BRISTOL-MYERS SQUIBB PUERTO RICO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN
401k plan membership statisitcs for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN
| Measure | Date | Value |
|---|
| 2023: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 1,909 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 337 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 500 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 918 |
| Total of all active and inactive participants | 2023-01-01 | 1,755 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 103 |
| Total participants | 2023-01-01 | 1,858 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 225,907,338 |
| Acturial value of plan assets | 2022-12-31 | 219,025,265 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 62,366,787 |
| Number of terminated vested participants | 2022-12-31 | 1,107 |
| Fundng target for terminated vested participants | 2022-12-31 | 55,948,058 |
| Active participant vested funding target | 2022-12-31 | 28,842,726 |
| Number of active participants | 2022-12-31 | 367 |
| Total funding liabilities for active participants | 2022-12-31 | 30,968,113 |
| Total participant count | 2022-12-31 | 2,028 |
| Total funding target for all participants | 2022-12-31 | 149,282,958 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 76,795,281 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 6,747,772 |
| Amount remaining of prefunding balance | 2022-12-31 | 70,047,509 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 74,061,231 |
| Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 849,000 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 4,318,924 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 1,248,118 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 1,248,118 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 1,956 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 348 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 479 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,000 |
| Total of all active and inactive participants | 2022-01-01 | 1,827 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 82 |
| Total participants | 2022-01-01 | 1,909 |
| 2021: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 227,931,214 |
| Acturial value of plan assets | 2021-12-31 | 207,294,900 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 65,000,046 |
| Number of terminated vested participants | 2021-12-31 | 1,162 |
| Fundng target for terminated vested participants | 2021-12-31 | 62,573,322 |
| Active participant vested funding target | 2021-12-31 | 33,187,190 |
| Number of active participants | 2021-12-31 | 385 |
| Total funding liabilities for active participants | 2021-12-31 | 35,551,155 |
| Total participant count | 2021-12-31 | 2,095 |
| Total funding target for all participants | 2021-12-31 | 163,124,523 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 631,914 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 78,922,463 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 631,914 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 5,191,585 |
| Amount remaining of prefunding balance | 2021-12-31 | 73,730,878 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 7,154,697 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 76,795,281 |
| Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 909,000 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 32,624,904 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 6,747,772 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 6,747,772 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 2,017 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 367 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 475 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,032 |
| Total of all active and inactive participants | 2021-01-01 | 1,874 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 82 |
| Total participants | 2021-01-01 | 1,956 |
| 2020: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 212,395,170 |
| Acturial value of plan assets | 2020-12-31 | 203,243,567 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 62,425,669 |
| Number of terminated vested participants | 2020-12-31 | 1,205 |
| Fundng target for terminated vested participants | 2020-12-31 | 59,228,741 |
| Active participant vested funding target | 2020-12-31 | 30,119,976 |
| Number of active participants | 2020-12-31 | 395 |
| Total funding liabilities for active participants | 2020-12-31 | 32,957,077 |
| Total participant count | 2020-12-31 | 2,134 |
| Total funding target for all participants | 2020-12-31 | 154,611,487 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 7,458,028 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 64,410,726 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 339,430 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 7,118,598 |
| Amount remaining of prefunding balance | 2020-12-31 | 64,410,726 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 8,090,504 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 631,914 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 78,922,463 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 815,000 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 30,922,297 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 5,823,499 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 631,914 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 5,191,585 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 2,066 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 385 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 473 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,078 |
| Total of all active and inactive participants | 2020-01-01 | 1,936 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 81 |
| Total participants | 2020-01-01 | 2,017 |
| Number of participants with account balances | 2020-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 183,243,112 |
| Acturial value of plan assets | 2019-12-31 | 197,327,874 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 59,234,908 |
| Number of terminated vested participants | 2019-12-31 | 1,271 |
| Fundng target for terminated vested participants | 2019-12-31 | 59,670,676 |
| Active participant vested funding target | 2019-12-31 | 29,853,272 |
| Number of active participants | 2019-12-31 | 409 |
| Total funding liabilities for active participants | 2019-12-31 | 32,738,058 |
| Total participant count | 2019-12-31 | 2,194 |
| Total funding target for all participants | 2019-12-31 | 151,643,642 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 8,450,600 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 70,556,168 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 281,000 |
| Amount remaining of carryover balance | 2019-12-31 | 8,169,600 |
| Amount remaining of prefunding balance | 2019-12-31 | 70,556,168 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 7,458,028 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 64,410,726 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 339,430 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 339,430 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 339,430 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 2,121 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 395 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 462 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,134 |
| Total of all active and inactive participants | 2019-01-01 | 1,991 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 75 |
| Total participants | 2019-01-01 | 2,066 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 212,525,564 |
| Acturial value of plan assets | 2018-12-31 | 197,829,578 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 57,229,321 |
| Number of terminated vested participants | 2018-12-31 | 1,324 |
| Fundng target for terminated vested participants | 2018-12-31 | 59,014,329 |
| Active participant vested funding target | 2018-12-31 | 29,426,178 |
| Number of active participants | 2018-12-31 | 428 |
| Total funding liabilities for active participants | 2018-12-31 | 32,284,862 |
