IBM PERSONAL PENSION PLAN 401k Plan overview

Plan Name	IBM PERSONAL PENSION PLAN
Plan identification number	001

IBM PERSONAL PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance). Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation). 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

INTERNATIONAL BUSINESS MACHINES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:	INTERNATIONAL BUSINESS MACHINES CORPORATION
Employer identification number (EIN):	130871985
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBM PERSONAL PENSION PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	ALISON YARA
001	2023-01-01
001	2023-01-01	ALISON YARA
001	2022-01-01
001	2022-01-01	ALISON YARA
001	2021-01-01
001	2021-01-01	ALISON YARA
001	2020-01-01
001	2019-01-01
001	2017-01-01	GREGG NELSON
001	2016-01-01	GREGG NELSON
001	2015-01-01	GREGG NELSON
001	2014-01-01	RICHARD CARROLL
001	2013-01-01	RICHARD CARROLL
001	2012-01-01	RICHARD CARROLL
001	2011-01-01	RICHARD CARROLL
001	2009-01-01	RICHARD CARROLL

Plan Statistics for IBM PERSONAL PENSION PLAN

401k plan membership statisitcs for IBM PERSONAL PENSION PLAN

Measure	Date	Value
2023: IBM PERSONAL PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	144,002
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	13,377
Number of retired or separated participants receiving benefits	2023-01-01	67,836
Number of other retired or separated participants entitled to future benefits	2023-01-01	47,992
Total of all active and inactive participants	2023-01-01	129,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	11,361
Total participants	2023-01-01	140,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: IBM PERSONAL PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	51,851,367,579
Acturial value of plan assets	2022-12-31	51,851,367,579
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	30,622,995,289
Number of terminated vested participants	2022-12-31	59,926
Fundng target for terminated vested participants	2022-12-31	3,533,619,374
Active participant vested funding target	2022-12-31	2,059,592,409
Number of active participants	2022-12-31	16,431
Total funding liabilities for active participants	2022-12-31	2,059,592,409
Total participant count	2022-12-31	250,506
Total funding target for all participants	2022-12-31	36,216,207,072
Balance at beginning of prior year after applicable adjustments	2022-12-31	19,766,034,341
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	139,024,266
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	19,627,010,075
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	20,021,512,978
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	133,114,563
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	133,114,563
Carryover balance elected to use to offset funding requirement	2022-12-31	133,114,563
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	250,506
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	14,881
Number of retired or separated participants receiving benefits	2022-01-01	65,938
Number of other retired or separated participants entitled to future benefits	2022-01-01	52,530
Total of all active and inactive participants	2022-01-01	133,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	10,653
Total participants	2022-01-01	144,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: IBM PERSONAL PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	54,384,640,552
Acturial value of plan assets	2021-12-31	54,384,640,552
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	31,147,606,191
Number of terminated vested participants	2021-12-31	60,936
Fundng target for terminated vested participants	2021-12-31	3,406,904,400
Active participant vested funding target	2021-12-31	2,742,987,487
Number of active participants	2021-12-31	21,398
Total funding liabilities for active participants	2021-12-31	2,742,987,487
Total participant count	2021-12-31	257,221
Total funding target for all participants	2021-12-31	37,297,498,078
Balance at beginning of prior year after applicable adjustments	2021-12-31	17,735,524,057
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	145,389,376
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	17,590,134,681
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	19,766,034,341
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	139,024,266
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	139,024,266
Carryover balance elected to use to offset funding requirement	2021-12-31	139,024,266
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	257,221
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16,431
Number of retired or separated participants receiving benefits	2021-01-01	146,131
Number of other retired or separated participants entitled to future benefits	2021-01-01	57,410
Total of all active and inactive participants	2021-01-01	219,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	30,534
Total participants	2021-01-01	250,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: IBM PERSONAL PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	51,783,799,655
Acturial value of plan assets	2020-12-31	51,783,799,655
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	32,534,805,911
Number of terminated vested participants	2020-12-31	64,131
Fundng target for terminated vested participants	2020-12-31	3,676,992,775
Active participant vested funding target	2020-12-31	3,340,917,850
Number of active participants	2020-12-31	24,655
Total funding liabilities for active participants	2020-12-31	3,340,917,850
Total participant count	2020-12-31	263,841
Total funding target for all participants	2020-12-31	39,552,716,536
Balance at beginning of prior year after applicable adjustments	2020-12-31	15,522,229,919
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	136,158,906
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	15,386,071,013
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	17,735,524,057
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	145,389,376
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	145,389,376
Carryover balance elected to use to offset funding requirement	2020-12-31	145,389,376
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	263,841
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	21,398
Number of retired or separated participants receiving benefits	2020-01-01	147,574
Number of other retired or separated participants entitled to future benefits	2020-01-01	58,488
Total of all active and inactive participants	2020-01-01	227,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	29,761
Total participants	2020-01-01	257,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: IBM PERSONAL PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	48,213,298,532
Acturial value of plan assets	2019-12-31	48,213,298,532
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	32,898,891,404
Number of terminated vested participants	2019-12-31	67,586
Fundng target for terminated vested participants	2019-12-31	3,810,007,468
Active participant vested funding target	2019-12-31	3,662,698,829
Number of active participants	2019-12-31	27,047
Total funding liabilities for active participants	2019-12-31	3,662,698,829
Total participant count	2019-12-31	269,426
Total funding target for all participants	2019-12-31	40,371,597,701
Balance at beginning of prior year after applicable adjustments	2019-12-31	15,935,674,392
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	146,609,272
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	15,789,065,120
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	15,522,229,919
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	136,158,906
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	136,158,906
Carryover balance elected to use to offset funding requirement	2019-12-31	136,158,906
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	269,426
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	24,655
Number of retired or separated participants receiving benefits	2019-01-01	148,472
Number of other retired or separated participants entitled to future benefits	2019-01-01	61,745
Total of all active and inactive participants	2019-01-01	234,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	28,969
Total participants	2019-01-01	263,841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: IBM PERSONAL PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	52,694,191,724
Acturial value of plan assets	2018-12-31	52,694,191,724
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	33,027,188,483
Number of terminated vested participants	2018-12-31	71,363
Fundng target for terminated vested participants	2018-12-31	4,137,556,302
Active participant vested funding target	2018-12-31	4,156,012,410
Number of active participants	2018-12-31	30,840
Total funding liabilities for active participants	2018-12-31	4,156,012,410
Total participant count	2018-12-31	275,587
Total funding target for all participants	2018-12-31	41,320,757,195
Balance at beginning of prior year after applicable adjustments	2018-12-31	14,645,064,360
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	140,946,410
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	14,504,117,950
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	15,935,674,392
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	146,609,272
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	146,609,272
Carryover balance elected to use to offset funding requirement	2018-12-31	146,609,272
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: IBM PERSONAL PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	51,404,684,193
Acturial value of plan assets	2017-12-31	51,404,684,193
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	31,674,970,822
Number of terminated vested participants	2017-12-31	74,334
Fundng target for terminated vested participants	2017-12-31	4,214,620,445
Active participant vested funding target	2017-12-31	4,487,003,470
Number of active participants	2017-12-31	34,732
Total funding liabilities for active participants	2017-12-31	4,487,003,470
Total participant count	2017-12-31	281,793
Total funding target for all participants	2017-12-31	40,376,594,737
Balance at beginning of prior year after applicable adjustments	2017-12-31	13,898,401,704
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	151,040,059
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	13,747,361,645
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	14,645,064,360
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	140,946,410
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	140,946,410
Carryover balance elected to use to offset funding requirement	2017-12-31	140,946,410
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	281,793
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	30,840
Number of retired or separated participants receiving benefits	2017-01-01	148,638
Number of other retired or separated participants entitled to future benefits	2017-01-01	68,728
Total of all active and inactive participants	2017-01-01	248,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	27,381
Total participants	2017-01-01	275,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: IBM PERSONAL PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	51,715,904,208
Acturial value of plan assets	2016-12-31	51,715,904,208
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	31,319,578,260
Number of terminated vested participants	2016-12-31	75,969
Fundng target for terminated vested participants	2016-12-31	4,242,437,363
Active participant vested funding target	2016-12-31	5,130,457,872
Number of active participants	2016-12-31	40,266
Total funding liabilities for active participants	2016-12-31	5,130,457,872
Total participant count	2016-12-31	287,809
Total funding target for all participants	2016-12-31	40,692,473,495
