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ALERE INC. 401(K) PLAN 401k Plan overview

Plan NameALERE INC. 401(K) PLAN
Plan identification number 001

ALERE INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

ALERE INC. C/O ABBOTT LABORATORIES has sponsored the creation of one or more 401k plans.

Company Name:ALERE INC. C/O ABBOTT LABORATORIES
Employer identification number (EIN):043565120
NAIC Classification:424210
NAIC Description:Drugs and Druggists' Sundries Merchant Wholesalers

Additional information about ALERE INC. C/O ABBOTT LABORATORIES

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3391092

More information about ALERE INC. C/O ABBOTT LABORATORIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALERE INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01CARLY FORLINES
0012017-01-01MAY NGO
0012016-01-01MAY NGO
0012015-01-01MAY NGO
0012014-01-01MAY NGO
0012013-01-01MAY NGO DAVID TEITEL2014-10-14
0012012-01-01MAY NGO
0012011-01-01MAY NGO
0012010-01-01MAY NGO
0012009-01-01MAY NGO

Plan Statistics for ALERE INC. 401(K) PLAN

401k plan membership statisitcs for ALERE INC. 401(K) PLAN

Measure Date Value
2018: ALERE INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,721
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALERE INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,279
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,711
Total of all active and inactive participants2017-01-013,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-013,721
Number of participants with account balances2017-01-013,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01240
2016: ALERE INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,219
Total number of active participants reported on line 7a of the Form 55002016-01-013,974
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,291
Total of all active and inactive participants2016-01-016,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-016,279
Number of participants with account balances2016-01-015,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01429
2015: ALERE INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,422
Total number of active participants reported on line 7a of the Form 55002015-01-013,706
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,499
Total of all active and inactive participants2015-01-016,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-016,219
Number of participants with account balances2015-01-015,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01405
2014: ALERE INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,713
Total number of active participants reported on line 7a of the Form 55002014-01-016,482
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,923
Total of all active and inactive participants2014-01-018,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-018,422
Number of participants with account balances2014-01-017,310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01968
2013: ALERE INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,877
Total number of active participants reported on line 7a of the Form 55002013-01-017,011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,689
Total of all active and inactive participants2013-01-018,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-018,713
Number of participants with account balances2013-01-017,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01959
2012: ALERE INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,946
Total number of active participants reported on line 7a of the Form 55002012-01-017,443
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,419
Total of all active and inactive participants2012-01-018,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-018,877
Number of participants with account balances2012-01-017,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01681
2011: ALERE INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,528
Total number of active participants reported on line 7a of the Form 55002011-01-016,668
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,273
Total of all active and inactive participants2011-01-017,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-017,946
Number of participants with account balances2011-01-016,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01654
2010: ALERE INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017,508
Total number of active participants reported on line 7a of the Form 55002010-01-016,235
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,293
Total of all active and inactive participants2010-01-017,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017,528
Number of participants with account balances2010-01-015,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01616
2009: ALERE INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,626
Total number of active participants reported on line 7a of the Form 55002009-01-016,400
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,108
Total of all active and inactive participants2009-01-017,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017,508
Number of participants with account balances2009-01-015,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01325