| Total participant count | 2018-12-31 | 2,251 |
| Total funding target for all participants | 2018-12-31 | 148,528,512 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 10,992,968 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 60,252,919 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 444,074 |
| Amount remaining of carryover balance | 2018-12-31 | 10,548,894 |
| Amount remaining of prefunding balance | 2018-12-31 | 60,252,919 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 3,902,155 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 8,450,600 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 70,556,168 |
| Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 281,000 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 281,000 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 281,000 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 2,179 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 415 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 447 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,188 |
| Total of all active and inactive participants | 2018-01-01 | 2,050 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 71 |
| Total participants | 2018-01-01 | 2,121 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 191,598,836 |
| Acturial value of plan assets | 2017-12-31 | 193,809,195 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 52,887,019 |
| Number of terminated vested participants | 2017-12-31 | 1,375 |
| Fundng target for terminated vested participants | 2017-12-31 | 55,988,954 |
| Active participant vested funding target | 2017-12-31 | 29,317,738 |
| Number of active participants | 2017-12-31 | 459 |
| Total funding liabilities for active participants | 2017-12-31 | 32,787,802 |
| Total participant count | 2017-12-31 | 2,322 |
| Total funding target for all participants | 2017-12-31 | 141,663,775 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 10,514,509 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 55,196,884 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 444,000 |
| Amount remaining of carryover balance | 2017-12-31 | 10,070,509 |
| Amount remaining of prefunding balance | 2017-12-31 | 55,196,884 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 10,992,968 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 60,252,919 |
| Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 444,000 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 444,000 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 444,000 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 2,246 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 428 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 440 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,244 |
| Total of all active and inactive participants | 2017-01-01 | 2,112 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 67 |
| Total participants | 2017-01-01 | 2,179 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 184,622,667 |
| Acturial value of plan assets | 2016-12-31 | 192,941,619 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 49,785,727 |
| Number of terminated vested participants | 2016-12-31 | 1,442 |
| Fundng target for terminated vested participants | 2016-12-31 | 55,755,968 |
| Active participant vested funding target | 2016-12-31 | 29,098,187 |
| Number of active participants | 2016-12-31 | 473 |
| Total funding liabilities for active participants | 2016-12-31 | 32,537,055 |
| Total participant count | 2016-12-31 | 2,387 |
| Total funding target for all participants | 2016-12-31 | 138,078,750 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 11,072,840 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 55,912,565 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 422,000 |
| Amount remaining of carryover balance | 2016-12-31 | 10,650,840 |
| Amount remaining of prefunding balance | 2016-12-31 | 55,912,565 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 10,514,509 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 55,196,884 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 444,000 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 444,000 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 444,000 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 2,312 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 459 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 428 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,294 |
| Total of all active and inactive participants | 2016-01-01 | 2,181 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 65 |
| Total participants | 2016-01-01 | 2,246 |
| 2015: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2,426 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 473 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 420 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,361 |
| Total of all active and inactive participants | 2015-01-01 | 2,254 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 58 |
| Total participants | 2015-01-01 | 2,312 |
| 2014: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2,629 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 493 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 409 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,467 |
| Total of all active and inactive participants | 2014-01-01 | 2,369 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 57 |
| Total participants | 2014-01-01 | 2,426 |
| 2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3,046 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 522 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 392 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,655 |
| Total of all active and inactive participants | 2013-01-01 | 2,569 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 60 |
| Total participants | 2013-01-01 | 2,629 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3,068 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 548 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 375 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,065 |
| Total of all active and inactive participants | 2012-01-01 | 2,988 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 58 |
| Total participants | 2012-01-01 | 3,046 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3,156 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 602 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 357 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,052 |
| Total of all active and inactive participants | 2011-01-01 | 3,011 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 57 |
| Total participants | 2011-01-01 | 3,068 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
| 2010: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3,285 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 668 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 345 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2,089 |
| Total of all active and inactive participants | 2010-01-01 | 3,102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 54 |
| Total participants | 2010-01-01 | 3,156 |
| Number of participants with account balances | 2010-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 20 |
| 2009: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3,426 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 770 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 336 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,104 |
| Total of all active and inactive participants | 2009-01-01 | 3,210 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 75 |
| Total participants | 2009-01-01 | 3,285 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 21 |
| Measure | Date | Value |
|---|
| 2023 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $1,741,445 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $291,260 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,723,729 |
| Total of all expenses incurred | 2023-12-31 | $10,680,057 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $10,680,057 |
| Value of total assets at end of year | 2023-12-31 | $156,449,090 |
