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KONICA MINOLTA 401(K) PLAN 401k Plan overview

Plan NameKONICA MINOLTA 401(K) PLAN
Plan identification number 003

KONICA MINOLTA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. has sponsored the creation of one or more 401k plans.

Company Name:KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC.
Employer identification number (EIN):131921089
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1959-04-24
Company Identification Number: 119126
Legal Registered Office Address: 80 STATE STREET
New York
ALBANY
United States of America (USA)
12207

More information about KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KONICA MINOLTA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032022-01-01
0032021-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01SUSAN MCCARTHY SUSAN MCCARTHY2018-10-15
0032016-01-01SUSAN MCCARTHY SANDRA SOHL2017-10-16
0032015-01-01SUSAN MCCARTHY SANDRA SOHL2016-10-17
0032014-01-01SUSAN MCCARTHY SANDRA SOHL2015-10-15
0032013-01-01SUSAN MCCARTHY SANDRA SOHL2014-10-14
0032012-01-01SUSAN MCCARTHY SANDRA SOHL2013-10-15
0032011-01-01DONNA IRISH MERRITT DONNA IRISH MERRITT2012-10-11
0032010-01-01DONALD J. WARWICK
0032009-01-01DONALD J. WARWICK DONALD J. WARWICK2010-10-15

Plan Statistics for KONICA MINOLTA 401(K) PLAN

401k plan membership statisitcs for KONICA MINOLTA 401(K) PLAN

Measure Date Value
2023: KONICA MINOLTA 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017,979
Total number of active participants reported on line 7a of the Form 55002023-01-015,380
Number of retired or separated participants receiving benefits2023-01-01192
Number of other retired or separated participants entitled to future benefits2023-01-012,762
Total of all active and inactive participants2023-01-018,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-018,334
Number of participants with account balances2023-01-018,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0198
2022: KONICA MINOLTA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,117
Total number of active participants reported on line 7a of the Form 55002022-01-014,967
Number of retired or separated participants receiving benefits2022-01-0169
Number of other retired or separated participants entitled to future benefits2022-01-012,943
Total of all active and inactive participants2022-01-017,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017,979
Number of participants with account balances2022-01-017,979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0199
2021: KONICA MINOLTA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,614
Total number of active participants reported on line 7a of the Form 55002021-01-015,140
Number of retired or separated participants receiving benefits2021-01-0164
Number of other retired or separated participants entitled to future benefits2021-01-012,913
Total of all active and inactive participants2021-01-018,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018,117
Number of participants with account balances2021-01-018,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01156
2020: KONICA MINOLTA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,220
Total number of active participants reported on line 7a of the Form 55002020-01-015,852
Number of retired or separated participants receiving benefits2020-01-0157
Number of other retired or separated participants entitled to future benefits2020-01-012,705
Total of all active and inactive participants2020-01-018,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018,614
Number of participants with account balances2020-01-018,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01134
2019: KONICA MINOLTA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,037
Total number of active participants reported on line 7a of the Form 55002019-01-016,542
Number of retired or separated participants receiving benefits2019-01-0146
Number of other retired or separated participants entitled to future benefits2019-01-012,631
Total of all active and inactive participants2019-01-019,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019,219
Number of participants with account balances2019-01-018,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01181
2018: KONICA MINOLTA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,838
Total number of active participants reported on line 7a of the Form 55002018-01-016,476
Number of retired or separated participants receiving benefits2018-01-0140
Number of other retired or separated participants entitled to future benefits2018-01-012,490
Total of all active and inactive participants2018-01-019,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019,006
Number of participants with account balances2018-01-018,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01182
2017: KONICA MINOLTA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,136
Total number of active participants reported on line 7a of the Form 55002017-01-016,473
Number of retired or separated participants receiving benefits2017-01-0131
Number of other retired or separated participants entitled to future benefits2017-01-012,334
Total of all active and inactive participants2017-01-018,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018,838
Number of participants with account balances2017-01-018,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01180
2016: KONICA MINOLTA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,184
Total number of active participants reported on line 7a of the Form 55002016-01-016,991
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-012,119
Total of all active and inactive participants2016-01-019,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019,136
Number of participants with account balances2016-01-018,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01117
2015: KONICA MINOLTA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,656
Total number of active participants reported on line 7a of the Form 55002015-01-017,140
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-012,019
Total of all active and inactive participants2015-01-019,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019,175
Number of participants with account balances2015-01-018,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01184
2014: KONICA MINOLTA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,444
Total number of active participants reported on line 7a of the Form 55002014-01-016,668
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-011,973
Total of all active and inactive participants2014-01-018,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018,650
Number of participants with account balances2014-01-018,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01349
2013: KONICA MINOLTA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,452
Total number of active participants reported on line 7a of the Form 55002013-01-016,517