Balance at beginning of prior year after applicable adjustments	2016-12-31	14,000,606,129
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	14,000,606,129
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	13,898,401,704
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	151,040,059
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	151,040,059
Carryover balance elected to use to offset funding requirement	2016-12-31	151,040,059
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	287,809
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	34,732
Number of retired or separated participants receiving benefits	2016-01-01	148,742
Number of other retired or separated participants entitled to future benefits	2016-01-01	71,756
Total of all active and inactive participants	2016-01-01	255,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	26,563
Total participants	2016-01-01	281,793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: IBM PERSONAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	294,925
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	40,266
Number of retired or separated participants receiving benefits	2015-01-01	148,354
Number of other retired or separated participants entitled to future benefits	2015-01-01	73,375
Total of all active and inactive participants	2015-01-01	261,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	25,814
Total participants	2015-01-01	287,809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IBM PERSONAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	301,331
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	49,423
Number of retired or separated participants receiving benefits	2014-01-01	146,359
Number of other retired or separated participants entitled to future benefits	2014-01-01	74,063
Total of all active and inactive participants	2014-01-01	269,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	25,080
Total participants	2014-01-01	294,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IBM PERSONAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	306,725
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	56,354
Number of retired or separated participants receiving benefits	2013-01-01	144,253
Number of other retired or separated participants entitled to future benefits	2013-01-01	76,560
Total of all active and inactive participants	2013-01-01	277,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	24,164
Total participants	2013-01-01	301,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IBM PERSONAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	312,090
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	63,745
Number of retired or separated participants receiving benefits	2012-01-01	142,508
Number of other retired or separated participants entitled to future benefits	2012-01-01	77,066
Total of all active and inactive participants	2012-01-01	283,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	23,406
Total participants	2012-01-01	306,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: IBM PERSONAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	317,217
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	69,903
Number of retired or separated participants receiving benefits	2011-01-01	140,907
Number of other retired or separated participants entitled to future benefits	2011-01-01	78,406
Total of all active and inactive participants	2011-01-01	289,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	22,874
Total participants	2011-01-01	312,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: IBM PERSONAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	327,820
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	81,136
Number of retired or separated participants receiving benefits	2009-01-01	138,271
Number of other retired or separated participants entitled to future benefits	2009-01-01	84,508
Total of all active and inactive participants	2009-01-01	303,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	18,345
Total participants	2009-01-01	322,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on IBM PERSONAL PENSION PLAN

Measure	Date	Value
2023 : IBM PERSONAL PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$1,496,071,392
Total unrealized appreciation/depreciation of assets	2023-12-31	$1,496,071,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$484,502,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$320,307,776
Total income from all sources (including contributions)	2023-12-31	$1,068,583,607
Total loss/gain on sale of assets	2023-12-31	$-1,124,888,819
Total of all expenses incurred	2023-12-31	$1,788,772,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,711,410,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$0
Value of total assets at end of year	2023-12-31	$24,955,758,896
Value of total assets at beginning of year	2023-12-31	$25,511,753,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$77,362,251
Total interest from all sources	2023-12-31	$541,218,786
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$32,746,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$22,302,316
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$21,032,150
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$21,362,784
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$1,820,026,866
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$2,193,488,847
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$480,935,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$449,624,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$484,502,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$320,307,776
Other income not declared elsewhere	2023-12-31	$85,002,831
Administrative expenses (other) incurred	2023-12-31	$17,603,275
Total non interest bearing cash at end of year	2023-12-31	$10,749,249
Total non interest bearing cash at beginning of year	2023-12-31	$8,654,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-720,188,742
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$24,471,256,720
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$25,191,445,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2023-12-31	$134,529,732
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$1,715,198,966
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$3,161,343,479
Investment advisory and management fees	2023-12-31	$39,354,612
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$479,617,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$344,599,038
Value of interest in pooled separate accounts at end of year	2023-12-31	$866,929,793
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$812,445,170
Interest earned on other investments	2023-12-31	$12,650,127
Income. Interest from US Government securities	2023-12-31	$102,114,037
Income. Interest from corporate debt instruments	2023-12-31	$397,671,106
Value of interest in common/collective trusts at end of year	2023-12-31	$655,995,850
Value of interest in common/collective trusts at beginning of year	2023-12-31	$622,233,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$480,528,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$528,340,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$528,340,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$28,783,516
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$98,599,623
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$168,890,017
Asset value of US Government securities at end of year	2023-12-31	$9,775,422,793
Asset value of US Government securities at beginning of year	2023-12-31	$8,912,939,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$20,441,075
Net investment gain/loss from pooled separate accounts	2023-12-31	$54,484,623
Net investment gain or loss from common/collective trusts	2023-12-31	$33,762,597
Net gain/loss from 103.12 investment entities	2023-12-31	$-70,255,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$16,692,209
Assets. Invements in employer securities at beginning of year	2023-12-31	$6,370,905
Income. Dividends from preferred stock	2023-12-31	$1,027,472
Income. Dividends from common stock	2023-12-31	$9,416,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,711,410,098
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$210,580,038
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$244,711,937
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$7,708,292,141
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$7,532,040,460
Contract administrator fees	2023-12-31	$46,814
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$615,157,612
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$504,707,326
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$24,334,399,957
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$25,459,288,776
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2023-12-31	134008324
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$1,496,071,392
Total unrealized appreciation/depreciation of assets	2023-01-01	$1,496,071,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$484,502,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$320,307,776
Total income from all sources (including contributions)	2023-01-01	$1,068,583,607
Total loss/gain on sale of assets	2023-01-01	$-1,124,888,819
Total of all expenses incurred	2023-01-01	$1,788,772,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,711,410,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$0
Value of total assets at end of year	2023-01-01	$24,955,758,896
Value of total assets at beginning of year	2023-01-01	$25,511,753,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$77,362,251
Total interest from all sources	2023-01-01	$541,218,786
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$32,746,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$22,302,316
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-01-01	$21,032,150
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-01-01	$21,362,784
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$150,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$1,820,026,866
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$2,193,488,847
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$480,935,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-01-01	$449,624,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$484,502,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$320,307,776
Other income not declared elsewhere	2023-01-01	$85,002,831
Administrative expenses (other) incurred	2023-01-01	$17,603,275
Total non interest bearing cash at end of year	2023-01-01	$10,749,249
Total non interest bearing cash at beginning of year	2023-01-01	$8,654,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$-720,188,742
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$24,471,256,720
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$25,191,445,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2023-01-01	$134,529,732
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Assets. partnership/joint venture interests at end of year	2023-01-01	$1,715,198,966
Assets. partnership/joint venture interests at beginning of year	2023-01-01	$3,161,343,479
Investment advisory and management fees	2023-01-01	$39,354,612
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$479,617,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$344,599,038
Value of interest in pooled separate accounts at end of year	2023-01-01	$866,929,793
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$812,445,170
Interest earned on other investments	2023-01-01	$12,650,127
Income. Interest from US Government securities	2023-01-01	$102,114,037
Income. Interest from corporate debt instruments	2023-01-01	$397,671,106
Value of interest in common/collective trusts at end of year	2023-01-01	$655,995,850
Value of interest in common/collective trusts at beginning of year	2023-01-01	$622,233,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$480,528,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$28,783,516
