015-12-31$5,579,000
Liabilities. Value of operating payables at beginning of year2015-12-31$20,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-32,975,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$265,106,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$298,081,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$61,930,000
Assets. partnership/joint venture interests at beginning of year2015-12-31$58,008,000
Investment advisory and management fees2015-12-31$1,186,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,464,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,159,000
Interest earned on other investments2015-12-31$184,000
Income. Interest from US Government securities2015-12-31$453,000
Income. Interest from corporate debt instruments2015-12-31$1,700,000
Value of interest in common/collective trusts at end of year2015-12-31$114,787,000
Value of interest in common/collective trusts at beginning of year2015-12-31$149,114,000
Asset value of US Government securities at end of year2015-12-31$15,478,000
Asset value of US Government securities at beginning of year2015-12-31$12,840,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,449,000
Net investment gain or loss from common/collective trusts2015-12-31$2,830,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,669,000
Employer contributions (assets) at end of year2015-12-31$2,012,000
Employer contributions (assets) at beginning of year2015-12-31$925,000
Income. Dividends from common stock2015-12-31$144,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,866,000
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$418,000
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$430,000
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$42,513,000
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$49,553,000
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$16,749,000
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$18,609,000
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$121,620,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$119,107,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2015-12-31133891517
2014 : MCKESSON CORPORATION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-683,000
Total unrealized appreciation/depreciation of assets2014-12-31$-683,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$750,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,687,000
Total income from all sources (including contributions)2014-12-31$22,308,000
Total loss/gain on sale of assets2014-12-31$538,000
Total of all expenses incurred2014-12-31$27,485,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,395,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,905,000
Value of total assets at end of year2014-12-31$298,831,000
Value of total assets at beginning of year2014-12-31$304,945,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,090,000
Total interest from all sources2014-12-31$2,130,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$200,000
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$21,000
Administrative expenses professional fees incurred2014-12-31$490,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,881,000
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,561,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$312,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,073,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$730,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$705,000
Administrative expenses (other) incurred2014-12-31$1,303,000
Liabilities. Value of operating payables at end of year2014-12-31$20,000
Liabilities. Value of operating payables at beginning of year2014-12-31$982,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-5,177,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$298,081,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$303,258,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$58,008,000
Assets. partnership/joint venture interests at beginning of year2014-12-31$64,989,000
Investment advisory and management fees2014-12-31$1,297,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,159,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,223,000
Interest earned on other investments2014-12-31$145,000
Income. Interest from US Government securities2014-12-31$344,000
Income. Interest from corporate debt instruments2014-12-31$1,641,000
Value of interest in common/collective trusts at end of year2014-12-31$149,114,000
Value of interest in common/collective trusts at beginning of year2014-12-31$85,471,000
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$61,473,000
Asset value of US Government securities at end of year2014-12-31$12,840,000
Asset value of US Government securities at beginning of year2014-12-31$10,879,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,371,000
Net investment gain or loss from common/collective trusts2014-12-31$10,847,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,905,000
Employer contributions (assets) at end of year2014-12-31$925,000
Employer contributions (assets) at beginning of year2014-12-31$3,883,000
Income. Dividends from common stock2014-12-31$179,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,395,000
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$430,000
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$2,025,000
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$49,553,000
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$42,833,000
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$18,609,000
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$19,535,000
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$70,570,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$70,032,000
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 name2014-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2014-12-31133891517
2013 : MCKESSON CORPORATION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,007,000
Total unrealized appreciation/depreciation of assets2013-12-31$12,007,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,687,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,217,000
Total income from all sources (including contributions)2013-12-31$45,866,000
Total loss/gain on sale of assets2013-12-31$1,959,000
Total of all expenses incurred2013-12-31$27,640,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,635,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,368,000
Value of total assets at end of year2013-12-31$304,945,000
Value of total assets at beginning of year2013-12-31$287,249,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,005,000
Total interest from all sources2013-12-31$1,926,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$209,000
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$1,000
Administrative expenses professional fees incurred2013-12-31$1,277,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,561,000
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,262,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,073,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,384,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$705,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$940,000
Administrative expenses (other) incurred2013-12-31$532,000
Liabilities. Value of operating payables at end of year2013-12-31$982,000