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-011,912
Total of all active and inactive participants2013-01-018,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018,435
Number of participants with account balances2013-01-018,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01415
2012: KONICA MINOLTA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,036
Total number of active participants reported on line 7a of the Form 55002012-01-016,569
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011,882
Total of all active and inactive participants2012-01-018,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018,452
Number of participants with account balances2012-01-018,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01351
2011: KONICA MINOLTA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,039
Total number of active participants reported on line 7a of the Form 55002011-01-016,072
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011,941
Total of all active and inactive participants2011-01-018,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-018,015
Number of participants with account balances2011-01-017,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01435
2010: KONICA MINOLTA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017,624
Total number of active participants reported on line 7a of the Form 55002010-01-015,943
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-012,084
Total of all active and inactive participants2010-01-018,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0111
Total participants2010-01-018,039
Number of participants with account balances2010-01-017,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01411
2009: KONICA MINOLTA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,735
Total number of active participants reported on line 7a of the Form 55002009-01-015,554
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-012,066
Total of all active and inactive participants2009-01-017,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-017,624
Number of participants with account balances2009-01-017,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01599

Financial Data on KONICA MINOLTA 401(K) PLAN

Measure Date Value
2023 : KONICA MINOLTA 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$49,316
Total income from all sources (including contributions)2023-12-31$218,413,207
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$104,866,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$103,867,082
Expenses. Certain deemed distributions of participant loans2023-12-31$150,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$56,983,987
Value of total assets at end of year2023-12-31$1,075,378,352
Value of total assets at beginning of year2023-12-31$961,880,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$849,199
Total interest from all sources2023-12-31$7,005,840
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,265,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$5,265,655
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$37,111,907
Participant contributions at end of year2023-12-31$14,301,855
Participant contributions at beginning of year2023-12-31$13,928,356
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$972,910
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,845,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$49,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$113,546,847
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,075,378,352
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$961,831,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$52,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$188,885,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$174,224,435
Value of interest in pooled separate accounts at end of year2023-12-31$93,811,399
Value of interest in pooled separate accounts at beginning of year2023-12-31$89,254,385
Interest on participant loans2023-12-31$672,371
Interest earned on other investments2023-12-31$6,333,469
Value of interest in common/collective trusts at end of year2023-12-31$557,838,307
Value of interest in common/collective trusts at beginning of year2023-12-31$440,085,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$220,541,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$242,925,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$14,644,433
Net investment gain/loss from pooled separate accounts2023-12-31$10,462,110
Net investment gain or loss from common/collective trusts2023-12-31$124,051,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$16,026,372
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$489,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$103,867,082
Contract administrator fees2023-12-31$681,462
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2023-12-31222027092
2022 : KONICA MINOLTA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-126,082,225
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$88,150,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$87,126,643
Expenses. Certain deemed distributions of participant loans2022-12-31$68,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$55,587,527
Value of total assets at end of year2022-12-31$960,314,265
Value of total assets at beginning of year2022-12-31$1,174,547,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$955,368
Total interest from all sources2022-12-31$5,930,179
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,230,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,230,372
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$35,071,362
Participant contributions at end of year2022-12-31$13,824,380
Participant contributions at beginning of year2022-12-31$14,577,720
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,555,631
Other income not declared elsewhere2022-12-31$4,626
Administrative expenses (other) incurred2022-12-31$10,475
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-214,232,949
Value of net assets at end of year (total assets less liabilities)2022-12-31$960,314,265
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,174,547,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$236,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$174,224,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$130,855,773
Value of interest in pooled separate accounts at end of year2022-12-31$89,254,385
Value of interest in pooled separate accounts at beginning of year2022-12-31$189,345,646
Interest on participant loans2022-12-31$536,198
Interest earned on other investments2022-12-31$5,393,981
Value of interest in common/collective trusts at end of year2022-12-31$440,085,963
Value of interest in common/collective trusts at beginning of year2022-12-31$608,250,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$242,925,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$231,517,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,389,292
