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THE AMETEK RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameTHE AMETEK RETIREMENT AND SAVINGS PLAN
Plan identification number 078

THE AMETEK RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMETEK, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMETEK, INC.
Employer identification number (EIN):141682544
NAIC Classification:339900

Additional information about AMETEK, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2090570

More information about AMETEK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMETEK RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0782023-01-01
0782022-01-01
0782021-01-01
0782020-01-01
0782019-01-01
0782018-01-01
0782017-01-01HENRY J. POLICARE HENRY J. POLICARE2018-07-30
0782016-01-01HENRY J. POLICARE HENRY J. POLICARE2017-07-31
0782015-01-01HENRY J. POLICARE HENRY J. POLICARE2016-07-27
0782014-01-01HENRY J. POLICARE HENRY J. POLICARE2015-06-30
0782013-01-01HENRY J. POLICARE HENRY J. POLICARE2014-07-22
0782012-01-01HENRY J. POLICARE HENRY J. POLICARE2013-07-08
0782011-01-01HENRY J. POLICARE HENRY J. POLICARE2012-07-27
0782009-01-01HENRY J. POLICARE HENRY J. POLICARE2010-08-10

Plan Statistics for THE AMETEK RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for THE AMETEK RETIREMENT AND SAVINGS PLAN

Measure Date Value
2023: THE AMETEK RETIREMENT AND SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0112,432
Total number of active participants reported on line 7a of the Form 55002023-01-018,769
Number of retired or separated participants receiving benefits2023-01-01122
Number of other retired or separated participants entitled to future benefits2023-01-013,781
Total of all active and inactive participants2023-01-0112,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01133
Total participants2023-01-0112,805
Number of participants with account balances2023-01-0112,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01379
2022: THE AMETEK RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111,871
Total number of active participants reported on line 7a of the Form 55002022-01-018,563
Number of retired or separated participants receiving benefits2022-01-01129
Number of other retired or separated participants entitled to future benefits2022-01-013,628
Total of all active and inactive participants2022-01-0112,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01112
Total participants2022-01-0112,432
Number of participants with account balances2022-01-0112,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01476
2021: THE AMETEK RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110,611
Total number of active participants reported on line 7a of the Form 55002021-01-018,263
Number of retired or separated participants receiving benefits2021-01-01126
Number of other retired or separated participants entitled to future benefits2021-01-013,376
Total of all active and inactive participants2021-01-0111,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01106
Total participants2021-01-0111,871
Number of participants with account balances2021-01-0110,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01271
2020: THE AMETEK RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,220
Total number of active participants reported on line 7a of the Form 55002020-01-017,455
Number of retired or separated participants receiving benefits2020-01-01132
Number of other retired or separated participants entitled to future benefits2020-01-012,952
Total of all active and inactive participants2020-01-0110,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0172
Total participants2020-01-0110,611
Number of participants with account balances2020-01-0110,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01255
2019: THE AMETEK RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,955
Total number of active participants reported on line 7a of the Form 55002019-01-018,429
Number of retired or separated participants receiving benefits2019-01-01135
Number of other retired or separated participants entitled to future benefits2019-01-012,604
Total of all active and inactive participants2019-01-0111,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0152
Total participants2019-01-0111,220
Number of participants with account balances2019-01-0110,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01265
2018: THE AMETEK RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,909
Total number of active participants reported on line 7a of the Form 55002018-01-018,328
Number of retired or separated participants receiving benefits2018-01-01142
Number of other retired or separated participants entitled to future benefits2018-01-012,432
Total of all active and inactive participants2018-01-0110,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0153
Total participants2018-01-0110,955
Number of participants with account balances2018-01-0110,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01130
2017: THE AMETEK RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,446
Total number of active participants reported on line 7a of the Form 55002017-01-017,405
Number of retired or separated participants receiving benefits2017-01-01232
Number of other retired or separated participants entitled to future benefits2017-01-012,229
Total of all active and inactive participants2017-01-019,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0143
Total participants2017-01-019,909
Number of participants with account balances2017-01-019,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01133
2016: THE AMETEK RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,218
Total number of active participants reported on line 7a of the Form 55002016-01-017,030
Number of retired or separated participants receiving benefits2016-01-01212
Number of other retired or separated participants entitled to future benefits2016-01-012,175
Total of all active and inactive participants2016-01-019,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0129
Total participants2016-01-019,446
Number of participants with account balances2016-01-019,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01154
2015: THE AMETEK RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,047
Total number of active participants reported on line 7a of the Form 55002015-01-016,971
Number of retired or separated participants receiving benefits2015-01-01190
Number of other retired or separated participants entitled to future benefits2015-01-012,034
Total of all active and inactive participants2015-01-019,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0123
Total participants2015-01-019,218
Number of participants with account balances2015-01-019,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01157
2014: THE AMETEK RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,450
Total number of active participants reported on line 7a of the Form 55002014-01-017,140