| Value of total assets at beginning of year | 2023-12-31 | $161,955,233 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $94,986,807 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $0 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $1,741,445 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $291,260 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-6,956,328 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $154,707,645 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $161,663,973 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2023-12-31 | $61,462,283 |
| Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $161,955,233 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $3,723,729 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $10,680,057 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WITHUMSMITH+BROWN, P.C. |
| Accountancy firm EIN | 2023-12-31 | 222027092 |
| 2022 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $291,260 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $223,782 |
| Total income from all sources (including contributions) | 2022-12-31 | $-50,953,511 |
| Total of all expenses incurred | 2022-12-31 | $13,066,117 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $11,534,598 |
| Value of total assets at end of year | 2022-12-31 | $161,955,233 |
| Value of total assets at beginning of year | 2022-12-31 | $225,907,383 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,531,519 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $291,260 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $223,782 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-64,019,628 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $161,663,973 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $225,683,601 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $161,955,233 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $225,907,383 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-50,953,511 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $11,534,598 |
| Contract administrator fees | 2022-12-31 | $1,531,519 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WITHUMSMITH+BROWN, P.C. |
| Accountancy firm EIN | 2022-12-31 | 222027092 |
| 2021 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $223,782 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $290,907 |
| Total income from all sources (including contributions) | 2021-12-31 | $11,765,467 |
| Total of all expenses incurred | 2021-12-31 | $13,721,958 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $13,721,958 |
| Value of total assets at end of year | 2021-12-31 | $225,907,383 |
| Value of total assets at beginning of year | 2021-12-31 | $227,930,999 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $223,782 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $290,907 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-1,956,491 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $225,683,601 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $227,640,092 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2021-12-31 | $225,907,383 |
| Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $227,930,999 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $13,721,958 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WITHUMSMITH+BROWN, P.C. |
| Accountancy firm EIN | 2021-12-31 | 222027092 |
| 2020 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $290,907 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $320,155 |
| Total income from all sources (including contributions) | 2020-12-31 | $27,449,156 |
| Total of all expenses incurred | 2020-12-31 | $11,893,618 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,893,618 |
| Value of total assets at end of year | 2020-12-31 | $227,930,999 |
| Value of total assets at beginning of year | 2020-12-31 | $212,404,709 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2020-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $290,907 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $320,155 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $15,555,538 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $227,640,092 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $212,084,554 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2020-12-31 | $227,930,999 |
| Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $212,404,709 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,893,618 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | WITHUMSMITH+BROWN, P.C. |
| Accountancy firm EIN | 2020-12-31 | 222027092 |
| 2019 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $320,155 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $209,225 |
| Total income from all sources (including contributions) | 2019-12-31 | $39,248,931 |
| Total of all expenses incurred | 2019-12-31 | $10,197,236 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,197,236 |
| Value of total assets at end of year | 2019-12-31 | $212,404,709 |
| Value of total assets at beginning of year | 2019-12-31 | $183,242,084 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $320,155 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $209,225 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $29,051,695 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $212,084,554 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $183,032,859 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2019-12-31 | $212,404,709 |
| Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $183,242,084 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,197,236 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | WITHUMSMITH+BROWN, P.C. |
| Accountancy firm EIN | 2019-12-31 | 222027092 |
| 2018 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $209,225 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $224,562 |
| Total income from all sources (including contributions) | 2018-12-31 | $-18,293,859 |
| Total of all expenses incurred | 2018-12-31 | $11,061,755 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $11,061,755 |
| Value of total assets at end of year | 2018-12-31 | $183,242,084 |
| Value of total assets at beginning of year | 2018-12-31 | $212,613,035 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $209,225 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $224,562 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-29,355,614 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $183,032,859 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $212,388,473 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2018-12-31 | $183,242,084 |
| Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $212,613,035 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $11,061,755 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | WITHUMSMITH+BROWN, P.C. |
| Accountancy firm EIN | 2018-12-31 | 222027092 |
| 2017 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $224,562 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $542,603 |
| Total income from all sources (including contributions) | 2017-12-31 | $32,247,556 |
| Total of all expenses incurred | 2017-12-31 | $10,915,316 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $10,915,316 |
| Value of total assets at end of year | 2017-12-31 | $212,613,035 |
| Value of total assets at beginning of year | 2017-12-31 | $191,598,836 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $224,562 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $542,603 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $21,332,240 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $212,388,473 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $191,056,233 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $212,613,035 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $191,598,836 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $10,915,316 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | WITHUMSMITH+BROWN, P.C. |
| Accountancy firm EIN | 2017-12-31 | 222027092 |
| 2016 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $542,603 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $185,413 |
| Total income from all sources (including contributions) | 2016-12-31 | $15,725,924 |