Assets. Value of investments in 103.12 investment entities at end of year	2023-01-01	$98,599,623
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-01-01	$168,890,017
Asset value of US Government securities at end of year	2023-01-01	$9,775,422,793
Asset value of US Government securities at beginning of year	2023-01-01	$8,912,939,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$20,441,075
Net investment gain/loss from pooled separate accounts	2023-01-01	$54,484,623
Net investment gain or loss from common/collective trusts	2023-01-01	$33,762,597
Net gain/loss from 103.12 investment entities	2023-01-01	$-70,255,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	Yes
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Assets. Invements in employer securities at end of year	2023-01-01	$16,692,209
Assets. Invements in employer securities at beginning of year	2023-01-01	$6,370,905
Income. Dividends from preferred stock	2023-01-01	$1,027,472
Income. Dividends from common stock	2023-01-01	$9,416,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,711,410,098
Asset. Corporate debt instrument preferred debt at end of year	2023-01-01	$210,580,038
Asset. Corporate debt instrument preferred debt at beginning of year	2023-01-01	$244,711,937
Asset. Corporate debt instrument debt (other) at end of year	2023-01-01	$7,708,292,141
Asset. Corporate debt instrument debt (other) at beginning of year	2023-01-01	$7,532,040,460
Contract administrator fees	2023-01-01	$46,814
Assets. Corporate common stocks other than exployer securities at end of year	2023-01-01	$615,157,612
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$504,707,326
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$24,334,399,957
Aggregate carrying amount (costs) on sale of assets	2023-01-01	$25,459,288,776
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2023-01-01	134008324
2022 : IBM PERSONAL PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-6,186,491,477
Total unrealized appreciation/depreciation of assets	2022-12-31	$-6,186,491,477
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$320,307,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,339,442,293
Total income from all sources (including contributions)	2022-12-31	$-6,837,666,469
Total loss/gain on sale of assets	2022-12-31	$-1,202,947,391
Total of all expenses incurred	2022-12-31	$19,862,967,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$19,744,136,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$25,511,753,238
Value of total assets at beginning of year	2022-12-31	$53,231,521,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$118,831,105
Total interest from all sources	2022-12-31	$835,919,175
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$57,624,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$25,784,451
Administrative expenses professional fees incurred	2022-12-31	$2,731,742
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$21,362,784
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$13,823,622
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,193,488,847
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$511,109,061
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$449,624,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$1,097,575,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$320,307,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,311,428,758
Other income not declared elsewhere	2022-12-31	$-128,926
Administrative expenses (other) incurred	2022-12-31	$40,902,669
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$28,013,535
Total non interest bearing cash at end of year	2022-12-31	$8,654,620
Total non interest bearing cash at beginning of year	2022-12-31	$3,644,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-26,700,633,714
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,191,445,462
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$51,892,079,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2022-12-31	$132,360,331
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$3,161,343,479
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$4,064,544,856
Investment advisory and management fees	2022-12-31	$64,239,702
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$344,599,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,194,813,635
Value of interest in pooled separate accounts at end of year	2022-12-31	$812,445,170
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,149,299,929
Interest earned on other investments	2022-12-31	$19,458,672
Income. Interest from US Government securities	2022-12-31	$280,521,040
Income. Interest from corporate debt instruments	2022-12-31	$527,732,811
Value of interest in common/collective trusts at end of year	2022-12-31	$622,233,253
Value of interest in common/collective trusts at beginning of year	2022-12-31	$861,397,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$528,340,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,227,298,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,227,298,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$8,206,652
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$168,890,017
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$1,581,947,539
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$16,312,000,000
Asset value of US Government securities at end of year	2022-12-31	$8,912,939,750
Asset value of US Government securities at beginning of year	2022-12-31	$21,648,525,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-117,599,320
Net investment gain/loss from pooled separate accounts	2022-12-31	$-32,218,750
Net investment gain or loss from common/collective trusts	2022-12-31	$-199,728,731
Net gain/loss from 103.12 investment entities	2022-12-31	$7,904,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$6,370,905
Assets. Invements in employer securities at beginning of year	2022-12-31	$20,780,320
Income. Dividends from preferred stock	2022-12-31	$1,047,577
Income. Dividends from common stock	2022-12-31	$30,792,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,432,136,140
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$244,711,937
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$652,927,985
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$7,532,040,460
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$16,752,632,793
Contract administrator fees	2022-12-31	$10,956,992
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$504,707,326
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$2,451,200,370
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$39,645,734,858
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$40,848,682,249
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2022-12-31	134008324
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$-6,186,491,477
Total unrealized appreciation/depreciation of assets	2022-01-01	$-6,186,491,477
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$320,307,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$1,339,442,293
Total income from all sources (including contributions)	2022-01-01	$-6,837,666,469
Total loss/gain on sale of assets	2022-01-01	$-1,202,947,391
Total of all expenses incurred	2022-01-01	$19,862,967,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$19,744,136,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$0
Value of total assets at end of year	2022-01-01	$25,511,753,238
Value of total assets at beginning of year	2022-01-01	$53,231,521,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$118,831,105
Total interest from all sources	2022-01-01	$835,919,175
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$57,624,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$25,784,451
Administrative expenses professional fees incurred	2022-01-01	$2,731,742
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-01-01	$21,362,784
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-01-01	$13,823,622
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$150,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$2,193,488,847
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$511,109,061
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$449,624,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$1,097,575,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$320,307,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$1,311,428,758
Other income not declared elsewhere	2022-01-01	$-128,926
Administrative expenses (other) incurred	2022-01-01	$40,902,669
Liabilities. Value of operating payables at end of year	2022-01-01	$0
Liabilities. Value of operating payables at beginning of year	2022-01-01	$28,013,535
Total non interest bearing cash at end of year	2022-01-01	$8,654,620
Total non interest bearing cash at beginning of year	2022-01-01	$3,644,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-26,700,633,714
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$25,191,445,462
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$51,892,079,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2022-01-01	$132,360,331
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Assets. partnership/joint venture interests at end of year	2022-01-01	$3,161,343,479
Assets. partnership/joint venture interests at beginning of year	2022-01-01	$4,064,544,856
Investment advisory and management fees	2022-01-01	$64,239,702
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$344,599,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$1,194,813,635
Value of interest in pooled separate accounts at end of year	2022-01-01	$812,445,170
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$1,149,299,929
Interest earned on other investments	2022-01-01	$19,458,672
Income. Interest from US Government securities	2022-01-01	$280,521,040
Income. Interest from corporate debt instruments	2022-01-01	$527,732,811
Value of interest in common/collective trusts at end of year	2022-01-01	$622,233,253
Value of interest in common/collective trusts at beginning of year	2022-01-01	$861,397,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$528,340,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$8,206,652
Assets. Value of investments in 103.12 investment entities at end of year	2022-01-01	$168,890,017
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-01-01	$1,581,947,539
Expenses. Payments to insurance carriers foe the provision of benefits	2022-01-01	$16,312,000,000
Asset value of US Government securities at end of year	2022-01-01	$8,912,939,750
Asset value of US Government securities at beginning of year	2022-01-01	$21,648,525,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-117,599,320
Net investment gain/loss from pooled separate accounts	2022-01-01	$-32,218,750
Net investment gain or loss from common/collective trusts	2022-01-01	$-199,728,731
Net gain/loss from 103.12 investment entities	2022-01-01	$7,904,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	Yes
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Assets. Invements in employer securities at end of year	2022-01-01	$6,370,905
Assets. Invements in employer securities at beginning of year	2022-01-01	$20,780,320
Income. Dividends from preferred stock	2022-01-01	$1,047,577
Income. Dividends from common stock	2022-01-01	$30,792,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$3,432,136,140
Asset. Corporate debt instrument preferred debt at end of year	2022-01-01	$244,711,937
Asset. Corporate debt instrument preferred debt at beginning of year	2022-01-01	$652,927,985
Asset. Corporate debt instrument debt (other) at end of year	2022-01-01	$7,532,040,460
Asset. Corporate debt instrument debt (other) at beginning of year	2022-01-01	$16,752,632,793
Contract administrator fees	2022-01-01	$10,956,992
