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BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 401k Plan overview

Plan NameBRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST
Plan identification number 201

BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

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

Company Name:BRISTOL-MYERS SQUIBB COMPANY
Employer identification number (EIN):132976142
NAIC Classification:325410

Additional information about BRISTOL-MYERS SQUIBB COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0326501

More information about BRISTOL-MYERS SQUIBB COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2012021-01-01
2012020-01-01
2012019-01-01
2012018-01-01
2012017-01-012018-09-26
2012016-01-012017-09-29
2012015-01-012016-10-14
2012014-01-012015-10-14
2012013-01-012014-10-10
2012012-01-012013-10-11
2012011-01-012012-10-10
2012009-01-01RICHARD LODATO RICHARD LODATO2010-10-15
2012009-01-012010-10-19
2012009-01-01RICHARD C. LODATO RICHARD C. LODATO2010-10-14

Plan Statistics for BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST

Measure Date Value
2021: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-010
Total number of active participants reported on line 7a of the Form 55002021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
2020: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
2019: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
2018: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
2015: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010

Financial Data on BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST

Measure Date Value
2021 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2021 401k financial data
Total transfer of assets to this plan2021-12-31$98,996
Total transfer of assets from this plan2021-12-31$33,538,883
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$108,305
Total income from all sources (including contributions)2021-12-31$1,495,469
Total loss/gain on sale of assets2021-12-31$27
Total of all expenses incurred2021-12-31$387,681
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$32,440,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$387,681
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,098
Administrative expenses professional fees incurred2021-12-31$157,807
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$571,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$108,305
Other income not declared elsewhere2021-12-31$87,963
Administrative expenses (other) incurred2021-12-31$-21,546
Value of net income/loss2021-12-31$1,107,788
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,332,099
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$76,220
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$30,383,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,485,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,485,879
Net investment gain or loss from common/collective trusts2021-12-31$1,401,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Contract administrator fees2021-12-31$175,200
Did the plan have assets held for investment2021-12-31Yes
Aggregate proceeds on sale of assets2021-12-31$899
Aggregate carrying amount (costs) on sale of assets2021-12-31$872
2020 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2020 401k financial data
Total transfer of assets to this plan2020-12-31$933,003
Total transfer of assets from this plan2020-12-31$9,167,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$108,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$119,136
Total income from all sources (including contributions)2020-12-31$5,702,957
Total of all expenses incurred2020-12-31$689,979
Value of total assets at end of year2020-12-31$32,440,404
Value of total assets at beginning of year2020-12-31$35,672,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$689,979
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,954
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$6,954
Administrative expenses professional fees incurred2020-12-31$73,983
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$571,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$91,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$108,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$119,136
Administrative expenses (other) incurred2020-12-31$176,131
Value of net income/loss2020-12-31$5,012,978
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,332,099
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,553,862
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
Investment advisory and management fees2020-12-31$110,697
Value of interest in common/collective trusts at end of year2020-12-31$30,383,314
Value of interest in common/collective trusts at beginning of year2020-12-31$34,674,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,485,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$906,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$906,104
Net investment gain or loss from common/collective trusts2020-12-31$5,696,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Contract administrator fees2020-12-31$329,168
Did the plan have assets held for investment2020-12-31Yes
2019 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2019 401k financial data
Total transfer of assets to this plan2019-12-31$75,370
Total transfer of assets from this plan2019-12-31$9,189,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$119,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$639,190
Total income from all sources (including contributions)2019-12-31$7,909,376
Total of all expenses incurred2019-12-31$674,283
Value of total assets at end of year2019-12-31$35,672,998
Value of total assets at beginning of year2019-12-31$38,072,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$674,283
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$51,249
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$51,249
Administrative expenses professional fees incurred2019-12-31$107,881
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$91,954
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$93,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$119,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$639,190
Administrative expenses (other) incurred2019-12-31$81,679
Value of net income/loss2019-12-31$7,235,093
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,553,862
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,433,348
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
Investment advisory and management fees2019-12-31$165,326
Value of interest in common/collective trusts at end of year2019-12-31$34,674,940
Value of interest in common/collective trusts at beginning of year2019-12-31$36,656,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$906,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,323,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,323,020
Net investment gain or loss from common/collective trusts2019-12-31$7,858,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Contract administrator fees2019-12-31$319,397
Did the plan have assets held for investment2019-12-31Yes
2018 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2018 401k financial data
Total transfer of assets to this plan2018-12-31$4,031,054
Total transfer of assets from this plan2018-12-31$8,776,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$639,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$307,641
Total income from all sources (including contributions)2018-12-31$-533,734
Total of all expenses incurred2018-12-31$980,348
Value of total assets at end of year2018-12-31$38,072,538
Value of total assets at beginning of year2018-12-31$44,000,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$980,348
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$28,497
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$28,497
Administrative expenses professional fees incurred2018-12-31$169,098
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$93,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$99,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$639,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$307,641
Value of net income/loss2018-12-31$-1,514,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,433,348
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,693,129
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$366,768
Value of interest in common/collective trusts at end of year2018-12-31$36,656,492