Net investment gain/loss from pooled separate accounts2022-12-31$-40,778,521
Net investment gain or loss from common/collective trusts2022-12-31$-138,667,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$14,960,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$87,126,643
Contract administrator fees2022-12-31$708,643
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER LLC
Accountancy firm EIN2022-12-31871363769
2021 : KONICA MINOLTA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$203,376,911
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$104,203,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$103,377,555
Expenses. Certain deemed distributions of participant loans2021-12-31$52,350
Value of total corrective distributions2021-12-31$9,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$53,479,181
Value of total assets at end of year2021-12-31$1,174,547,214
Value of total assets at beginning of year2021-12-31$1,075,373,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$764,267
Total interest from all sources2021-12-31$6,417,020
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,900,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,900,230
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$35,760,675
Participant contributions at end of year2021-12-31$14,577,720
Participant contributions at beginning of year2021-12-31$17,171,357
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,649,025
Other income not declared elsewhere2021-12-31$1,201,122
Administrative expenses (other) incurred2021-12-31$764,267
Total non interest bearing cash at end of year2021-12-31$275
Total non interest bearing cash at beginning of year2021-12-31$1,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$99,173,423
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,174,547,214
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,075,373,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$130,855,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$103,617,951
Value of interest in pooled separate accounts at end of year2021-12-31$189,345,646
Value of interest in pooled separate accounts at beginning of year2021-12-31$194,321,320
Interest on participant loans2021-12-31$669,938
Interest earned on other investments2021-12-31$5,747,082
Value of interest in common/collective trusts at end of year2021-12-31$608,250,310
Value of interest in common/collective trusts at beginning of year2021-12-31$527,399,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$231,517,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$232,861,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,588,467
Net investment gain/loss from pooled separate accounts2021-12-31$11,795,579
Net investment gain or loss from common/collective trusts2021-12-31$104,995,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$15,069,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$103,377,555
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EISNERAMPER LLC
Accountancy firm EIN2021-12-31871363769
2020 : KONICA MINOLTA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$248,309,473
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$98,118,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$97,392,932
Expenses. Certain deemed distributions of participant loans2020-12-31$26,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$69,738,942
Value of total assets at end of year2020-12-31$1,075,373,791
Value of total assets at beginning of year2020-12-31$925,182,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$698,957
Total interest from all sources2020-12-31$7,132,257
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,653,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,653,134
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$38,576,018
Participant contributions at end of year2020-12-31$17,171,357
Participant contributions at beginning of year2020-12-31$19,797,093
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,029,769
Other income not declared elsewhere2020-12-31$190
Administrative expenses (other) incurred2020-12-31$698,957
Total non interest bearing cash at end of year2020-12-31$1,619
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$150,190,956
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,075,373,791
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$925,182,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$103,617,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$102,233,378
Value of interest in pooled separate accounts at end of year2020-12-31$194,321,320
Value of interest in pooled separate accounts at beginning of year2020-12-31$170,942,358
Interest on participant loans2020-12-31$878,694
Interest earned on other investments2020-12-31$6,253,563
Value of interest in common/collective trusts at end of year2020-12-31$527,399,581
Value of interest in common/collective trusts at beginning of year2020-12-31$433,257,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$232,861,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$198,952,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,889,226
Net investment gain/loss from pooled separate accounts2020-12-31$32,019,321
Net investment gain or loss from common/collective trusts2020-12-31$133,876,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,133,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$97,392,932
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : KONICA MINOLTA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$14,191,337
Total transfer of assets to this plan2019-12-31$14,191,337
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$216,464,803
Total income from all sources (including contributions)2019-12-31$216,464,803
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$71,810,384
Total of all expenses incurred2019-12-31$71,810,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$70,903,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$70,903,907
Expenses. Certain deemed distributions of participant loans2019-12-31$17,833
Expenses. Certain deemed distributions of participant loans2019-12-31$17,833
Value of total corrective distributions2019-12-31$1,788
Value of total corrective distributions2019-12-31$1,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$56,095,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$56,095,880
Value of total assets at end of year2019-12-31$925,182,835
Value of total assets at end of year2019-12-31$925,182,835
Value of total assets at beginning of year2019-12-31$766,337,079
Value of total assets at beginning of year2019-12-31$766,337,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$886,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$886,856
Total interest from all sources2019-12-31$7,018,694
Total interest from all sources2019-12-31$7,018,694
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,357,480