| Total of all expenses incurred | 2016-12-31 | $9,106,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,106,945 |
| Value of total assets at end of year | 2016-12-31 | $191,598,836 |
| Value of total assets at beginning of year | 2016-12-31 | $184,622,667 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $542,603 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $185,413 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $6,618,979 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $191,056,233 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $184,437,254 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $191,598,836 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $184,622,667 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,106,945 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2016-12-31 | 222027092 |
| 2015 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $185,413 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $242,349 |
| Total income from all sources (including contributions) | 2015-12-31 | $-2,839,601 |
| Total of all expenses incurred | 2015-12-31 | $12,176,916 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $12,176,916 |
| Value of total assets at end of year | 2015-12-31 | $184,622,667 |
| Value of total assets at beginning of year | 2015-12-31 | $199,696,120 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $185,413 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $242,349 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-15,016,517 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $184,437,254 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $199,453,771 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $184,622,667 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $199,696,120 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $12,176,916 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2015-12-31 | 222027092 |
| 2014 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $242,349 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $215,473 |
| Total income from all sources (including contributions) | 2014-12-31 | $18,964,753 |
| Total of all expenses incurred | 2014-12-31 | $15,866,958 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $15,866,958 |
| Value of total assets at end of year | 2014-12-31 | $199,696,120 |
| Value of total assets at beginning of year | 2014-12-31 | $196,571,449 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $242,349 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $215,473 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $3,097,795 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $199,453,771 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $196,355,976 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $199,696,120 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $196,571,449 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $15,866,958 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2014-12-31 | 222027092 |
| 2013 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $215,473 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $189,608 |
| Total income from all sources (including contributions) | 2013-12-31 | $36,089,047 |
| Total of all expenses incurred | 2013-12-31 | $22,905,856 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $22,905,856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,000,000 |
| Value of total assets at end of year | 2013-12-31 | $196,571,449 |
| Value of total assets at beginning of year | 2013-12-31 | $183,362,393 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $215,473 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $189,608 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $13,183,191 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $196,355,976 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $183,172,785 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $196,571,449 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $183,362,393 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $2,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $22,905,856 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2013-12-31 | 222027092 |
| 2012 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $189,608 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $168,748 |
| Total income from all sources (including contributions) | 2012-12-31 | $33,254,322 |
| Total of all expenses incurred | 2012-12-31 | $11,980,200 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $11,980,200 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $11,000,000 |
| Value of total assets at end of year | 2012-12-31 | $183,362,393 |
| Value of total assets at beginning of year | 2012-12-31 | $162,067,411 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $189,608 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $168,748 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $21,274,122 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $183,172,785 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $161,898,663 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $183,362,393 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $162,067,411 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $11,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $11,980,200 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2012-12-31 | 222027092 |
| 2011 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $168,748 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $203,654 |
| Total income from all sources (including contributions) | 2011-12-31 | $8,222,838 |
| Total of all expenses incurred | 2011-12-31 | $12,738,812 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $12,738,812 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,665,000 |
| Value of total assets at end of year | 2011-12-31 | $162,067,411 |
| Value of total assets at beginning of year | 2011-12-31 | $166,618,291 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $168,748 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $203,654 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-4,515,974 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $161,898,663 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $166,414,637 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $162,067,411 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $150,283,291 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $5,665,000 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $16,335,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $12,738,812 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2011-12-31 | 222027092 |
| 2010 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $203,654 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $147,454 |
| Total income from all sources (including contributions) | 2010-12-31 | $31,801,223 |
| Total of all expenses incurred | 2010-12-31 | $17,599,306 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $17,599,306 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $11,532,610 |
| Value of total assets at end of year | 2010-12-31 | $150,283,291 |
| Value of total assets at beginning of year | 2010-12-31 | $136,025,174 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $203,654 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $147,454 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $14,201,917 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $150,079,637 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $135,877,720 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $150,283,291 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $132,557,784 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $11,532,610 |
| Employer contributions (assets) at end of year | 2010-12-31 | $16,335,000 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $3,467,390 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $17,599,306 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2010-12-31 | 222027092 |
| 2009 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. RETIREMENT INCOME PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