Financial Data on ALERE INC. 401(K) PLAN

Measure Date Value
2018 : ALERE INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$285,348
Total income from all sources (including contributions)2018-09-30$2,177,096
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$188,752,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$188,667,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$0
Value of total assets at end of year2018-09-30$0
Value of total assets at beginning of year2018-09-30$186,860,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$85,286
Total interest from all sources2018-09-30$562
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$15,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-09-30$0
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$15,120
Administrative expenses professional fees incurred2018-09-30$21,000
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$472,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$285,348
Administrative expenses (other) incurred2018-09-30$39,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-186,575,233
Value of net assets at end of year (total assets less liabilities)2018-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$186,575,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$155,759,813
Interest on participant loans2018-09-30$562
Value of interest in common/collective trusts at end of year2018-09-30$0
Value of interest in common/collective trusts at beginning of year2018-09-30$30,628,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$2,046,364
Net investment gain or loss from common/collective trusts2018-09-30$115,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$188,667,043
Did the plan have assets held for investment2018-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2018-09-30043499945
2017 : ALERE INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,681,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$285,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$319,816
Total income from all sources (including contributions)2017-12-31$73,534,105
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$167,123,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$166,463,945
Value of total corrective distributions2017-12-31$587,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,656,737
Value of total assets at end of year2017-12-31$186,860,581
Value of total assets at beginning of year2017-12-31$278,802,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,543
Total interest from all sources2017-12-31$140,835
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,392,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,392,577
Administrative expenses professional fees incurred2017-12-31$12,575
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$16,489,039
Participant contributions at end of year2017-12-31$472,170
Participant contributions at beginning of year2017-12-31$4,009,362
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,292,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$285,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$319,816
Administrative expenses (other) incurred2017-12-31$33,968
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-93,589,193
Value of net assets at end of year (total assets less liabilities)2017-12-31$186,575,233
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$278,482,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$155,759,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$223,328,458
Interest on participant loans2017-12-31$139,429
Value of interest in common/collective trusts at end of year2017-12-31$30,628,598
Value of interest in common/collective trusts at beginning of year2017-12-31$51,464,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,317,850
Net investment gain or loss from common/collective trusts2017-12-31$5,026,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,875,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$166,463,945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : ALERE INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$319,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$149,240
Total income from all sources (including contributions)2016-12-31$44,434,283
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$27,291,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,871,318
Value of total corrective distributions2016-12-31$326,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,381,216
Value of total assets at end of year2016-12-31$278,802,291
Value of total assets at beginning of year2016-12-31$261,488,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$93,360
Total interest from all sources2016-12-31$153,257
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,987,150
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$7,987,150
Administrative expenses professional fees incurred2016-12-31$12,800
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$18,432,806
Participant contributions at end of year2016-12-31$4,009,362
Participant contributions at beginning of year2016-12-31$3,861,285
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,639,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$319,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$149,240
Other income not declared elsewhere2016-12-31$322
Administrative expenses (other) incurred2016-12-31$30,560
Total non interest bearing cash at end of year2016-12-31$459
Total non interest bearing cash at beginning of year2016-12-31$4,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$17,143,109
Value of net assets at end of year (total assets less liabilities)2016-12-31$278,482,475
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$261,339,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$223,328,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$210,994,532
Interest on participant loans2016-12-31$153,257
Value of interest in common/collective trusts at end of year2016-12-31$51,464,012
Value of interest in common/collective trusts at beginning of year2016-12-31$46,628,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,508,136
Net investment gain or loss from common/collective trusts2016-12-31$4,404,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,308,773
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,871,318
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER
Accountancy firm EIN2016-12-31043499945
2015 : ALERE INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$149,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$41,326
Total income from all sources (including contributions)2015-12-31$27,800,836
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$86,737,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$86,500,287
Value of total corrective distributions2015-12-31$155,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,811,689
Value of total assets at end of year2015-12-31$261,488,606
Value of total assets at beginning of year2015-12-31$320,317,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,844
Total interest from all sources2015-12-31$146,748
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,744,393
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$10,744,393
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$18,109,044