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,357,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,357,480
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,357,480
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$39,280,006
Contributions received from participants2019-12-31$39,280,006
Participant contributions at end of year2019-12-31$19,797,093
Participant contributions at end of year2019-12-31$19,797,093
Participant contributions at beginning of year2019-12-31$19,559,610
Participant contributions at beginning of year2019-12-31$19,559,610
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,186,886
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,186,886
Other income not declared elsewhere2019-12-31$-607,829
Other income not declared elsewhere2019-12-31$-607,829
Administrative expenses (other) incurred2019-12-31$886,856
Administrative expenses (other) incurred2019-12-31$886,856
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$144,654,419
Value of net income/loss2019-12-31$144,654,419
Value of net assets at end of year (total assets less liabilities)2019-12-31$925,182,835
Value of net assets at end of year (total assets less liabilities)2019-12-31$925,182,835
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$766,337,079
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$766,337,079
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$102,233,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$102,233,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,505,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,505,387
Value of interest in pooled separate accounts at end of year2019-12-31$170,942,358
Value of interest in pooled separate accounts at end of year2019-12-31$170,942,358
Value of interest in pooled separate accounts at beginning of year2019-12-31$257,381,707
Value of interest in pooled separate accounts at beginning of year2019-12-31$257,381,707
Interest on participant loans2019-12-31$876,978
Interest on participant loans2019-12-31$876,978
Interest earned on other investments2019-12-31$6,135,497
Interest earned on other investments2019-12-31$6,135,497
Value of interest in common/collective trusts at end of year2019-12-31$433,257,277
Value of interest in common/collective trusts at end of year2019-12-31$433,257,277
Value of interest in common/collective trusts at beginning of year2019-12-31$255,659,411
Value of interest in common/collective trusts at beginning of year2019-12-31$255,659,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$198,952,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$198,952,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$191,230,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$191,230,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,235,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,235,756
Net investment gain/loss from pooled separate accounts2019-12-31$58,371,953
Net investment gain/loss from pooled separate accounts2019-12-31$58,371,953
Net investment gain or loss from common/collective trusts2019-12-31$81,992,869
Net investment gain or loss from common/collective trusts2019-12-31$81,992,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Contributions received in cash from employer2019-12-31$12,628,988
Contributions received in cash from employer2019-12-31$12,628,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$70,903,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$70,903,907
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
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 name2019-12-31KPMG LLP
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : KONICA MINOLTA 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$21,634,163
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$66,120,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$65,287,996
Expenses. Certain deemed distributions of participant loans2018-12-31$15,549
Value of total corrective distributions2018-12-31$3,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$55,343,085
Value of total assets at end of year2018-12-31$766,337,079
Value of total assets at beginning of year2018-12-31$810,823,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$813,175
Total interest from all sources2018-12-31$6,508,466
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$720,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$720,630
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$38,985,688
Participant contributions at end of year2018-12-31$19,559,610
Participant contributions at beginning of year2018-12-31$18,514,009
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,713,065
Other income not declared elsewhere2018-12-31$-695,595
Administrative expenses (other) incurred2018-12-31$813,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-44,486,042
Value of net assets at end of year (total assets less liabilities)2018-12-31$766,337,079
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$810,823,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,505,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$326,711,624
Value of interest in pooled separate accounts at end of year2018-12-31$257,381,707
Value of interest in pooled separate accounts at beginning of year2018-12-31$283,010,014
Interest on participant loans2018-12-31$737,792
Interest earned on other investments2018-12-31$5,770,674
Value of interest in common/collective trusts at end of year2018-12-31$255,659,411
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$191,230,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$182,587,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,653,044
Net investment gain/loss from pooled separate accounts2018-12-31$-16,557,875
Net investment gain or loss from common/collective trusts2018-12-31$-10,031,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,644,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$65,287,996
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : KONICA MINOLTA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$3,545,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$163,708,478
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$50,086,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$49,547,353
Expenses. Certain deemed distributions of participant loans2017-12-31$6,308
Value of total corrective distributions2017-12-31$1,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$53,975,850
Value of total assets at end of year2017-12-31$810,823,121
Value of total assets at beginning of year2017-12-31$693,655,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$530,569
Total interest from all sources2017-12-31$6,301,894
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$563,567
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$563,567
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$37,383,220
Participant contributions at end of year2017-12-31$18,514,009