Liabilities. Value of operating payables at beginning of year2013-12-31$1,277,000
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$18,226,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$303,258,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$285,032,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$64,989,000
Assets. partnership/joint venture interests at beginning of year2013-12-31$49,915,000
Investment advisory and management fees2013-12-31$1,196,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,223,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,642,000
Interest earned on other investments2013-12-31$201,000
Income. Interest from US Government securities2013-12-31$349,000
Income. Interest from corporate debt instruments2013-12-31$1,376,000
Value of interest in common/collective trusts at end of year2013-12-31$85,471,000
Value of interest in common/collective trusts at beginning of year2013-12-31$91,945,000
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$61,473,000
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$59,673,000
Asset value of US Government securities at end of year2013-12-31$10,879,000
Asset value of US Government securities at beginning of year2013-12-31$14,778,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-190,000
Net investment gain or loss from common/collective trusts2013-12-31$21,587,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,368,000
Employer contributions (assets) at end of year2013-12-31$3,883,000
Employer contributions (assets) at beginning of year2013-12-31$17,000
Income. Dividends from common stock2013-12-31$208,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,635,000
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$2,025,000
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$5,107,000
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$42,833,000
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$34,532,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$19,535,000
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$17,994,000
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$96,892,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$94,933,000
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 name2013-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2013-12-31133891517
2012 : MCKESSON CORPORATION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$9,181,000
Total unrealized appreciation/depreciation of assets2012-12-31$9,181,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,217,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,262,000
Total income from all sources (including contributions)2012-12-31$39,111,000
Total loss/gain on sale of assets2012-12-31$6,108,000
Total of all expenses incurred2012-12-31$29,866,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,804,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,189,000
Value of total assets at end of year2012-12-31$287,249,000
Value of total assets at beginning of year2012-12-31$288,049,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,062,000
Total interest from all sources2012-12-31$2,397,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$839,000
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$1,000
Administrative expenses professional fees incurred2012-12-31$968,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$43,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,262,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,718,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,384,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,584,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$940,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,029,000
Administrative expenses (other) incurred2012-12-31$1,401,000
Liabilities. Value of operating payables at end of year2012-12-31$1,277,000
Liabilities. Value of operating payables at beginning of year2012-12-31$11,233,000
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,000
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$9,245,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$285,032,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$275,787,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$49,915,000
Assets. partnership/joint venture interests at beginning of year2012-12-31$36,539,000
Investment advisory and management fees2012-12-31$1,693,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,642,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,529,000
Interest earned on other investments2012-12-31$154,000
Income. Interest from US Government securities2012-12-31$544,000
Income. Interest from corporate debt instruments2012-12-31$1,699,000
Value of interest in common/collective trusts at end of year2012-12-31$91,945,000
Value of interest in common/collective trusts at beginning of year2012-12-31$43,342,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$25,000
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$59,673,000
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$5,552,000
Asset value of US Government securities at end of year2012-12-31$14,778,000
Asset value of US Government securities at beginning of year2012-12-31$30,600,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,309,000
Net investment gain or loss from common/collective trusts2012-12-31$10,088,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,189,000
Employer contributions (assets) at end of year2012-12-31$17,000
Employer contributions (assets) at beginning of year2012-12-31$8,973,000
Income. Dividends from preferred stock2012-12-31$2,000
Income. Dividends from common stock2012-12-31$836,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,804,000
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$5,107,000
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$17,852,000
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$34,532,000
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$27,703,000
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$17,994,000
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$94,588,000
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$351,430,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$345,322,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2012-12-31133891517
2011 : MCKESSON CORPORATION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-5,720,000
Total unrealized appreciation/depreciation of assets2011-12-31$-5,720,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,262,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,374,000
Total income from all sources (including contributions)2011-12-31$9,518,000
Total loss/gain on sale of assets2011-12-31$675,000
Total of all expenses incurred2011-12-31$27,248,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,986,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,973,000
Value of total assets at end of year2011-12-31$288,049,000
Value of total assets at beginning of year2011-12-31$322,891,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,262,000
Total interest from all sources2011-12-31$3,172,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,499,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,142,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$43,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$129,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,718,000