Participant contributions at end of year2015-12-31$3,861,285
Participant contributions at beginning of year2015-12-31$5,587,954
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$2,760
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,237,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$149,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$41,326
Other income not declared elsewhere2015-12-31$-220,887
Administrative expenses (other) incurred2015-12-31$31,601
Total non interest bearing cash at end of year2015-12-31$4,646
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-58,936,649
Value of net assets at end of year (total assets less liabilities)2015-12-31$261,339,366
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$320,276,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$50,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$210,994,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$259,666,567
Interest on participant loans2015-12-31$146,748
Value of interest in common/collective trusts at end of year2015-12-31$46,628,143
Value of interest in common/collective trusts at beginning of year2015-12-31$55,058,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,696,023
Net investment gain or loss from common/collective trusts2015-12-31$14,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,465,057
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$86,500,287
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER
Accountancy firm EIN2015-12-31043499945
2014 : ALERE INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$370,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$260,470
Total income from all sources (including contributions)2014-12-31$57,838,800
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$40,768,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,603,132
Value of total corrective distributions2014-12-31$43,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$38,455,611
Value of total assets at end of year2014-12-31$320,317,341
Value of total assets at beginning of year2014-12-31$303,095,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$121,887
Total interest from all sources2014-12-31$196,754
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,305,131
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$12,305,131
Administrative expenses professional fees incurred2014-12-31$9,159
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$28,424,517
Participant contributions at end of year2014-12-31$5,587,954
Participant contributions at beginning of year2014-12-31$5,475,908
Participant contributions at end of year2014-12-31$2,760
Participant contributions at beginning of year2014-12-31$1,274
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,059,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$41,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$260,470
Other income not declared elsewhere2014-12-31$219,151
Administrative expenses (other) incurred2014-12-31$62,728
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$1,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,070,173
Value of net assets at end of year (total assets less liabilities)2014-12-31$320,276,015
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$302,835,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$259,666,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$243,572,585
Interest on participant loans2014-12-31$196,753
Value of interest in common/collective trusts at end of year2014-12-31$55,058,817
Value of interest in common/collective trusts at beginning of year2014-12-31$54,042,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,739,595
Net investment gain or loss from common/collective trusts2014-12-31$1,922,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,971,288
Employer contributions (assets) at end of year2014-12-31$1,243
Employer contributions (assets) at beginning of year2014-12-31$2,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$40,603,132
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER
Accountancy firm EIN2014-12-31043499945
2013 : ALERE INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$260,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$553,462
Total income from all sources (including contributions)2013-12-31$93,150,652
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$34,234,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$33,868,687
Expenses. Certain deemed distributions of participant loans2013-12-31$890
Value of total corrective distributions2013-12-31$254,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$40,089,909
Value of total assets at end of year2013-12-31$303,095,866
Value of total assets at beginning of year2013-12-31$244,472,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$110,125
Total interest from all sources2013-12-31$202,174
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,984,229
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$6,984,229
Administrative expenses professional fees incurred2013-12-31$13,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$28,870,461
Participant contributions at end of year2013-12-31$5,475,908
Participant contributions at beginning of year2013-12-31$5,035,459
Participant contributions at end of year2013-12-31$1,274
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,347,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$260,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$553,462
Administrative expenses (other) incurred2013-12-31$47,125
Total non interest bearing cash at end of year2013-12-31$1,736
Total non interest bearing cash at beginning of year2013-12-31$359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$58,916,377
Value of net assets at end of year (total assets less liabilities)2013-12-31$302,835,396
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$243,919,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$243,572,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$191,869,245
Interest on participant loans2013-12-31$202,174
Value of interest in common/collective trusts at end of year2013-12-31$54,042,343
Value of interest in common/collective trusts at beginning of year2013-12-31$47,567,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$38,948,121
Net investment gain or loss from common/collective trusts2013-12-31$6,926,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,871,505
Employer contributions (assets) at end of year2013-12-31$2,020
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$33,868,687
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER
Accountancy firm EIN2013-12-31043499945
2012 : ALERE INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$553,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$468,367
Total income from all sources (including contributions)2012-12-31$70,299,218
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$23,176,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,560,424
Value of total corrective distributions2012-12-31$544,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$42,188,711
Value of total assets at end of year2012-12-31$244,472,481
Value of total assets at beginning of year2012-12-31$197,264,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,525