Participant contributions at beginning of year2017-12-31$18,399,770
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,937,083
Other income not declared elsewhere2017-12-31$147,725
Administrative expenses (other) incurred2017-12-31$530,569
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$113,622,386
Value of net assets at end of year (total assets less liabilities)2017-12-31$810,823,121
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$693,655,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$326,711,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$131,070,202
Value of interest in pooled separate accounts at end of year2017-12-31$283,010,014
Value of interest in pooled separate accounts at beginning of year2017-12-31$361,921,073
Interest on participant loans2017-12-31$636,070
Interest earned on other investments2017-12-31$5,665,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$182,587,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$182,264,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$52,733,038
Net investment gain/loss from pooled separate accounts2017-12-31$49,986,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,655,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$49,547,353
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : KONICA MINOLTA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$96,124
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$90,905,747
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$50,521,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$50,229,043
Expenses. Certain deemed distributions of participant loans2016-12-31$8,326
Value of total corrective distributions2016-12-31$53,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$56,266,800
Value of total assets at end of year2016-12-31$693,655,320
Value of total assets at beginning of year2016-12-31$653,174,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$230,224
Total interest from all sources2016-12-31$6,114,559
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$706,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$706,346
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$36,382,051
Participant contributions at end of year2016-12-31$18,399,770
Participant contributions at beginning of year2016-12-31$21,238,569
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,594,719
Other income not declared elsewhere2016-12-31$-3,622,953
Administrative expenses (other) incurred2016-12-31$230,224
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$40,384,466
Value of net assets at end of year (total assets less liabilities)2016-12-31$693,655,320
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$653,174,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$131,070,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$123,115,886
Value of interest in pooled separate accounts at end of year2016-12-31$361,921,073
Value of interest in pooled separate accounts at beginning of year2016-12-31$337,418,482
Interest on participant loans2016-12-31$643,874
Interest earned on other investments2016-12-31$5,470,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$182,264,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$171,401,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,985,127
Net investment gain/loss from pooled separate accounts2016-12-31$20,455,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,290,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$50,229,043
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : KONICA MINOLTA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$66,740,856
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$44,533,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$44,317,545
Expenses. Certain deemed distributions of participant loans2015-12-31$15,206
Value of total corrective distributions2015-12-31$70
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$63,069,539
Value of total assets at end of year2015-12-31$653,174,730
Value of total assets at beginning of year2015-12-31$630,967,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$200,737
Total interest from all sources2015-12-31$2,164,919
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$430,964
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$430,964
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$33,973,239
Participant contributions at end of year2015-12-31$21,238,569
Participant contributions at beginning of year2015-12-31$19,622,028
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,230,932
Other income not declared elsewhere2015-12-31$32,728
Administrative expenses (other) incurred2015-12-31$200,737
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
Income. Non cash contributions2015-12-31$146,881
Value of net income/loss2015-12-31$22,207,298
Value of net assets at end of year (total assets less liabilities)2015-12-31$653,174,730
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$630,967,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$123,115,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$99,738,150
Value of interest in pooled separate accounts at end of year2015-12-31$337,418,482
Value of interest in pooled separate accounts at beginning of year2015-12-31$345,524,998
Interest on participant loans2015-12-31$662,652
Interest earned on other investments2015-12-31$1,502,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$171,401,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$166,082,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,128,760
Net investment gain/loss from pooled separate accounts2015-12-31$-86,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,718,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$44,317,545
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : KONICA MINOLTA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$664,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$82,476,803
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$42,663,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$42,500,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$47,313,398
Value of total assets at end of year2014-12-31$630,967,432
Value of total assets at beginning of year2014-12-31$590,488,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$163,139
Total interest from all sources2014-12-31$6,224,930
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$863,053
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$863,053
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$31,120,343
Participant contributions at end of year2014-12-31$19,622,028
Participant contributions at beginning of year2014-12-31$18,350,999
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,108,732
Other income not declared elsewhere2014-12-31$354,441
Administrative expenses (other) incurred2014-12-31$163,139
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$39,813,622