Value of interest in common/collective trusts at beginning of year2018-12-31$43,460,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,323,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$440,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$440,218
Net investment gain or loss from common/collective trusts2018-12-31$-562,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Contract administrator fees2018-12-31$444,482
Did the plan have assets held for investment2018-12-31Yes
2017 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2017 401k financial data
Total transfer of assets to this plan2017-12-31$4,596,713
Total transfer of assets from this plan2017-12-31$9,138,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$307,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$802,071
Total income from all sources (including contributions)2017-12-31$6,230,901
Total of all expenses incurred2017-12-31$829,994
Value of total assets at end of year2017-12-31$44,000,770
Value of total assets at beginning of year2017-12-31$43,636,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$829,994
Total interest from all sources2017-12-31$-130
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,440
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$8,440
Administrative expenses professional fees incurred2017-12-31$47,520
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$99,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$802,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$307,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$802,071
Value of net income/loss2017-12-31$5,400,907
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,693,129
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,834,304
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$313,920
Value of interest in common/collective trusts at end of year2017-12-31$43,460,724
Value of interest in common/collective trusts at beginning of year2017-12-31$41,638,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$440,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,195,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,195,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-130
Net investment gain or loss from common/collective trusts2017-12-31$6,222,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Contract administrator fees2017-12-31$468,554
Did the plan have assets held for investment2017-12-31Yes
2016 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2016 401k financial data
Total transfer of assets to this plan2016-12-31$5,817,000
Total transfer of assets from this plan2016-12-31$7,677,855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$802,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$90,621
Total income from all sources (including contributions)2016-12-31$2,876,280
Total of all expenses incurred2016-12-31$758,196
Value of total assets at end of year2016-12-31$43,636,375
Value of total assets at beginning of year2016-12-31$42,667,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$758,196
Total interest from all sources2016-12-31$-309
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$971
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$971
Administrative expenses professional fees incurred2016-12-31$3,970
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$802,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$90,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$802,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$90,621
Value of net income/loss2016-12-31$2,118,084
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,834,304
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,577,075
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
Investment advisory and management fees2016-12-31$234,496
Value of interest in common/collective trusts at end of year2016-12-31$41,638,133
Value of interest in common/collective trusts at beginning of year2016-12-31$42,462,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,195,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$114,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$114,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-309
Net investment gain or loss from common/collective trusts2016-12-31$2,875,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Contract administrator fees2016-12-31$519,730
Did the plan have assets held for investment2016-12-31Yes
2015 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2015 401k financial data
Total transfer of assets to this plan2015-12-31$7,218,495
Total transfer of assets from this plan2015-12-31$8,949,536
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$90,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$72,021
Total income from all sources (including contributions)2015-12-31$1,289,722
Total of all expenses incurred2015-12-31$710,736
Value of total assets at end of year2015-12-31$42,667,696
Value of total assets at beginning of year2015-12-31$43,801,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$710,736
Total interest from all sources2015-12-31$-248
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$86
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$86
Administrative expenses professional fees incurred2015-12-31$7,715
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$90,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$72,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$90,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$72,021
Value of net income/loss2015-12-31$578,986
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,577,075
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,729,130
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
Investment advisory and management fees2015-12-31$143,303
Value of interest in common/collective trusts at end of year2015-12-31$42,462,515
Value of interest in common/collective trusts at beginning of year2015-12-31$43,172,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$114,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$556,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$556,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-248
Net investment gain or loss from common/collective trusts2015-12-31$1,289,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Contract administrator fees2015-12-31$559,718
Did the plan have assets held for investment2015-12-31Yes
2014 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2014 401k financial data
Total transfer of assets to this plan2014-12-31$7,611,612
Total transfer of assets from this plan2014-12-31$9,789,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$72,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$90,893
Total income from all sources (including contributions)2014-12-31$3,781,914
Total loss/gain on sale of assets2014-12-31$21
Total of all expenses incurred2014-12-31$765,152
Value of total assets at end of year2014-12-31$43,801,151
Value of total assets at beginning of year2014-12-31$42,981,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$765,152
Total interest from all sources2014-12-31$-109
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$111
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$111
Administrative expenses professional fees incurred2014-12-31$3,930
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$72,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$90,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$72,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$90,893
Administrative expenses (other) incurred2014-12-31$573,323
Value of net income/loss2014-12-31$3,016,762
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,729,130
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,890,338
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
Investment advisory and management fees2014-12-31$187,899
Value of interest in common/collective trusts at end of year2014-12-31$43,172,631
Value of interest in common/collective trusts at beginning of year2014-12-31$42,890,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$556,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$-405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$-405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-109
Net investment gain or loss from common/collective trusts2014-12-31$3,781,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Aggregate proceeds on sale of assets2014-12-31$21
2013 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2013 401k financial data
Total transfer of assets to this plan2013-12-31$9,383,832