Assets. Corporate common stocks other than exployer securities at end of year	2022-01-01	$504,707,326
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-01-01	$2,451,200,370
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Aggregate proceeds on sale of assets	2022-01-01	$39,645,734,858
Aggregate carrying amount (costs) on sale of assets	2022-01-01	$40,848,682,249
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2022-01-01	134008324
2021 : IBM PERSONAL PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-1,294,602,558
Total unrealized appreciation/depreciation of assets	2021-12-31	$-1,294,602,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,339,442,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,229,680,704
Total income from all sources (including contributions)	2021-12-31	$957,247,179
Total loss/gain on sale of assets	2021-12-31	$-835,650,419
Total of all expenses incurred	2021-12-31	$3,591,567,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,458,452,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$53,231,521,469
Value of total assets at beginning of year	2021-12-31	$56,756,079,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$133,114,562
Total interest from all sources	2021-12-31	$996,255,571
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$73,327,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$30,893,704
Administrative expenses professional fees incurred	2021-12-31	$4,628,367
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$13,823,622
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$14,683,972
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$511,109,061
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$492,194,956
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,097,575,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,950,522,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,311,428,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$2,190,834,382
Other income not declared elsewhere	2021-12-31	$14,822
Administrative expenses (other) incurred	2021-12-31	$34,711,214
Liabilities. Value of operating payables at end of year	2021-12-31	$28,013,535
Liabilities. Value of operating payables at beginning of year	2021-12-31	$38,846,322
Total non interest bearing cash at end of year	2021-12-31	$3,644,246
Total non interest bearing cash at beginning of year	2021-12-31	$5,075,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-2,634,320,014
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$51,892,079,176
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$54,526,399,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2021-12-31	$134,920,335
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$4,064,544,856
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$4,386,472,362
Investment advisory and management fees	2021-12-31	$83,837,289
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,194,813,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,149,741,577
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,149,299,929
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,137,463,300
Interest earned on other investments	2021-12-31	$22,716,093
Income. Interest from US Government securities	2021-12-31	$409,812,098
Income. Interest from corporate debt instruments	2021-12-31	$563,735,263
Value of interest in common/collective trusts at end of year	2021-12-31	$861,397,327
Value of interest in common/collective trusts at beginning of year	2021-12-31	$866,622,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,227,298,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,022,560,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,022,560,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$-7,883
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$1,581,947,539
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$2,191,819,462
Asset value of US Government securities at end of year	2021-12-31	$21,648,525,748
Asset value of US Government securities at beginning of year	2021-12-31	$21,067,381,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$247,758,600
Net investment gain/loss from pooled separate accounts	2021-12-31	$249,208,994
Net investment gain or loss from common/collective trusts	2021-12-31	$326,856,431
Net gain/loss from 103.12 investment entities	2021-12-31	$1,194,078,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$20,780,320
Assets. Invements in employer securities at beginning of year	2021-12-31	$33,452,817
Income. Dividends from preferred stock	2021-12-31	$588,411
Income. Dividends from common stock	2021-12-31	$41,845,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,458,452,631
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$652,927,985
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$943,256,436
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$16,752,632,793
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$18,382,716,256
Contract administrator fees	2021-12-31	$9,937,692
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$2,451,200,370
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$3,112,116,198
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$49,085,533,313
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$49,921,183,732
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2021-12-31	134008324
2020 : IBM PERSONAL PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,295,894,823
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,295,894,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,229,680,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,751,911,456
Total income from all sources (including contributions)	2020-12-31	$6,323,871,551
Total loss/gain on sale of assets	2020-12-31	$875,981,017
Total of all expenses incurred	2020-12-31	$3,584,210,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,445,185,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$56,756,079,894
Value of total assets at beginning of year	2020-12-31	$53,538,649,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$139,024,266
Total interest from all sources	2020-12-31	$1,161,139,113
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$65,867,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$30,404,732
Administrative expenses professional fees incurred	2020-12-31	$4,349,543
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$14,683,972
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$13,191,311
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$492,194,956
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$519,290,509
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,950,522,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,765,602,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$2,190,834,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,727,568,233
Other income not declared elsewhere	2020-12-31	$-32,043
Administrative expenses (other) incurred	2020-12-31	$33,284,739
Liabilities. Value of operating payables at end of year	2020-12-31	$38,846,322
Liabilities. Value of operating payables at beginning of year	2020-12-31	$24,343,223
Total non interest bearing cash at end of year	2020-12-31	$5,075,262
Total non interest bearing cash at beginning of year	2020-12-31	$6,889,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,739,661,332
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$54,526,399,190
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$51,786,737,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$137,470,498
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$4,386,472,362
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$4,295,991,965
Investment advisory and management fees	2020-12-31	$90,644,753
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,149,741,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$772,287,699
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,137,463,300
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$941,922,906
Interest earned on other investments	2020-12-31	$23,133,723
Income. Interest from US Government securities	2020-12-31	$441,704,256
Income. Interest from corporate debt instruments	2020-12-31	$696,225,365
Value of interest in common/collective trusts at end of year	2020-12-31	$866,622,936
Value of interest in common/collective trusts at beginning of year	2020-12-31	$713,847,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,022,560,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$851,525,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$851,525,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$75,769
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$2,191,819,462
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$2,347,902,576
Asset value of US Government securities at end of year	2020-12-31	$21,067,381,003
Asset value of US Government securities at beginning of year	2020-12-31	$20,836,904,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$135,185,722
Net investment gain/loss from pooled separate accounts	2020-12-31	$235,471,374
Net investment gain or loss from common/collective trusts	2020-12-31	$359,709,992
Net gain/loss from 103.12 investment entities	2020-12-31	$1,194,654,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$33,452,817
Assets. Invements in employer securities at beginning of year	2020-12-31	$38,776,692
Income. Dividends from preferred stock	2020-12-31	$504,931
Income. Dividends from common stock	2020-12-31	$34,957,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,445,185,953
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$943,256,436
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$998,906,237
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$18,382,716,256
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$16,718,704,767
Contract administrator fees	2020-12-31	$10,745,231
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$3,112,116,198
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$2,716,905,051
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$64,070,357,220
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$63,194,376,203
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2020-12-31	134008324
2019 : IBM PERSONAL PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$3,360,133,469
Total unrealized appreciation/depreciation of assets	2019-12-31	$3,360,133,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,751,911,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,073,774,031
Total income from all sources (including contributions)	2019-12-31	$7,142,116,526
Total loss/gain on sale of assets	2019-12-31	$1,828,993,614
Total of all expenses incurred	2019-12-31	$3,523,395,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,378,006,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$53,538,649,314
Value of total assets at beginning of year	2019-12-31	$49,241,790,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$145,389,376
Total interest from all sources	2019-12-31	$929,580,878
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$68,346,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$30,878,791
Administrative expenses professional fees incurred	2019-12-31	$2,544,452
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$13,191,311
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$15,254,716
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$519,290,509
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$440,594,171
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,765,602,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$860,680,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,727,568,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,058,380,577
Other income not declared elsewhere	2019-12-31	$-28,664
Administrative expenses (other) incurred	2019-12-31	$35,326,044
Liabilities. Value of operating payables at end of year	2019-12-31	$24,343,223