Value of net assets at end of year (total assets less liabilities)2014-12-31$630,967,432
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$590,488,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$99,738,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$135,533,033
Value of interest in pooled separate accounts at end of year2014-12-31$345,524,998
Value of interest in pooled separate accounts at beginning of year2014-12-31$278,074,591
Interest on participant loans2014-12-31$622,229
Interest earned on other investments2014-12-31$5,602,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$166,082,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$158,530,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,404,110
Net investment gain/loss from pooled separate accounts2014-12-31$21,316,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,084,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$42,500,042
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : KONICA MINOLTA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,511,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$128,675,009
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$42,238,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$42,059,504
Expenses. Certain deemed distributions of participant loans2013-12-31$1,858
Value of total corrective distributions2013-12-31$8,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$42,912,704
Value of total assets at end of year2013-12-31$590,488,973
Value of total assets at beginning of year2013-12-31$502,540,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$168,296
Total interest from all sources2013-12-31$6,119,659
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$907,414
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$907,414
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$29,420,846
Participant contributions at end of year2013-12-31$18,350,999
Participant contributions at beginning of year2013-12-31$17,159,556
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,258,921
Other income not declared elsewhere2013-12-31$-4,519,358
Administrative expenses (other) incurred2013-12-31$168,296
Total non interest bearing cash at beginning of year2013-12-31$2,667
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$86,436,870
Value of net assets at end of year (total assets less liabilities)2013-12-31$590,488,973
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$502,540,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$135,533,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$104,541,404
Value of interest in pooled separate accounts at end of year2013-12-31$278,074,591
Value of interest in pooled separate accounts at beginning of year2013-12-31$219,362,817
Interest on participant loans2013-12-31$585,864
Interest earned on other investments2013-12-31$5,533,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$158,530,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$161,474,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$29,945,777
Net investment gain/loss from pooled separate accounts2013-12-31$53,308,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,232,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$42,059,504
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : KONICA MINOLTA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$4,839,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$95,617,624
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$31,947,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$31,809,673
Expenses. Certain deemed distributions of participant loans2012-12-31$543
Value of total corrective distributions2012-12-31$1,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$42,904,469
Value of total assets at end of year2012-12-31$502,540,532
Value of total assets at beginning of year2012-12-31$434,030,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$135,557
Total interest from all sources2012-12-31$6,764,113
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$923,052
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$923,052
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$27,264,324
Participant contributions at end of year2012-12-31$17,159,556
Participant contributions at beginning of year2012-12-31$16,667,604
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,224,892
Other income not declared elsewhere2012-12-31$3,842,990
Administrative expenses (other) incurred2012-12-31$135,557
Total non interest bearing cash at end of year2012-12-31$2,667
Total non interest bearing cash at beginning of year2012-12-31$678
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$63,670,591
Value of net assets at end of year (total assets less liabilities)2012-12-31$502,540,532
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$434,030,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$104,541,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$91,343,372
Value of interest in pooled separate accounts at end of year2012-12-31$219,362,817
Value of interest in pooled separate accounts at beginning of year2012-12-31$181,448,857
Interest on participant loans2012-12-31$574,783
Interest earned on other investments2012-12-31$6,189,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$161,474,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$144,569,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,322,341
Net investment gain/loss from pooled separate accounts2012-12-31$25,860,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,415,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,809,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : KONICA MINOLTA 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,092,594
Total unrealized appreciation/depreciation of assets2011-12-31$1,092,594
Total transfer of assets to this plan2011-12-31$6,025,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$33,717,553
Total loss/gain on sale of assets2011-12-31$-1,092,814
Total of all expenses incurred2011-12-31$31,103,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$30,975,324
Expenses. Certain deemed distributions of participant loans2011-12-31$-4,521
Value of total corrective distributions2011-12-31$2,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$34,461,797
Value of total assets at end of year2011-12-31$434,030,077
Value of total assets at beginning of year2011-12-31$425,389,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$130,211
Total interest from all sources2011-12-31$6,362,206
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$723,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$723,621
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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
Contributions received from participants2011-12-31$22,785,099
Participant contributions at end of year2011-12-31$16,667,604
