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OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 401k Plan overview

Plan NameOTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN
Plan identification number 014

OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

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

Company Name:RTX CORPORATION
Employer identification number (EIN):060570975
NAIC Classification:333200

Additional information about RTX CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0334827

More information about RTX CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0142018-10-01
0142017-10-01
0142017-10-01
0142016-10-01FRED DAUSSAN
0142015-10-01FRED DAUSSAN
0142014-10-01FRED DAUSSAN
0142013-10-01FREDERIC DAUSSAN
0142012-10-01MARY A SMOOLCA
0142011-10-01MARY SMOOLCA
0142010-10-01PETER HOLOWESKO
0142009-10-01PETER HOLOWESKO
0142008-10-01

Plan Statistics for OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

401k plan membership statisitcs for OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

Measure Date Value
2019: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2019 401k membership
Market value of plan assets2019-09-302,331,691
Acturial value of plan assets2019-09-302,247,883
Funding target for retired participants and beneficiaries receiving payment2019-09-301,071,922
Number of terminated vested participants2019-09-3046
Fundng target for terminated vested participants2019-09-30497,234
Active participant vested funding target2019-09-30567,107
Number of active participants2019-09-3032
Total funding liabilities for active participants2019-09-30574,504
Total participant count2019-09-30123
Total funding target for all participants2019-09-302,143,660
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-3070,685
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3074,891
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-308,600
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-307,916
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30102,811
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-307,916
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01123
Total number of active participants reported on line 7a of the Form 55002018-10-0135
Number of retired or separated participants receiving benefits2018-10-0142
Number of other retired or separated participants entitled to future benefits2018-10-0146
Total of all active and inactive participants2018-10-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-013
Total participants2018-10-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-302,157,316
Acturial value of plan assets2018-09-302,051,409
Funding target for retired participants and beneficiaries receiving payment2018-09-301,058,319
Number of terminated vested participants2018-09-3044
Fundng target for terminated vested participants2018-09-30444,107
Active participant vested funding target2018-09-30533,811
Number of active participants2018-09-3035
Total funding liabilities for active participants2018-09-30548,906
Total participant count2018-09-30121
Total funding target for all participants2018-09-302,051,332
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-301,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-301,927
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30191,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30173,655
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30103,047
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30102,970
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-30102,970
Contributions allocatedtoward minimum required contributions for current year2018-09-30173,655
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01121
Total number of active participants reported on line 7a of the Form 55002017-10-0132
Number of retired or separated participants receiving benefits2017-10-0141
Number of other retired or separated participants entitled to future benefits2017-10-0145
Total of all active and inactive participants2017-10-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-015
Total participants2017-10-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-302,063,149
Acturial value of plan assets2017-09-302,063,374
Funding target for retired participants and beneficiaries receiving payment2017-09-301,047,247
Number of terminated vested participants2017-09-3045
Fundng target for terminated vested participants2017-09-30429,783
Active participant vested funding target2017-09-30479,086
Number of active participants2017-09-3034
Total funding liabilities for active participants2017-09-30483,631
Total participant count2017-09-30120
Total funding target for all participants2017-09-301,960,661
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-30159,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30169,219
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-302,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-301,816
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30100,502
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-301,816
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01120
Total number of active participants reported on line 7a of the Form 55002016-10-0135
Number of retired or separated participants receiving benefits2016-10-0140
Number of other retired or separated participants entitled to future benefits2016-10-0143
Total of all active and inactive participants2016-10-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-013
Total participants2016-10-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01118
Total number of active participants reported on line 7a of the Form 55002015-10-0134
Number of retired or separated participants receiving benefits2015-10-0139
Number of other retired or separated participants entitled to future benefits2015-10-0144
Total of all active and inactive participants2015-10-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-013
Total participants2015-10-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01118
Total number of active participants reported on line 7a of the Form 55002014-10-0132
Number of retired or separated participants receiving benefits2014-10-0138
Number of other retired or separated participants entitled to future benefits2014-10-0145
Total of all active and inactive participants2014-10-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-013
Total participants2014-10-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01119
Total number of active participants reported on line 7a of the Form 55002013-10-0134
Number of retired or separated participants receiving benefits2013-10-0137
Number of other retired or separated participants entitled to future benefits2013-10-0144
Total of all active and inactive participants2013-10-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-013
Total participants2013-10-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-011
2012: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01117
Total number of active participants reported on line 7a of the Form 55002012-10-0135
Number of retired or separated participants receiving benefits2012-10-0138
Number of other retired or separated participants entitled to future benefits2012-10-0143
Total of all active and inactive participants2012-10-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-013
Total participants2012-10-01119
Number of participants with account balances2012-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01115
Total number of active participants reported on line 7a of the Form 55002011-10-0134
Number of retired or separated participants receiving benefits2011-10-0137
Number of other retired or separated participants entitled to future benefits2011-10-0143
Total of all active and inactive participants2011-10-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-013
Total participants2011-10-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01107
Total number of active participants reported on line 7a of the Form 55002010-10-0132
Number of retired or separated participants receiving benefits2010-10-0135
Number of other retired or separated participants entitled to future benefits2010-10-0145
Total of all active and inactive participants2010-10-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-013
Total participants2010-10-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-011
2009: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01109
Total number of active participants reported on line 7a of the Form 55002009-10-0144
Number of retired or separated participants receiving benefits2009-10-0131
Number of other retired or separated participants entitled to future benefits2009-10-0130
Total of all active and inactive participants2009-10-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-012
Total participants2009-10-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-012