Number of retired or separated participants receiving benefits2014-01-01160
Number of other retired or separated participants entitled to future benefits2014-01-011,730
Total of all active and inactive participants2014-01-019,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-019,047
Number of participants with account balances2014-01-018,385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01122
2013: THE AMETEK RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,869
Total number of active participants reported on line 7a of the Form 55002013-01-016,651
Number of retired or separated participants receiving benefits2013-01-01151
Number of other retired or separated participants entitled to future benefits2013-01-011,633
Total of all active and inactive participants2013-01-018,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-018,450
Number of participants with account balances2013-01-018,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01119
2012: THE AMETEK RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,615
Total number of active participants reported on line 7a of the Form 55002012-01-016,094
Number of retired or separated participants receiving benefits2012-01-01120
Number of other retired or separated participants entitled to future benefits2012-01-011,642
Total of all active and inactive participants2012-01-017,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-017,869
Number of participants with account balances2012-01-017,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0197
2011: THE AMETEK RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,416
Total number of active participants reported on line 7a of the Form 55002011-01-015,966
Number of retired or separated participants receiving benefits2011-01-01105
Number of other retired or separated participants entitled to future benefits2011-01-011,531
Total of all active and inactive participants2011-01-017,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0113
Total participants2011-01-017,615
Number of participants with account balances2011-01-017,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01298
2009: THE AMETEK RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,117
Total number of active participants reported on line 7a of the Form 55002009-01-014,845
Number of retired or separated participants receiving benefits2009-01-0159
Number of other retired or separated participants entitled to future benefits2009-01-011,659
Total of all active and inactive participants2009-01-016,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-016,574
Number of participants with account balances2009-01-016,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01416

Financial Data on THE AMETEK RETIREMENT AND SAVINGS PLAN

Measure Date Value
2023 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$17,950,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$387,109,790
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$144,511,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$142,961,939
Expenses. Certain deemed distributions of participant loans2023-12-31$7,788
Value of total corrective distributions2023-12-31$2,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$130,577,798
Value of total assets at end of year2023-12-31$1,795,412,876
Value of total assets at beginning of year2023-12-31$1,534,863,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,538,315
Total interest from all sources2023-12-31$917,339
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$33,057,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$33,057,584
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$71,559,151
Participant contributions at end of year2023-12-31$16,174,539
Participant contributions at beginning of year2023-12-31$14,490,889
Participant contributions at end of year2023-12-31$1,150,857
Participant contributions at beginning of year2023-12-31$1,023,485
Assets. Other investments not covered elsewhere at end of year2023-12-31$146,740,267
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$158,776,510
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$19,156,774
Other income not declared elsewhere2023-12-31$2,705,060
Administrative expenses (other) incurred2023-12-31$3,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$242,598,770
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,795,412,876
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,534,863,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$95,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$728,210,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$608,346,942
Interest on participant loans2023-12-31$917,339
Value of interest in master investment trust accounts at end of year2023-12-31$154,616,254
Value of interest in master investment trust accounts at beginning of year2023-12-31$136,102,638
Value of interest in common/collective trusts at end of year2023-12-31$747,823,323
Value of interest in common/collective trusts at beginning of year2023-12-31$615,503,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$91,609,867
Net investment gain or loss from common/collective trusts2023-12-31$103,438,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$39,861,873
Employer contributions (assets) at end of year2023-12-31$697,622
Employer contributions (assets) at beginning of year2023-12-31$619,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$142,961,939
Contract administrator fees2023-12-31$68,325
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG LLP
Accountancy firm EIN2023-12-31346565596
2022 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$66,076,822
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-136,226,645
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$134,365,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$132,796,506
Expenses. Certain deemed distributions of participant loans2022-12-31$17,850
Value of total corrective distributions2022-12-31$11,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$108,794,161
Value of total assets at end of year2022-12-31$1,534,863,261
Value of total assets at beginning of year2022-12-31$1,739,378,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,540,042
Total interest from all sources2022-12-31$705,072
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$34,278,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$34,278,859
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$66,537,884
Participant contributions at end of year2022-12-31$14,490,889
Participant contributions at beginning of year2022-12-31$13,758,592
Participant contributions at end of year2022-12-31$1,023,485
Participant contributions at beginning of year2022-12-31$896,589
Assets. Other investments not covered elsewhere at end of year2022-12-31$158,776,510
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$149,381,639