Total transfer of assets from this plan2013-12-31$9,872,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$90,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$64,357
Total income from all sources (including contributions)2013-12-31$6,842,943
Total loss/gain on sale of assets2013-12-31$18
Total of all expenses incurred2013-12-31$604,135
Value of total assets at end of year2013-12-31$42,981,231
Value of total assets at beginning of year2013-12-31$37,204,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$604,135
Total interest from all sources2013-12-31$-123
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$57
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$57
Administrative expenses professional fees incurred2013-12-31$4,175
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$90,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$64,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$90,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$64,357
Administrative expenses (other) incurred2013-12-31$443,986
Value of net income/loss2013-12-31$6,238,808
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,890,338
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,140,536
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
Investment advisory and management fees2013-12-31$155,974
Value of interest in common/collective trusts at end of year2013-12-31$42,890,740
Value of interest in common/collective trusts at beginning of year2013-12-31$36,047,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$-405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,092,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,092,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-123
Net investment gain or loss from common/collective trusts2013-12-31$6,842,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Aggregate proceeds on sale of assets2013-12-31$18
2012 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2012 401k financial data
Total transfer of assets to this plan2012-12-31$10,550,113
Total transfer of assets from this plan2012-12-31$9,379,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$64,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$49,589
Total income from all sources (including contributions)2012-12-31$4,217,504
Total loss/gain on sale of assets2012-12-31$14
Total of all expenses incurred2012-12-31$959,530
Value of total assets at end of year2012-12-31$37,204,893
Value of total assets at beginning of year2012-12-31$32,761,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$959,530
Total interest from all sources2012-12-31$-150
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$110
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$110
Administrative expenses professional fees incurred2012-12-31$5,540
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$64,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$29,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$64,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$49,589
Administrative expenses (other) incurred2012-12-31$815,059
Value of net income/loss2012-12-31$3,257,974
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,140,536
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,711,835
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
Investment advisory and management fees2012-12-31$138,931
Value of interest in common/collective trusts at end of year2012-12-31$36,047,749
Value of interest in common/collective trusts at beginning of year2012-12-31$31,830,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,092,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$901,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$901,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-150
Net investment gain or loss from common/collective trusts2012-12-31$4,217,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Aggregate proceeds on sale of assets2012-12-31$14
2011 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2011 401k financial data
Total transfer of assets to this plan2011-12-31$9,615,614
Total transfer of assets from this plan2011-12-31$10,059,209
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$49,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$257,584
Total income from all sources (including contributions)2011-12-31$827,101
Total loss/gain on sale of assets2011-12-31$211
Total of all expenses incurred2011-12-31$794,114
Value of total assets at end of year2011-12-31$32,761,424
Value of total assets at beginning of year2011-12-31$33,380,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$794,114
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$214
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$214
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$29,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$257,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$49,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$257,584
Administrative expenses (other) incurred2011-12-31$667,006
Value of net income/loss2011-12-31$32,987
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,711,835
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,122,443
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
Investment advisory and management fees2011-12-31$127,108
Value of interest in common/collective trusts at end of year2011-12-31$31,830,219
Value of interest in common/collective trusts at beginning of year2011-12-31$31,003,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$901,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,118,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,118,882
Net investment gain or loss from common/collective trusts2011-12-31$826,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Aggregate proceeds on sale of assets2011-12-31$211
2010 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2010 401k financial data
Total transfer of assets to this plan2010-12-31$10,924,924
Total transfer of assets from this plan2010-12-31$9,409,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$257,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$45,966
Total income from all sources (including contributions)2010-12-31$3,357,924
Total loss/gain on sale of assets2010-12-31$11,138
Total of all expenses incurred2010-12-31$813,532
Value of total assets at end of year2010-12-31$33,380,027
Value of total assets at beginning of year2010-12-31$29,108,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$813,532
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$257,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$45,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$257,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$45,966
Administrative expenses (other) incurred2010-12-31$667,414
Value of net income/loss2010-12-31$2,544,392
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,122,443
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,062,495
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
Investment advisory and management fees2010-12-31$146,118
Value of interest in common/collective trusts at end of year2010-12-31$31,003,544
Value of interest in common/collective trusts at beginning of year2010-12-31$27,656,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,118,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,405,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,405,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$293
Net investment gain or loss from common/collective trusts2010-12-31$3,346,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$11,138

Form 5500 Responses for BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST

2021: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01This submission is the final filingYes
2020: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2019: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2018: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2017: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2016: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2015: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2014: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2013: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2012: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2011: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2009: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY MASTER WELFARE BENEFIT TRUST 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedYes
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

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