Liabilities. Value of operating payables at beginning of year	2019-12-31	$15,393,454
Total non interest bearing cash at end of year	2019-12-31	$6,889,081
Total non interest bearing cash at beginning of year	2019-12-31	$6,126,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,618,720,932
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$51,786,737,858
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$48,168,016,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$114,265,747
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$4,295,991,965
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$4,272,149,190
Investment advisory and management fees	2019-12-31	$92,886,965
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$772,287,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$663,991,309
Value of interest in pooled separate accounts at end of year	2019-12-31	$941,922,906
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$858,529,305
Interest earned on other investments	2019-12-31	$24,830,997
Income. Interest from US Government securities	2019-12-31	$151,557,295
Income. Interest from corporate debt instruments	2019-12-31	$752,817,032
Value of interest in common/collective trusts at end of year	2019-12-31	$713,847,492
Value of interest in common/collective trusts at beginning of year	2019-12-31	$354,275,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$851,525,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$901,382,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$901,382,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$375,554
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$2,347,902,576
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$1,905,246,080
Asset value of US Government securities at end of year	2019-12-31	$20,836,904,978
Asset value of US Government securities at beginning of year	2019-12-31	$19,595,622,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$140,872,152
Net investment gain/loss from pooled separate accounts	2019-12-31	$85,630,476
Net investment gain or loss from common/collective trusts	2019-12-31	$253,251,618
Net gain/loss from 103.12 investment entities	2019-12-31	$475,336,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$38,776,692
Assets. Invements in employer securities at beginning of year	2019-12-31	$1,971,833
Income. Dividends from preferred stock	2019-12-31	$647,421
Income. Dividends from common stock	2019-12-31	$36,820,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,378,006,218
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$998,906,237
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$1,121,609,521
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$16,718,704,767
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$15,677,729,016
Contract administrator fees	2019-12-31	$14,631,915
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$2,716,905,051
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$2,566,628,407
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$63,482,284,057
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$61,653,290,443
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2019-12-31	134008324
2018 : IBM PERSONAL PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-2,658,857,642
Total unrealized appreciation/depreciation of assets	2018-12-31	$-2,658,857,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,073,774,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,297,149,901
Total income from all sources (including contributions)	2018-12-31	$-987,866,953
Total loss/gain on sale of assets	2018-12-31	$562,049,235
Total of all expenses incurred	2018-12-31	$3,619,768,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,483,609,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$49,241,790,957
Value of total assets at beginning of year	2018-12-31	$54,072,802,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$136,158,906
Total interest from all sources	2018-12-31	$972,579,161
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$72,936,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$31,422,010
Administrative expenses professional fees incurred	2018-12-31	$2,691,051
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$15,254,716
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$26,977,590
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$440,594,171
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$229,598,228
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$860,680,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$1,193,118,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,058,380,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,275,471,588
Administrative expenses (other) incurred	2018-12-31	$31,854,631
Liabilities. Value of operating payables at end of year	2018-12-31	$15,393,454
Liabilities. Value of operating payables at beginning of year	2018-12-31	$21,678,313
Total non interest bearing cash at end of year	2018-12-31	$6,126,853
Total non interest bearing cash at beginning of year	2018-12-31	$56,355,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-4,607,635,509
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$48,168,016,926
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$52,775,652,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$108,178,140
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$4,272,149,190
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$4,855,254,921
Investment advisory and management fees	2018-12-31	$84,181,963
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$663,991,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$558,301,288
Value of interest in pooled separate accounts at end of year	2018-12-31	$858,529,305
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$802,881,763
Interest earned on other investments	2018-12-31	$26,118,935
Income. Interest from US Government securities	2018-12-31	$148,024,886
Income. Interest from corporate debt instruments	2018-12-31	$797,518,765
Value of interest in common/collective trusts at end of year	2018-12-31	$354,275,399
Value of interest in common/collective trusts at beginning of year	2018-12-31	$371,760,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$901,382,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,405,766,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,405,766,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$916,575
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$1,905,246,080
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$1,457,403,383
Asset value of US Government securities at end of year	2018-12-31	$19,595,622,196
Asset value of US Government securities at beginning of year	2018-12-31	$20,106,573,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$73,929
Net investment gain/loss from pooled separate accounts	2018-12-31	$21,504
Net investment gain or loss from common/collective trusts	2018-12-31	$9,196,799
Net gain/loss from 103.12 investment entities	2018-12-31	$54,133,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$1,971,833
Assets. Invements in employer securities at beginning of year	2018-12-31	$15,234,832
Income. Dividends from preferred stock	2018-12-31	$1,080,221
Income. Dividends from common stock	2018-12-31	$40,434,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,483,609,650
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$1,121,609,521
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$1,531,842,229
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$15,677,729,016
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$17,272,403,698
Contract administrator fees	2018-12-31	$17,431,261
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$2,566,628,407
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$4,189,329,848
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$76,379,368,708
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$75,817,319,473
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2018-12-31	134008324
2017 : IBM PERSONAL PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$648,350,157
Total unrealized appreciation/depreciation of assets	2017-12-31	$648,350,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,297,149,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,400,415,585
Total income from all sources (including contributions)	2017-12-31	$4,918,275,789
Total loss/gain on sale of assets	2017-12-31	$2,865,976,516
Total of all expenses incurred	2017-12-31	$3,606,176,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,459,567,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$54,072,802,336
Value of total assets at beginning of year	2017-12-31	$52,863,968,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$146,609,272
Total interest from all sources	2017-12-31	$1,013,118,749
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$100,718,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$30,486,710
Administrative expenses professional fees incurred	2017-12-31	$3,341,226
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$26,977,590
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$38,011,735
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$229,598,228
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$558,024,632
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$1,193,118,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,167,254,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,275,471,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,384,024,561
Other income not declared elsewhere	2017-12-31	$10,479
Administrative expenses (other) incurred	2017-12-31	$26,479,584
Liabilities. Value of operating payables at end of year	2017-12-31	$21,678,313
Liabilities. Value of operating payables at beginning of year	2017-12-31	$16,391,024
Total non interest bearing cash at end of year	2017-12-31	$56,355,827
Total non interest bearing cash at beginning of year	2017-12-31	$7,188,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,312,099,215
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$52,775,652,435
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$51,463,553,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$121,827,047
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$4,855,254,921
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$5,114,079,089
Investment advisory and management fees	2017-12-31	$98,643,414
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$558,301,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$528,137,457
Value of interest in pooled separate accounts at end of year	2017-12-31	$802,881,763
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$300,814,732
Interest earned on other investments	2017-12-31	$66,629,353
Income. Interest from US Government securities	2017-12-31	$126,532,193
Income. Interest from corporate debt instruments	2017-12-31	$819,755,903
Value of interest in common/collective trusts at end of year	2017-12-31	$371,760,579
Value of interest in common/collective trusts at beginning of year	2017-12-31	$343,049,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,405,766,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,051,913,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,051,913,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$201,300
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$1,457,403,383
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$1,035,525,998
Asset value of US Government securities at end of year	2017-12-31	$20,106,573,130
Asset value of US Government securities at beginning of year	2017-12-31	$15,420,538,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$123,333,727
Net investment gain or loss from common/collective trusts	2017-12-31	$166,767,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$15,234,832