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,865,384
Other income not declared elsewhere2022-12-31$3,388,396
Administrative expenses (other) incurred2022-12-31$1,540,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-270,592,263
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,534,863,261
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,739,378,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$608,346,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$716,563,813
Interest on participant loans2022-12-31$705,072
Value of interest in master investment trust accounts at end of year2022-12-31$136,102,638
Value of interest in master investment trust accounts at beginning of year2022-12-31$147,115,048
Value of interest in common/collective trusts at end of year2022-12-31$615,503,094
Value of interest in common/collective trusts at beginning of year2022-12-31$711,142,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-150,011,173
Net investment gain or loss from common/collective trusts2022-12-31$-126,805,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$36,390,893
Employer contributions (assets) at end of year2022-12-31$619,703
Employer contributions (assets) at beginning of year2022-12-31$520,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$132,796,506
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$2,903,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$337,433,908
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$135,948,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$135,174,434
Expenses. Certain deemed distributions of participant loans2021-12-31$30,921
Value of total corrective distributions2021-12-31$10,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$124,044,711
Value of total assets at end of year2021-12-31$1,739,378,702
Value of total assets at beginning of year2021-12-31$1,534,989,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$732,439
Total interest from all sources2021-12-31$691,235
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$45,453,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$45,453,041
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$57,123,130
Participant contributions at end of year2021-12-31$13,758,592
Participant contributions at beginning of year2021-12-31$14,251,975
Participant contributions at end of year2021-12-31$896,589
Participant contributions at beginning of year2021-12-31$804,816
Assets. Other investments not covered elsewhere at end of year2021-12-31$149,381,639
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$155,089,064
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$37,529,412
Other income not declared elsewhere2021-12-31$2,868,881
Administrative expenses (other) incurred2021-12-31$732,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$201,485,232
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,739,378,702
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,534,989,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$716,563,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$626,893,590
Interest on participant loans2021-12-31$691,235
Value of interest in master investment trust accounts at end of year2021-12-31$147,115,048
Value of interest in master investment trust accounts at beginning of year2021-12-31$126,528,160
Value of interest in common/collective trusts at end of year2021-12-31$711,142,080
Value of interest in common/collective trusts at beginning of year2021-12-31$610,938,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$73,792,910
Net investment gain or loss from common/collective trusts2021-12-31$63,388,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$29,392,169
Employer contributions (assets) at end of year2021-12-31$520,941
Employer contributions (assets) at beginning of year2021-12-31$483,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$135,174,434
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$37,074,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$288,843,287
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$148,823,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$147,824,674
Expenses. Certain deemed distributions of participant loans2020-12-31$20,382
Value of total corrective distributions2020-12-31$11,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$93,195,141
Value of total assets at end of year2020-12-31$1,534,989,602
Value of total assets at beginning of year2020-12-31$1,357,895,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$967,395
Total interest from all sources2020-12-31$791,558
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$32,852,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$32,852,586
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$53,074,614
Participant contributions at end of year2020-12-31$14,251,975
Participant contributions at beginning of year2020-12-31$15,883,448
Participant contributions at end of year2020-12-31$804,816
Assets. Other investments not covered elsewhere at end of year2020-12-31$155,089,064
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$130,706,693
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,543,816
Other income not declared elsewhere2020-12-31$2,970,296
Administrative expenses (other) incurred2020-12-31$967,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$140,019,477
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,534,989,602
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,357,895,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$626,893,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$583,505,034
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$791,558
Value of interest in master investment trust accounts at end of year2020-12-31$126,528,160
Value of interest in master investment trust accounts at beginning of year2020-12-31$118,702,831
Value of interest in common/collective trusts at end of year2020-12-31$610,938,128
Value of interest in common/collective trusts at beginning of year2020-12-31$509,097,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$46,838,794
Net investment gain or loss from common/collective trusts2020-12-31$90,145,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$29,576,711
Employer contributions (assets) at end of year2020-12-31$483,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$147,824,674
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$8,869,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$344,910,681
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$108,450,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$107,411,449
Expenses. Certain deemed distributions of participant loans2019-12-31$29,423
Value of total corrective distributions2019-12-31$39,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$92,044,848
Value of total assets at end of year2019-12-31$1,357,895,299