Participant contributions at beginning of year2011-12-31$15,643,602
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,285,290
Other income not declared elsewhere2011-12-31$-460,614
Administrative expenses (other) incurred2011-12-31$130,211
Total non interest bearing cash at end of year2011-12-31$678
Total non interest bearing cash at beginning of year2011-12-31$779
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$2,614,519
Value of net assets at end of year (total assets less liabilities)2011-12-31$434,030,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$425,389,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$91,343,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$101,456,758
Value of interest in pooled separate accounts at end of year2011-12-31$181,448,857
Value of interest in pooled separate accounts at beginning of year2011-12-31$175,182,259
Interest on participant loans2011-12-31$599,671
Interest earned on other investments2011-12-31$5,762,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$144,569,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$133,101,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,842,710
Net investment gain/loss from pooled separate accounts2011-12-31$473,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,391,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$30,975,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,905
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$283
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,093,097
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : KONICA MINOLTA 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$290,835
Total unrealized appreciation/depreciation of assets2010-12-31$290,835
Total transfer of assets to this plan2010-12-31$10,934,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$74,801,088
Total loss/gain on sale of assets2010-12-31$-622,110
Total of all expenses incurred2010-12-31$31,204,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,046,178
Expenses. Certain deemed distributions of participant loans2010-12-31$28,412
Value of total corrective distributions2010-12-31$7,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$25,252,537
Value of total assets at end of year2010-12-31$425,389,811
Value of total assets at beginning of year2010-12-31$370,858,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$122,506
Total interest from all sources2010-12-31$6,013,034
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$548,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$548,929
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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
Contributions received from participants2010-12-31$19,424,235
Participant contributions at end of year2010-12-31$15,643,602
Participant contributions at beginning of year2010-12-31$14,484,041
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,925,200
Other income not declared elsewhere2010-12-31$5,035,914
Administrative expenses (other) incurred2010-12-31$122,506
Total non interest bearing cash at end of year2010-12-31$779
Total non interest bearing cash at beginning of year2010-12-31$782
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$43,596,820
Value of net assets at end of year (total assets less liabilities)2010-12-31$425,389,811
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$370,858,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$101,456,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$86,140,457
Value of interest in pooled separate accounts at end of year2010-12-31$175,182,259
Value of interest in pooled separate accounts at beginning of year2010-12-31$147,706,659
Interest on participant loans2010-12-31$658,673
Interest earned on other investments2010-12-31$5,354,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$133,101,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$122,178,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,378,228
Net investment gain/loss from pooled separate accounts2010-12-31$22,903,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,903,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,046,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,905
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$347,997
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$11,817
Aggregate carrying amount (costs) on sale of assets2010-12-31$633,927
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : KONICA MINOLTA 401(K) 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 KONICA MINOLTA 401(K) PLAN

2023: KONICA MINOLTA 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KONICA MINOLTA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KONICA MINOLTA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KONICA MINOLTA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KONICA MINOLTA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KONICA MINOLTA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KONICA MINOLTA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KONICA MINOLTA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KONICA MINOLTA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KONICA MINOLTA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KONICA MINOLTA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KONICA MINOLTA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KONICA MINOLTA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KONICA MINOLTA 401(K) 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KONICA MINOLTA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number556229-01
Policy instance 1
Insurance contract or identification number556229-01
Number of Individuals Covered3697
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered7979
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered8117
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered8614
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered9219
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered9006
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered8838
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered9175
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered8650
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered8435
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered8452
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 2
Insurance contract or identification number441462
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered8015
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 2
Insurance contract or identification number441462
Number of Individuals Covered25
Insurance policy start date2011-04-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number047120
Policy instance 1
Insurance contract or identification number047120
Number of Individuals Covered8039
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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