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$48,045,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,584,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$13,295,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,029,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,007,000
Administrative expenses (other) incurred2011-12-31$558,000
Liabilities. Value of operating payables at end of year2011-12-31$11,233,000
Liabilities. Value of operating payables at beginning of year2011-12-31$28,367,000
Total non interest bearing cash at end of year2011-12-31$1,000
Total non interest bearing cash at beginning of year2011-12-31$26,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-17,730,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$275,787,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$293,517,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$36,539,000
Assets. partnership/joint venture interests at beginning of year2011-12-31$44,288,000
Investment advisory and management fees2011-12-31$1,562,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,529,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest earned on other investments2011-12-31$233,000
Income. Interest from US Government securities2011-12-31$905,000
Income. Interest from corporate debt instruments2011-12-31$2,028,000
Value of interest in common/collective trusts at end of year2011-12-31$43,342,000
Value of interest in common/collective trusts at beginning of year2011-12-31$36,722,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$25,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$23,748,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$23,748,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,000
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$5,552,000
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$30,600,000
Asset value of US Government securities at beginning of year2011-12-31$19,966,000
Net investment gain or loss from common/collective trusts2011-12-31$906,000
Net gain/loss from 103.12 investment entities2011-12-31$13,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,973,000
Employer contributions (assets) at end of year2011-12-31$8,973,000
Employer contributions (assets) at beginning of year2011-12-31$2,453,000
Income. Dividends from preferred stock2011-12-31$3,000
Income. Dividends from common stock2011-12-31$1,496,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,986,000
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$17,852,000
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$16,145,000
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$27,703,000
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$13,186,000
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$94,588,000
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$104,888,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$438,523,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$437,848,000
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 name2011-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2011-12-31133891517
2010 : MCKESSON CORPORATION RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,278,000
Total unrealized appreciation/depreciation of assets2010-12-31$4,278,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$29,374,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,895,000
Total income from all sources (including contributions)2010-12-31$36,884,000
Total loss/gain on sale of assets2010-12-31$19,654,000
Total of all expenses incurred2010-12-31$27,283,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,967,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,453,000
Value of total assets at end of year2010-12-31$322,891,000
Value of total assets at beginning of year2010-12-31$292,811,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,316,000
Total interest from all sources2010-12-31$3,497,000
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,813,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at beginning of year2010-12-31$15,385,000
Administrative expenses professional fees incurred2010-12-31$1,279,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$129,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$236,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$48,045,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$33,846,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$13,295,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$862,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,007,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$498,000
Administrative expenses (other) incurred2010-12-31$605,000
Liabilities. Value of operating payables at end of year2010-12-31$28,367,000
Liabilities. Value of operating payables at beginning of year2010-12-31$8,397,000
Total non interest bearing cash at end of year2010-12-31$26,000
Total non interest bearing cash at beginning of year2010-12-31$29,000
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$9,601,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$293,517,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$283,916,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$44,288,000
Assets. partnership/joint venture interests at beginning of year2010-12-31$43,927,000
Investment advisory and management fees2010-12-31$1,432,000
Income. Interest from loans (other than to participants)2010-12-31$196,000
Income. Interest from US Government securities2010-12-31$812,000
Income. Interest from corporate debt instruments2010-12-31$2,481,000
Value of interest in common/collective trusts at end of year2010-12-31$36,722,000
Value of interest in common/collective trusts at beginning of year2010-12-31$38,795,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$23,748,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,212,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,212,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,000
Asset value of US Government securities at end of year2010-12-31$19,966,000
Asset value of US Government securities at beginning of year2010-12-31$26,223,000
Net investment gain or loss from common/collective trusts2010-12-31$5,189,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,453,000
Employer contributions (assets) at end of year2010-12-31$2,453,000
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$1,813,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,967,000
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$16,145,000
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$19,164,000
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$13,186,000
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$14,717,000
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$104,888,000
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$92,415,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$504,334,000
Aggregate carrying amount (costs) on sale of assets2010-12-31$484,680,000
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 name2010-12-31DELOITTE & TOUCHE
Accountancy firm EIN2010-12-31133891517
2009 : MCKESSON CORPORATION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCKESSON CORPORATION RETIREMENT PLAN

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

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