Value of total assets at beginning of year2019-12-31$1,112,564,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$969,689
Total interest from all sources2019-12-31$942,532
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$26,637,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$26,637,909
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$54,850,263
Participant contributions at end of year2019-12-31$15,883,448
Participant contributions at beginning of year2019-12-31$18,292,146
Participant contributions at beginning of year2019-12-31$788,986
Assets. Other investments not covered elsewhere at end of year2019-12-31$130,706,693
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,677,075
Other income not declared elsewhere2019-12-31$3,609,095
Administrative expenses (other) incurred2019-12-31$969,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$236,460,492
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,357,895,299
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,112,564,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$583,505,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$509,192,405
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$17,401,643
Interest on participant loans2019-12-31$942,532
Value of interest in master investment trust accounts at end of year2019-12-31$118,702,831
Value of interest in master investment trust accounts at beginning of year2019-12-31$85,216,636
Value of interest in common/collective trusts at end of year2019-12-31$509,097,293
Value of interest in common/collective trusts at beginning of year2019-12-31$481,181,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$100,726,645
Net investment gain/loss from pooled separate accounts2019-12-31$57,076
Net investment gain or loss from common/collective trusts2019-12-31$81,338,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,517,510
Employer contributions (assets) at beginning of year2019-12-31$491,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$107,411,449
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$23,029,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$34,603,088
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$141,062,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$140,758,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$82,867,966
Value of total assets at end of year2018-12-31$1,112,564,986
Value of total assets at beginning of year2018-12-31$1,195,995,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$304,008
Total interest from all sources2018-12-31$893,647
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$37,977,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$37,977,158
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$48,387,732
Participant contributions at end of year2018-12-31$18,292,146
Participant contributions at beginning of year2018-12-31$18,468,292
Participant contributions at end of year2018-12-31$788,986
Participant contributions at beginning of year2018-12-31$730,245
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,861,573
Administrative expenses (other) incurred2018-12-31$304,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-106,459,620
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,112,564,986
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,195,995,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$509,192,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$684,154,729
Value of interest in pooled separate accounts at end of year2018-12-31$17,401,643
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$893,647
Value of interest in master investment trust accounts at end of year2018-12-31$85,216,636
Value of interest in master investment trust accounts at beginning of year2018-12-31$97,386,295
Value of interest in common/collective trusts at end of year2018-12-31$481,181,839
Value of interest in common/collective trusts at beginning of year2018-12-31$394,820,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-59,729,066
Net investment gain/loss from pooled separate accounts2018-12-31$52,629
Net investment gain or loss from common/collective trusts2018-12-31$-22,570,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$27,618,661
Employer contributions (assets) at end of year2018-12-31$491,331
Employer contributions (assets) at beginning of year2018-12-31$435,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$140,758,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$258,495,145
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$85,189,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$85,153,300
Expenses. Certain deemed distributions of participant loans2017-12-31$-8,166
Value of total corrective distributions2017-12-31$4,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$76,223,523
Value of total assets at end of year2017-12-31$1,195,995,326
Value of total assets at beginning of year2017-12-31$1,022,689,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,553
Total interest from all sources2017-12-31$808,320
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$32,528,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$32,528,969
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$41,833,851
Participant contributions at end of year2017-12-31$18,468,292
Participant contributions at beginning of year2017-12-31$18,308,791
Participant contributions at end of year2017-12-31$730,245
Participant contributions at beginning of year2017-12-31$708,862
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,730,081
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$41,413
Other income not declared elsewhere2017-12-31$52,109
Administrative expenses (other) incurred2017-12-31$39,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$173,305,518
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,195,995,326
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,022,689,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$684,154,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$591,046,870
Interest on participant loans2017-12-31$808,320
Value of interest in master investment trust accounts at end of year2017-12-31$97,386,295
Value of interest in master investment trust accounts at beginning of year2017-12-31$69,817,596
Value of interest in common/collective trusts at end of year2017-12-31$394,820,593
Value of interest in common/collective trusts at beginning of year2017-12-31$342,332,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$59,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$75,999,220
Net investment gain or loss from common/collective trusts2017-12-31$39,416,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$22,659,591
Employer contributions (assets) at end of year2017-12-31$435,172
Employer contributions (assets) at beginning of year2017-12-31$415,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$85,111,887