Financial Data on OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

Measure Date Value
2019 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$20,750
Total income from all sources (including contributions)2019-09-30$21,659
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$207,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$115,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$0
Value of total assets at end of year2019-09-30$2,132,611
Value of total assets at beginning of year2019-09-30$2,338,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$91,202
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$42,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$42,715
Administrative expenses professional fees incurred2019-09-30$69,864
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$90,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Assets. Other investments not covered elsewhere at end of year2019-09-30$1,699,720
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$1,739,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$7,219
Administrative expenses (other) incurred2019-09-30$21,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-185,342
Value of net assets at end of year (total assets less liabilities)2019-09-30$2,132,611
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$2,317,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$340,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$354,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$91,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$46,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$46,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-21,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$191,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$115,799
Liabilities. Value of benefit claims payable at end of year2019-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$20,750
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30KPMG LLC
Accountancy firm EIN2019-09-30135565207
2018 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION 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$20,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$15,571
Total income from all sources (including contributions)2018-09-30$381,901
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$205,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$136,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$191,000
Value of total assets at end of year2018-09-30$2,338,703
Value of total assets at beginning of year2018-09-30$2,157,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$69,745
Total interest from all sources2018-09-30$11,325
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$36,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$36,720
Administrative expenses professional fees incurred2018-09-30$48,986
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$90,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-09-30$1,739,954
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$970,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$7,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$311
Administrative expenses (other) incurred2018-09-30$20,759
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$176,137
Value of net assets at end of year (total assets less liabilities)2018-09-30$2,317,953
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,141,816
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$354,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$982,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$46,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$202,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$202,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$11,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$142,856
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
Contributions received in cash from employer2018-09-30$191,000
Employer contributions (assets) at end of year2018-09-30$191,000
Employer contributions (assets) at beginning of year2018-09-30$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$136,019
Liabilities. Value of benefit claims payable at end of year2018-09-30$20,750
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$15,571
Did the plan have assets held for investment2018-09-30Yes
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 PBGC2018-09-30No
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 name2018-09-30KPMG LLC
Accountancy firm EIN2018-09-30135565207
2017 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2017 401k financial data
Total income from all sources2017-09-30$241,833
Expenses. Total of all expenses incurred2017-09-30$157,561
Benefits paid (including direct rollovers)2017-09-30$110,023
Total plan assets at end of year2017-09-30$2,157,388
Total plan assets at beginning of year2017-09-30$2,073,116
Value of fidelity bond covering the plan2017-09-30$90,000,000
Expenses. Other expenses not covered elsewhere2017-09-30$47,538