Assets. Invements in employer securities at beginning of year	2017-12-31	$31,617,449
Income. Dividends from preferred stock	2017-12-31	$1,088,840
Income. Dividends from common stock	2017-12-31	$69,143,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,459,567,302
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$1,531,842,229
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$1,915,408,677
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$17,272,403,698
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$16,810,150,091
Contract administrator fees	2017-12-31	$18,145,048
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$4,189,329,848
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$8,542,253,670
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$111,306,827,866
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$108,440,851,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2017-12-31	134008324
2016 : IBM PERSONAL PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-767,696,389
Total unrealized appreciation/depreciation of assets	2016-12-31	$-767,696,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,400,415,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$847,720,753
Total income from all sources (including contributions)	2016-12-31	$3,292,907,525
Total loss/gain on sale of assets	2016-12-31	$2,628,171,969
Total of all expenses incurred	2016-12-31	$3,570,638,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,429,692,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$52,863,968,805
Value of total assets at beginning of year	2016-12-31	$52,589,005,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$140,946,410
Total interest from all sources	2016-12-31	$1,028,274,112
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$226,198,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$24,985,674
Administrative expenses professional fees incurred	2016-12-31	$2,996,180
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$38,011,735
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$42,128,716
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$3,499,911
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$558,024,632
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$666,027,773
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,167,254,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$695,146,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,384,024,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$832,085,083
Other income not declared elsewhere	2016-12-31	$-1,404,546
Administrative expenses (other) incurred	2016-12-31	$25,724,868
Liabilities. Value of operating payables at end of year	2016-12-31	$16,391,024
Liabilities. Value of operating payables at beginning of year	2016-12-31	$15,635,670
Total non interest bearing cash at end of year	2016-12-31	$7,188,638
Total non interest bearing cash at beginning of year	2016-12-31	$103,793,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-277,731,419
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$51,463,553,220
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$51,741,284,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$103,557,537
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$5,114,079,089
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$5,541,352,723
Investment advisory and management fees	2016-12-31	$94,893,562
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$528,137,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$544,658,084
Value of interest in pooled separate accounts at end of year	2016-12-31	$300,814,732
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$100,433,371
Interest earned on other investments	2016-12-31	$96,871,686
Income. Interest from US Government securities	2016-12-31	$97,353,679
Income. Interest from corporate debt instruments	2016-12-31	$832,380,597
Value of interest in common/collective trusts at end of year	2016-12-31	$343,049,846
Value of interest in common/collective trusts at beginning of year	2016-12-31	$319,224,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,051,913,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,647,695,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,647,695,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,668,150
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$1,035,525,998
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$1,374,861,601
Asset value of US Government securities at end of year	2016-12-31	$15,420,538,842
Asset value of US Government securities at beginning of year	2016-12-31	$10,013,064,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$93,495,675
Net investment gain or loss from common/collective trusts	2016-12-31	$85,867,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$31,617,449
Assets. Invements in employer securities at beginning of year	2016-12-31	$56,721,691
Income. Dividends from preferred stock	2016-12-31	$1,542,618
Income. Dividends from common stock	2016-12-31	$199,670,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,429,692,534
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$1,915,408,677
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$2,254,833,801
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$16,810,150,091
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$15,360,337,679
Contract administrator fees	2016-12-31	$17,331,800
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$8,542,253,670
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$13,868,725,444
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$101,453,360,078
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$98,825,188,109
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2016-12-31	134008324
2015 : IBM PERSONAL PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-3,534,630,031
Total unrealized appreciation/depreciation of assets	2015-12-31	$-3,534,630,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$847,720,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$851,389,831
Total income from all sources (including contributions)	2015-12-31	$-416,252,538
Total loss/gain on sale of assets	2015-12-31	$1,749,328,535
Total of all expenses incurred	2015-12-31	$3,665,259,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,514,219,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$52,589,005,392
Value of total assets at beginning of year	2015-12-31	$56,674,186,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$151,040,060
Total interest from all sources	2015-12-31	$981,704,211
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$323,065,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$50,461,267
Administrative expenses professional fees incurred	2015-12-31	$2,698,483
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$42,128,716
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$58,285,102
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$16,800
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$666,027,773
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,544,317,886
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$695,146,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$491,919,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$832,085,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$835,717,780
Other income not declared elsewhere	2015-12-31	$1,882,752
Administrative expenses (other) incurred	2015-12-31	$28,849,180
Liabilities. Value of operating payables at end of year	2015-12-31	$15,635,670
Liabilities. Value of operating payables at beginning of year	2015-12-31	$15,672,051
Total non interest bearing cash at end of year	2015-12-31	$103,793,296
Total non interest bearing cash at beginning of year	2015-12-31	$70,497,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-4,081,512,222
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$51,741,284,639
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$55,822,796,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$105,997,221
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$5,541,352,723
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$6,782,257,427
Investment advisory and management fees	2015-12-31	$97,741,602
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$544,658,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$654,630,021
Value of interest in pooled separate accounts at end of year	2015-12-31	$100,433,371
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest earned on other investments	2015-12-31	$9,661,817
Income. Interest from US Government securities	2015-12-31	$96,052,864
Income. Interest from corporate debt instruments	2015-12-31	$875,173,673
Value of interest in common/collective trusts at end of year	2015-12-31	$319,224,217
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,055,209,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,647,695,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,841,601,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,841,601,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$815,857
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$1,374,861,601
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$1,562,292,017
Asset value of US Government securities at end of year	2015-12-31	$10,013,064,469
Asset value of US Government securities at beginning of year	2015-12-31	$7,544,332,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$32,912,124
Net investment gain or loss from common/collective trusts	2015-12-31	$29,484,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$56,721,691
Assets. Invements in employer securities at beginning of year	2015-12-31	$65,569,401
Income. Dividends from preferred stock	2015-12-31	$2,428,480
Income. Dividends from common stock	2015-12-31	$270,175,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,514,219,624
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$2,254,833,801
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$3,053,257,960
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$15,360,337,679
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$15,885,141,017
Contract administrator fees	2015-12-31	$21,750,795
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$13,868,725,444
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$14,064,875,257
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$69,797,501,705
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$68,048,173,170
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2015-12-31	134008324
2014 : IBM PERSONAL PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$112,564
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$759,335,992
Total unrealized appreciation/depreciation of assets	2014-12-31	$759,448,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$851,389,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$782,199,531
Total income from all sources (including contributions)	2014-12-31	$5,332,525,040
Total loss/gain on sale of assets	2014-12-31	$3,129,448,224
Total of all expenses incurred	2014-12-31	$3,608,122,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,455,438,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$56,674,186,692
Value of total assets at beginning of year	2014-12-31	$54,880,593,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$152,684,240
Total interest from all sources	2014-12-31	$878,260,630
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$319,022,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$27,444,709
Administrative expenses professional fees incurred	2014-12-31	$3,315,188
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$58,285,102
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$92,770,363
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$2,213,797
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,544,317,886