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,943,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$136,920,559
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$72,139,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$71,874,012
Expenses. Certain deemed distributions of participant loans2016-12-31$73,404
Value of total corrective distributions2016-12-31$18,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$72,893,667
Value of total assets at end of year2016-12-31$1,022,689,808
Value of total assets at beginning of year2016-12-31$952,965,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$174,151
Total interest from all sources2016-12-31$756,074
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$20,261,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$20,261,854
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$40,088,142
Participant contributions at end of year2016-12-31$18,308,791
Participant contributions at beginning of year2016-12-31$17,489,038
Participant contributions at end of year2016-12-31$708,862
Participant contributions at beginning of year2016-12-31$642,095
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,251,065
Other income not declared elsewhere2016-12-31$38,115
Administrative expenses (other) incurred2016-12-31$174,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$64,780,917
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,022,689,808
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$952,965,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$591,046,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$552,705,366
Interest on participant loans2016-12-31$756,074
Value of interest in master investment trust accounts at end of year2016-12-31$69,817,596
Value of interest in master investment trust accounts at beginning of year2016-12-31$84,677,167
Value of interest in common/collective trusts at end of year2016-12-31$342,332,864
Value of interest in common/collective trusts at beginning of year2016-12-31$296,997,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$59,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$59,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$33,740,247
Net investment gain or loss from common/collective trusts2016-12-31$16,692,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,554,460
Employer contributions (assets) at end of year2016-12-31$415,576
Employer contributions (assets) at beginning of year2016-12-31$394,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$71,874,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$91,066,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$63,797,654
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$70,340,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$70,269,063
Expenses. Certain deemed distributions of participant loans2015-12-31$7,622
Value of total corrective distributions2015-12-31$18,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$67,327,429
Value of total assets at end of year2015-12-31$952,965,398
Value of total assets at beginning of year2015-12-31$868,441,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,493
Total interest from all sources2015-12-31$661,643
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,379,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$27,379,026
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$39,224,114
Participant contributions at end of year2015-12-31$17,489,038
Participant contributions at beginning of year2015-12-31$15,492,001
Participant contributions at end of year2015-12-31$642,095
Participant contributions at beginning of year2015-12-31$4,145
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,629,410
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$8,239
Other income not declared elsewhere2015-12-31$56,328
Administrative expenses (other) incurred2015-12-31$44,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,542,358
Value of net assets at end of year (total assets less liabilities)2015-12-31$952,965,398
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$868,441,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$552,705,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$555,382,672
Interest on participant loans2015-12-31$661,643
Value of interest in master investment trust accounts at end of year2015-12-31$84,677,167
Value of interest in master investment trust accounts at beginning of year2015-12-31$90,554,396
Value of interest in common/collective trusts at end of year2015-12-31$296,997,742
Value of interest in common/collective trusts at beginning of year2015-12-31$206,922,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$59,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$83,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,475,376
Net investment gain or loss from common/collective trusts2015-12-31$-4,231,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$21,473,905
Employer contributions (assets) at end of year2015-12-31$394,741
Employer contributions (assets) at beginning of year2015-12-31$1,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$70,260,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$29,486,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$111,521,976
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$60,352,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$60,290,718
Expenses. Certain deemed distributions of participant loans2014-12-31$22,763
Value of total corrective distributions2014-12-31$3,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$56,866,212
Value of total assets at end of year2014-12-31$868,441,053
Value of total assets at beginning of year2014-12-31$787,785,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,836
Total interest from all sources2014-12-31$642,358
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$27,913,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$27,913,265
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$32,871,982
Participant contributions at end of year2014-12-31$15,492,001
Participant contributions at beginning of year2014-12-31$14,467,236
Participant contributions at end of year2014-12-31$4,145
Participant contributions at beginning of year2014-12-31$461,897
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,224,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$11,000
Other income not declared elsewhere2014-12-31$50,952
Administrative expenses (other) incurred2014-12-31$35,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$51,169,021
Value of net assets at end of year (total assets less liabilities)2014-12-31$868,441,053
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$787,785,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$555,382,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$506,577,994
Interest on participant loans2014-12-31$642,358
Value of interest in master investment trust accounts at end of year2014-12-31$90,554,396