Total interest from all sources2012-12-31$167,191
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,920,853
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$3,920,853
Administrative expenses professional fees incurred2012-12-31$12,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$26,933,599
Participant contributions at end of year2012-12-31$5,035,459
Participant contributions at beginning of year2012-12-31$3,679,176
Participant contributions at beginning of year2012-12-31$41,688
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,922,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$44,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$553,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$468,367
Administrative expenses (other) incurred2012-12-31$59,025
Total non interest bearing cash at end of year2012-12-31$359
Total non interest bearing cash at beginning of year2012-12-31$4,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$47,122,452
Value of net assets at end of year (total assets less liabilities)2012-12-31$243,919,019
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$196,796,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$191,869,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$153,103,764
Interest on participant loans2012-12-31$167,191
Value of interest in common/collective trusts at end of year2012-12-31$47,567,418
Value of interest in common/collective trusts at beginning of year2012-12-31$40,380,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,164,756
Net investment gain or loss from common/collective trusts2012-12-31$3,857,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,332,287
Employer contributions (assets) at beginning of year2012-12-31$10,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,560,424
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER
Accountancy firm EIN2012-12-31043499945
2011 : ALERE INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$10,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$468,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$726,499
Total income from all sources (including contributions)2011-12-31$29,256,305
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$19,717,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,191,281
Value of total corrective distributions2011-12-31$484,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$33,858,173
Value of total assets at end of year2011-12-31$197,264,934
Value of total assets at beginning of year2011-12-31$187,995,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,050
Total interest from all sources2011-12-31$144,946
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,042,695
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$2,042,695
Administrative expenses professional fees incurred2011-12-31$12,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$23,680,069
Participant contributions at end of year2011-12-31$3,679,176
Participant contributions at beginning of year2011-12-31$3,279,148
Participant contributions at end of year2011-12-31$41,688
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,272,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$44,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$49,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$468,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$726,499
Administrative expenses (other) incurred2011-12-31$29,550
Total non interest bearing cash at end of year2011-12-31$4,821
Total non interest bearing cash at beginning of year2011-12-31$1,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$9,538,330
Value of net assets at end of year (total assets less liabilities)2011-12-31$196,796,567
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$187,269,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$153,103,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$146,454,259
Interest on participant loans2011-12-31$144,946
Value of interest in common/collective trusts at end of year2011-12-31$40,380,952
Value of interest in common/collective trusts at beginning of year2011-12-31$38,211,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,819,372
Net investment gain or loss from common/collective trusts2011-12-31$29,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,905,285
Employer contributions (assets) at end of year2011-12-31$10,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,191,281
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER
Accountancy firm EIN2011-12-31043499945
2010 : ALERE INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$4,229,332
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$726,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$709,812
Total income from all sources (including contributions)2010-12-31$52,038,146
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,428,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,646,505
Value of total corrective distributions2010-12-31$742,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,652,229
Value of total assets at end of year2010-12-31$187,995,596
Value of total assets at beginning of year2010-12-31$156,598,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$39,550
Total interest from all sources2010-12-31$145,653
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,387,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,387,925
Administrative expenses professional fees incurred2010-12-31$12,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$21,518,435
Participant contributions at end of year2010-12-31$3,279,148
Participant contributions at beginning of year2010-12-31$2,871,694
Participant contributions at beginning of year2010-12-31$386,050
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,646,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$49,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$40,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$726,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$709,812
Administrative expenses (other) incurred2010-12-31$27,050
Total non interest bearing cash at end of year2010-12-31$1,376
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$35,609,444
Value of net assets at end of year (total assets less liabilities)2010-12-31$187,269,097
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$155,888,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$146,454,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$121,334,921
Interest on participant loans2010-12-31$145,653
Value of interest in common/collective trusts at end of year2010-12-31$38,211,424
Value of interest in common/collective trusts at beginning of year2010-12-31$31,823,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$14,866,636
Net investment gain or loss from common/collective trusts2010-12-31$3,985,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,487,381
Employer contributions (assets) at beginning of year2010-12-31$142,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,646,505
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARON & BLETZER
Accountancy firm EIN2010-12-31043499945
2009 : ALERE INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ALERE INC. 401(K) PLAN

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

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