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,821,401,045
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$491,919,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$926,859,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$835,717,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$763,025,028
Other income not declared elsewhere	2014-12-31	$-482,777
Administrative expenses (other) incurred	2014-12-31	$22,348,990
Liabilities. Value of operating payables at end of year	2014-12-31	$15,672,051
Liabilities. Value of operating payables at beginning of year	2014-12-31	$19,174,503
Total non interest bearing cash at end of year	2014-12-31	$70,497,822
Total non interest bearing cash at beginning of year	2014-12-31	$154,939,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,724,402,438
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$55,822,796,861
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$54,098,394,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$107,437,200
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$6,782,257,427
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$6,787,423,005
Investment advisory and management fees	2014-12-31	$104,476,176
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$654,630,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$970,066,182
Interest earned on other investments	2014-12-31	$-30,491,015
Income. Interest from US Government securities	2014-12-31	$70,984,471
Income. Interest from corporate debt instruments	2014-12-31	$837,579,299
Value of interest in common/collective trusts at end of year	2014-12-31	$3,055,209,681
Value of interest in common/collective trusts at beginning of year	2014-12-31	$611,122,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,841,601,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,681,243,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,681,243,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$187,875
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$1,562,292,017
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$1,734,390,034
Asset value of US Government securities at end of year	2014-12-31	$7,544,332,218
Asset value of US Government securities at beginning of year	2014-12-31	$6,484,761,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$80,191,719
Net investment gain or loss from common/collective trusts	2014-12-31	$166,635,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$65,569,401
Assets. Invements in employer securities at beginning of year	2014-12-31	$91,935,685
Income. Dividends from preferred stock	2014-12-31	$3,075,913
Income. Dividends from common stock	2014-12-31	$288,502,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,455,438,362
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$3,053,257,960
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$3,262,881,930
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$15,885,141,017
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$12,030,007,716
Contract administrator fees	2014-12-31	$22,543,886
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$14,064,875,257
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$18,230,790,414
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$68,585,578,847
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$65,456,130,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2014-12-31	134008324
2013 : IBM PERSONAL PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$112,564
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$841,084,659
Total unrealized appreciation/depreciation of assets	2013-12-31	$841,197,223
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$782,199,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,171,082,551
Total income from all sources (including contributions)	2013-12-31	$3,838,993,345
Total loss/gain on sale of assets	2013-12-31	$1,709,918,581
Total of all expenses incurred	2013-12-31	$3,455,087,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,302,919,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$54,880,593,954
Value of total assets at beginning of year	2013-12-31	$54,885,571,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$152,168,465
Total interest from all sources	2013-12-31	$682,482,381
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$430,756,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$48,861,805
Administrative expenses professional fees incurred	2013-12-31	$3,160,419
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$92,770,363
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$110,728,987
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,821,401,045
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,671,936,275
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$926,859,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$710,609,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$763,025,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,146,853,187
Other income not declared elsewhere	2013-12-31	$-6,563
Administrative expenses (other) incurred	2013-12-31	$26,316,695
Liabilities. Value of operating payables at end of year	2013-12-31	$19,174,503
Liabilities. Value of operating payables at beginning of year	2013-12-31	$24,229,364
Total non interest bearing cash at end of year	2013-12-31	$154,939,911
Total non interest bearing cash at beginning of year	2013-12-31	$164,444,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$383,905,633
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$54,098,394,423
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$53,714,488,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$104,655,523
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$6,787,423,005
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$7,232,313,828
Investment advisory and management fees	2013-12-31	$102,220,095
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$970,066,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$933,786,110
Interest earned on other investments	2013-12-31	$77,727,326
Income. Interest from US Government securities	2013-12-31	$-14,937,035
Income. Interest from corporate debt instruments	2013-12-31	$617,846,122
Value of interest in common/collective trusts at end of year	2013-12-31	$611,122,476
Value of interest in common/collective trusts at beginning of year	2013-12-31	$880,292,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,681,243,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,797,804,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,797,804,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,845,968
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$1,734,390,034
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$1,628,731,062
Asset value of US Government securities at end of year	2013-12-31	$6,484,761,610
Asset value of US Government securities at beginning of year	2013-12-31	$12,359,603,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$-17,895,854
Net investment gain or loss from common/collective trusts	2013-12-31	$192,540,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$91,935,685
Assets. Invements in employer securities at beginning of year	2013-12-31	$118,543,773
Income. Dividends from preferred stock	2013-12-31	$4,422,312
Income. Dividends from common stock	2013-12-31	$377,472,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,302,919,247
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$3,262,881,930
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$2,674,722,519
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$12,030,007,716
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$6,613,091,039
Contract administrator fees	2013-12-31	$20,471,256
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$18,230,790,414
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$16,988,963,034
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$65,903,683,626
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$64,193,765,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2013-12-31	134008324
2012 : IBM PERSONAL PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$112,564
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,885,927,066
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,886,039,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,171,082,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$941,234,307
Total income from all sources (including contributions)	2012-12-31	$5,786,255,682
Total loss/gain on sale of assets	2012-12-31	$2,112,717,206
Total of all expenses incurred	2012-12-31	$3,324,869,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,183,637,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$54,885,571,341
Value of total assets at beginning of year	2012-12-31	$52,194,336,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$141,231,906
Total interest from all sources	2012-12-31	$995,823,962
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$457,461,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$66,694,637
Administrative expenses professional fees incurred	2012-12-31	$3,698,874
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$110,728,987
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$118,180,099
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,671,936,275
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$909,807,497
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$710,609,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$550,608,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,146,853,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$921,641,754
Other income not declared elsewhere	2012-12-31	$43,732
Administrative expenses (other) incurred	2012-12-31	$18,475,748
Liabilities. Value of operating payables at end of year	2012-12-31	$24,229,364
Liabilities. Value of operating payables at beginning of year	2012-12-31	$19,592,553
Total non interest bearing cash at end of year	2012-12-31	$164,444,833
Total non interest bearing cash at beginning of year	2012-12-31	$80,704,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,461,386,429
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$53,714,488,790
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$51,253,102,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$104,988,762
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$7,232,313,828
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$7,230,302,865
Investment advisory and management fees	2012-12-31	$92,564,773
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$933,786,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,057,784,876
Interest earned on other investments	2012-12-31	$61,763,570
Income. Interest from US Government securities	2012-12-31	$472,560,387
Income. Interest from corporate debt instruments	2012-12-31	$441,719,021
Value of interest in common/collective trusts at end of year	2012-12-31	$880,292,324
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,266,118,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,797,804,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,290,698,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,290,698,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$19,780,984
Assets. Value of investments in 103.12 investment entities at end of year	2012-12-31	$1,628,731,062
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$1,477,660,734
Asset value of US Government securities at end of year	2012-12-31	$12,359,603,348
Asset value of US Government securities at beginning of year	2012-12-31	$14,586,908,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$168,906,225
Net investment gain or loss from common/collective trusts	2012-12-31	$165,263,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$118,543,773
Assets. Invements in employer securities at beginning of year	2012-12-31	$144,922,716