Value of interest in master investment trust accounts at beginning of year2014-12-31$99,979,753
Value of interest in common/collective trusts at end of year2014-12-31$206,922,099
Value of interest in common/collective trusts at beginning of year2014-12-31$165,902,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$83,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$100,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,323,804
Net investment gain or loss from common/collective trusts2014-12-31$6,593,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,770,047
Employer contributions (assets) at end of year2014-12-31$1,794
Employer contributions (assets) at beginning of year2014-12-31$294,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$60,279,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$17,111,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$180,728,877
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$48,138,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$48,089,211
Expenses. Certain deemed distributions of participant loans2013-12-31$10,078
Value of total corrective distributions2013-12-31$4,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$51,418,655
Value of total assets at end of year2013-12-31$787,785,069
Value of total assets at beginning of year2013-12-31$638,083,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,770
Total interest from all sources2013-12-31$574,266
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$18,750,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$18,750,910
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$29,540,099
Participant contributions at end of year2013-12-31$14,467,236
Participant contributions at beginning of year2013-12-31$13,524,676
Participant contributions at end of year2013-12-31$461,897
Participant contributions at beginning of year2013-12-31$383,953
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,399,492
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$621
Other income not declared elsewhere2013-12-31$127,593
Administrative expenses (other) incurred2013-12-31$34,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$132,589,944
Value of net assets at end of year (total assets less liabilities)2013-12-31$787,785,069
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$638,083,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$506,577,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$426,063,393
Interest on participant loans2013-12-31$574,266
Value of interest in master investment trust accounts at end of year2013-12-31$99,979,753
Value of interest in master investment trust accounts at beginning of year2013-12-31$74,552,310
Value of interest in common/collective trusts at end of year2013-12-31$165,902,482
Value of interest in common/collective trusts at beginning of year2013-12-31$123,171,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$100,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$132,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$77,557,377
Net investment gain or loss from common/collective trusts2013-12-31$2,748,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,479,064
Employer contributions (assets) at end of year2013-12-31$294,773
Employer contributions (assets) at beginning of year2013-12-31$255,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$48,088,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$26,297,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$116,860,726
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$40,379,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$40,343,395
Expenses. Certain deemed distributions of participant loans2012-12-31$1,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$45,216,687
Value of total assets at end of year2012-12-31$638,083,865
Value of total assets at beginning of year2012-12-31$535,305,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,522
Total interest from all sources2012-12-31$560,524
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,127,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$13,127,409
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$26,127,991
Participant contributions at end of year2012-12-31$13,524,676
Participant contributions at beginning of year2012-12-31$12,292,357
Participant contributions at end of year2012-12-31$383,953
Participant contributions at beginning of year2012-12-31$351,411
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,452,997
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$4,508
Other income not declared elsewhere2012-12-31$8,800
Administrative expenses (other) incurred2012-12-31$34,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$76,481,725
Value of net assets at end of year (total assets less liabilities)2012-12-31$638,083,865
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$535,305,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$426,063,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$352,571,826
Interest on participant loans2012-12-31$560,524
Value of interest in master investment trust accounts at end of year2012-12-31$74,552,310
Value of interest in master investment trust accounts at beginning of year2012-12-31$56,587,436
Value of interest in common/collective trusts at end of year2012-12-31$123,171,475
Value of interest in common/collective trusts at beginning of year2012-12-31$113,101,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$132,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$167,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$35,145,701
Net investment gain or loss from common/collective trusts2012-12-31$3,533,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,635,699
Employer contributions (assets) at end of year2012-12-31$255,596
Employer contributions (assets) at beginning of year2012-12-31$233,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$40,338,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$35,080,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$47,078,509
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$29,119,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,035,023
Expenses. Certain deemed distributions of participant loans2011-12-31$22,693
Value of total corrective distributions2011-12-31$29,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$39,509,136
Value of total assets at end of year2011-12-31$535,305,012
Value of total assets at beginning of year2011-12-31$482,265,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,894
Total interest from all sources2011-12-31$547,479
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,106,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,106,352
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$23,744,213
Participant contributions at end of year2011-12-31$12,292,357
Participant contributions at beginning of year2011-12-31$10,712,149