Other income received2017-09-30$239,833
Net income (gross income less expenses)2017-09-30$84,272
Net plan assets at end of year (total assets less liabilities)2017-09-30$2,157,388
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,073,116
Total contributions received or receivable from employer(s)2017-09-30$2,000
2016 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2016 401k financial data
Total income from all sources2016-09-30$445,237
Expenses. Total of all expenses incurred2016-09-30$207,103
Benefits paid (including direct rollovers)2016-09-30$109,190
Total plan assets at end of year2016-09-30$2,073,116
Total plan assets at beginning of year2016-09-30$1,834,982
Value of fidelity bond covering the plan2016-09-30$90,000,000
Expenses. Other expenses not covered elsewhere2016-09-30$97,913
Other income received2016-09-30$200,237
Net income (gross income less expenses)2016-09-30$238,134
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,073,116
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,834,982
Total contributions received or receivable from employer(s)2016-09-30$245,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2015 401k financial data
Total income from all sources2015-09-30$-29,750
Expenses. Total of all expenses incurred2015-09-30$161,881
Benefits paid (including direct rollovers)2015-09-30$97,486
Total plan assets at end of year2015-09-30$1,834,982
Total plan assets at beginning of year2015-09-30$2,026,613
Value of fidelity bond covering the plan2015-09-30$90,000,000
Expenses. Other expenses not covered elsewhere2015-09-30$64,395
Other income received2015-09-30$-29,750
Net income (gross income less expenses)2015-09-30$-191,631
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,834,982
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,026,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2014 401k financial data
Total income from all sources2014-09-30$230,754
Expenses. Total of all expenses incurred2014-09-30$146,440
Benefits paid (including direct rollovers)2014-09-30$94,570
Total plan assets at end of year2014-09-30$2,026,613
Total plan assets at beginning of year2014-09-30$1,942,299
Value of fidelity bond covering the plan2014-09-30$90,000,000
Expenses. Other expenses not covered elsewhere2014-09-30$51,870
Other income received2014-09-30$214,888
Net income (gross income less expenses)2014-09-30$84,314
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,026,613
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,942,299
Total contributions received or receivable from employer(s)2014-09-30$15,866
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2013 401k financial data
Total income from all sources2013-09-30$391,531
Expenses. Total of all expenses incurred2013-09-30$190,888
Benefits paid (including direct rollovers)2013-09-30$94,570
Total plan assets at end of year2013-09-30$1,942,299
Total plan assets at beginning of year2013-09-30$1,741,656
Value of fidelity bond covering the plan2013-09-30$90,000,000
Expenses. Other expenses not covered elsewhere2013-09-30$96,318
Other income received2013-09-30$201,287
Net income (gross income less expenses)2013-09-30$200,643
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,942,299
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,741,656
Total contributions received or receivable from employer(s)2013-09-30$190,244
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$-17,996
Total income from all sources2012-09-30$513,977
Expenses. Total of all expenses incurred2012-09-30$177,060
Benefits paid (including direct rollovers)2012-09-30$92,485
Total plan assets at end of year2012-09-30$1,741,656
Total plan assets at beginning of year2012-09-30$1,422,735
Value of fidelity bond covering the plan2012-09-30$90,000,000
Expenses. Other expenses not covered elsewhere2012-09-30$84,575
Other income received2012-09-30$123,431
Net income (gross income less expenses)2012-09-30$336,917
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,741,656
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,422,735
Total contributions received or receivable from employer(s)2012-09-30$390,546
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$-26,242
Total income from all sources2011-09-30$349,457
Expenses. Total of all expenses incurred2011-09-30$147,025
Benefits paid (including direct rollovers)2011-09-30$78,971
Total plan assets at end of year2011-09-30$1,422,735
Total plan assets at beginning of year2011-09-30$1,246,545
Value of fidelity bond covering the plan2011-09-30$90,000,000
Expenses. Other expenses not covered elsewhere2011-09-30$68,054
Other income received2011-09-30$88,445
Net income (gross income less expenses)2011-09-30$202,432
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,422,735
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,246,545
Total contributions received or receivable from employer(s)2011-09-30$261,012
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

2018: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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