Income. Dividends from preferred stock	2012-12-31	$5,598,233
Income. Dividends from common stock	2012-12-31	$385,168,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,183,637,347
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$2,674,722,519
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$3,069,651,263
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$6,613,091,039
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$5,255,167,863
Contract administrator fees	2012-12-31	$26,492,511
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$16,988,963,034
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$14,155,822,039
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$43,782,776,769
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$41,670,059,563
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2012-12-31	134008324
2011 : IBM PERSONAL PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$901,252,744
Total unrealized appreciation/depreciation of assets	2011-12-31	$901,252,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$941,234,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,081,833,614
Total income from all sources (including contributions)	2011-12-31	$4,147,389,491
Total loss/gain on sale of assets	2011-12-31	$1,865,603,156
Total of all expenses incurred	2011-12-31	$3,241,889,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,120,817,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$52,194,336,668
Value of total assets at beginning of year	2011-12-31	$52,429,436,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$121,072,328
Total interest from all sources	2011-12-31	$1,092,273,636
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$409,603,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$36,724,463
Administrative expenses professional fees incurred	2011-12-31	$8,896,314
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$118,180,099
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$134,385,949
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$150,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$909,807,497
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$960,304,846
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$550,608,047
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,470,523,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$921,641,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$2,048,082,307
Other income not declared elsewhere	2011-12-31	$6,999
Administrative expenses (other) incurred	2011-12-31	$11,603,957
Liabilities. Value of operating payables at end of year	2011-12-31	$19,592,553
Liabilities. Value of operating payables at beginning of year	2011-12-31	$33,751,307
Total non interest bearing cash at end of year	2011-12-31	$80,704,209
Total non interest bearing cash at beginning of year	2011-12-31	$59,588,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$905,499,709
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$51,253,102,361
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$50,347,602,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$108,651,392
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$7,230,302,865
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$7,433,770,913
Investment advisory and management fees	2011-12-31	$87,314,703
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,057,784,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,261,111,472
Interest earned on other investments	2011-12-31	$56,516,165
Income. Interest from US Government securities	2011-12-31	$572,414,073
Income. Interest from corporate debt instruments	2011-12-31	$464,046,815
Value of interest in common/collective trusts at end of year	2011-12-31	$1,266,118,076
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,096,735,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,290,698,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,973,051,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,973,051,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$-703,417
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$1,477,660,734
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$921,638,148
Asset value of US Government securities at end of year	2011-12-31	$14,586,908,065
Asset value of US Government securities at beginning of year	2011-12-31	$12,038,268,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-173,065,789
Net investment gain or loss from common/collective trusts	2011-12-31	$36,722,376
Net gain/loss from 103.12 investment entities	2011-12-31	$14,993,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$144,922,716
Assets. Invements in employer securities at beginning of year	2011-12-31	$131,078,305
Income. Dividends from preferred stock	2011-12-31	$7,392,102
Income. Dividends from common stock	2011-12-31	$365,486,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,120,817,454
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$3,069,651,263
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$3,516,276,989
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$5,255,167,863
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$4,441,505,716
Contract administrator fees	2011-12-31	$13,257,354
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$14,155,822,039
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$16,991,194,440
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$51,264,085,111
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$49,398,481,955
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2011-12-31	134008324
2010 : IBM PERSONAL PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$2,118,104,407
Total unrealized appreciation/depreciation of assets	2010-12-31	$2,118,104,407
Total transfer of assets from this plan	2010-12-31	$12,656,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,081,833,614
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,042,490,806
Total income from all sources (including contributions)	2010-12-31	$6,321,989,577
Total loss/gain on sale of assets	2010-12-31	$2,277,133,386
Total of all expenses incurred	2010-12-31	$3,275,618,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,144,812,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$52,429,436,266
Value of total assets at beginning of year	2010-12-31	$48,356,378,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$130,805,806
Total interest from all sources	2010-12-31	$1,141,621,909
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$431,551,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$60,425,905
Administrative expenses professional fees incurred	2010-12-31	$1,126,567
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$134,385,949
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$122,951,443
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$110,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$960,304,846
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$809,498,928
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,470,523,759
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$970,895,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$2,048,082,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,008,770,323
Other income not declared elsewhere	2010-12-31	$-223,086
Administrative expenses (other) incurred	2010-12-31	$4,250,844
Liabilities. Value of operating payables at end of year	2010-12-31	$33,751,307
Liabilities. Value of operating payables at beginning of year	2010-12-31	$33,720,483
Total non interest bearing cash at end of year	2010-12-31	$59,588,973
Total non interest bearing cash at beginning of year	2010-12-31	$64,246,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,046,371,458
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$50,347,602,652
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$47,313,887,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$115,026,252
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$7,433,770,913
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$6,497,118,972
Investment advisory and management fees	2010-12-31	$96,270,498
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,261,111,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,923,540,486
Interest earned on other investments	2010-12-31	$110,028,502
Income. Interest from US Government securities	2010-12-31	$555,135,958
Income. Interest from corporate debt instruments	2010-12-31	$474,398,208
Value of interest in common/collective trusts at end of year	2010-12-31	$1,096,735,988
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,037,753,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,973,051,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,322,945,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,322,945,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,059,241
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$921,638,148
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,477,039
Asset value of US Government securities at end of year	2010-12-31	$12,038,268,823
Asset value of US Government securities at beginning of year	2010-12-31	$10,197,128,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$135,643,885
Net investment gain or loss from common/collective trusts	2010-12-31	$207,212,658
Net gain/loss from 103.12 investment entities	2010-12-31	$10,944,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$131,078,305
Assets. Invements in employer securities at beginning of year	2010-12-31	$134,296,633
Income. Dividends from preferred stock	2010-12-31	$5,942,873
Income. Dividends from common stock	2010-12-31	$365,182,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,144,812,313
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$3,516,276,989
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$4,562,638,957
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$4,441,505,716
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$4,194,662,151
Contract administrator fees	2010-12-31	$29,157,897
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$16,991,194,440
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$15,517,224,912
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$72,332,112,915
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$70,054,979,529
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2010-12-31	134008324

Form 5500 Responses for IBM PERSONAL PENSION PLAN

2023: IBM PERSONAL PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: IBM PERSONAL PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IBM PERSONAL PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IBM PERSONAL PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IBM PERSONAL PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: IBM PERSONAL PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IBM PERSONAL PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IBM PERSONAL PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IBM PERSONAL PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IBM PERSONAL PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IBM PERSONAL PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IBM PERSONAL PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IBM PERSONAL PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	030553
Policy instance	1
Insurance contract or identification number 030553 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	030553
Policy instance	1
Insurance contract or identification number 030553 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	030553
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	030553
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	030553
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	030553
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	030553
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	007974
Policy instance	1