Participant contributions at end of year2011-12-31$351,411
Participant contributions at beginning of year2011-12-31$297,365
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,883,379
Other income not declared elsewhere2011-12-31$6,681
Administrative expenses (other) incurred2011-12-31$31,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$17,959,218
Value of net assets at end of year (total assets less liabilities)2011-12-31$535,305,012
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$482,265,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$352,571,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$318,224,409
Interest on participant loans2011-12-31$547,479
Value of interest in master investment trust accounts at end of year2011-12-31$56,587,436
Value of interest in master investment trust accounts at beginning of year2011-12-31$54,426,635
Value of interest in common/collective trusts at end of year2011-12-31$113,101,334
Value of interest in common/collective trusts at beginning of year2011-12-31$98,208,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$167,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$192,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,416,930
Net investment gain or loss from common/collective trusts2011-12-31$4,281,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,881,544
Employer contributions (assets) at end of year2011-12-31$233,092
Employer contributions (assets) at beginning of year2011-12-31$204,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,035,023
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : THE AMETEK RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$94,905,341
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$31,177,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,148,218
Expenses. Certain deemed distributions of participant loans2010-12-31$2,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$34,295,158
Value of total assets at end of year2010-12-31$482,265,657
Value of total assets at beginning of year2010-12-31$418,537,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,322
Total interest from all sources2010-12-31$543,208
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,551,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$6,551,262
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$19,742,761
Participant contributions at end of year2010-12-31$10,712,149
Participant contributions at beginning of year2010-12-31$9,916,735
Participant contributions at end of year2010-12-31$297,365
Participant contributions at beginning of year2010-12-31$258,311
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,009,019
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$4,006
Other income not declared elsewhere2010-12-31$3,271
Administrative expenses (other) incurred2010-12-31$27,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$63,727,709
Value of net assets at end of year (total assets less liabilities)2010-12-31$482,265,657
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$418,537,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$318,224,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$276,600,418
Interest on participant loans2010-12-31$543,208
Value of interest in master investment trust accounts at end of year2010-12-31$54,426,635
Value of interest in master investment trust accounts at beginning of year2010-12-31$35,851,489
Value of interest in common/collective trusts at end of year2010-12-31$98,208,577
Value of interest in common/collective trusts at beginning of year2010-12-31$95,515,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$192,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$206,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,718,465
Net investment gain or loss from common/collective trusts2010-12-31$4,506,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,543,378
Employer contributions (assets) at end of year2010-12-31$204,208
Employer contributions (assets) at beginning of year2010-12-31$188,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,144,212
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for THE AMETEK RETIREMENT AND SAVINGS PLAN

2023: THE AMETEK RETIREMENT AND SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE AMETEK RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE AMETEK RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE AMETEK RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE AMETEK RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE AMETEK RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE AMETEK RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE AMETEK RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE AMETEK RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE AMETEK RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE AMETEK RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE AMETEK RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE AMETEK RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE AMETEK RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number627071
Policy instance 2
Insurance contract or identification number627071
Number of Individuals Covered12805
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number627071
Policy instance 2
Insurance contract or identification number627071
Number of Individuals Covered12432
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number627071
Policy instance 2
Insurance contract or identification number627071
Number of Individuals Covered11871
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number627071
Policy instance 2
Insurance contract or identification number627071
Number of Individuals Covered10611
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered10
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number627071
Policy instance 3
Insurance contract or identification number627071
Number of Individuals Covered11220
Insurance policy start date2019-02-11
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number627071
Policy instance 2
Insurance contract or identification number627071
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-02-11
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number627071
Policy instance 2
Insurance contract or identification number627071
Number of Individuals Covered10154
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered18
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered21
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered25
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered41
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )
Policy contract numberP4160049
Policy instance 1
Insurance contract or identification numberP4160049
Number of Individuals Covered43
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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