BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS has sponsored the creation of one or more 401k plans.
Additional information about BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS
Submission information for form 5500 for 401k plan BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN
401k plan membership statisitcs for BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN
Measure | Date | Value |
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2022: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
2021: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
2020: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
2019: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 4,030,742,955 |
Acturial value of plan assets | 2019-12-31 | 4,163,547,251 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 390,462,572 |
Number of terminated vested participants | 2019-12-31 | 17,603 |
Fundng target for terminated vested participants | 2019-12-31 | 1,523,122,733 |
Active participant vested funding target | 2019-12-31 | 798,354,524 |
Number of active participants | 2019-12-31 | 4,481 |
Total funding liabilities for active participants | 2019-12-31 | 858,130,633 |
Total participant count | 2019-12-31 | 23,803 |
Total funding target for all participants | 2019-12-31 | 2,771,715,938 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 331,078,703 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,585,246,778 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 7,355,000 |
Amount remaining of carryover balance | 2019-12-31 | 323,723,703 |
Amount remaining of prefunding balance | 2019-12-31 | 1,585,246,778 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 313,850,130 |
Balance of prefunding at beginning of current year | 2019-12-31 | 1,536,896,751 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 12,214,483 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 12,214,483 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 12,214,483 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 23,082 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 4,434,443,857 |
Acturial value of plan assets | 2018-12-31 | 4,137,207,303 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 287,279,658 |
Number of terminated vested participants | 2018-12-31 | 18,199 |
Fundng target for terminated vested participants | 2018-12-31 | 1,521,248,605 |
Active participant vested funding target | 2018-12-31 | 892,888,999 |
Number of active participants | 2018-12-31 | 5,089 |
Total funding liabilities for active participants | 2018-12-31 | 967,574,014 |
Total participant count | 2018-12-31 | 24,588 |
Total funding target for all participants | 2018-12-31 | 2,776,102,277 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 406,767,422 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,350,755,605 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 2,846,690 |
Amount remaining of carryover balance | 2018-12-31 | 403,920,732 |
Amount remaining of prefunding balance | 2018-12-31 | 1,350,755,605 |
Present value of excess contributions | 2018-12-31 | 187,323,871 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 198,886,605 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 142,962,668 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 331,078,703 |
Balance of prefunding at beginning of current year | 2018-12-31 | 1,585,246,778 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 7,355,000 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 7,355,000 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 7,355,000 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 23,955 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4,446 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,557 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 16,875 |
Total of all active and inactive participants | 2018-01-01 | 22,878 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 204 |
Total participants | 2018-01-01 | 23,082 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 3,827,683,502 |
Acturial value of plan assets | 2017-12-31 | 3,875,130,259 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 195,215,062 |
Number of terminated vested participants | 2017-12-31 | 18,404 |
Fundng target for terminated vested participants | 2017-12-31 | 1,383,722,753 |
Active participant vested funding target | 2017-12-31 | 974,946,514 |
Number of active participants | 2017-12-31 | 5,869 |
Total funding liabilities for active participants | 2017-12-31 | 1,068,071,225 |
Total participant count | 2017-12-31 | 25,239 |
Total funding target for all participants | 2017-12-31 | 2,647,009,040 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 399,329,240 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,239,680,254 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 4,352,000 |
Amount remaining of carryover balance | 2017-12-31 | 394,977,240 |
Amount remaining of prefunding balance | 2017-12-31 | 1,239,680,254 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 23,599,779 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 406,767,422 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,350,755,605 |
Total employer contributions | 2017-12-31 | 200,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 188,829,910 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 4,352,000 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 4,352,000 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 2,845,961 |
Additional cash requirement | 2017-12-31 | 1,506,039 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 188,829,910 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 24,862 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5,089 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,201 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 17,515 |
Total of all active and inactive participants | 2017-01-01 | 23,805 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 150 |
Total participants | 2017-01-01 | 23,955 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 3,675,528,364 |
Acturial value of plan assets | 2016-12-31 | 3,820,244,296 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 117,368,062 |
Number of terminated vested participants | 2016-12-31 | 18,726 |
Fundng target for terminated vested participants | 2016-12-31 | 1,304,196,892 |
Active participant vested funding target | 2016-12-31 | 1,033,754,762 |
Number of active participants | 2016-12-31 | 6,399 |
Total funding liabilities for active participants | 2016-12-31 | 1,129,559,036 |
Total participant count | 2016-12-31 | 25,789 |
Total funding target for all participants | 2016-12-31 | 2,551,123,990 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 407,004,592 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,254,483,155 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 2,907,000 |
Amount remaining of carryover balance | 2016-12-31 | 404,097,592 |
Amount remaining of prefunding balance | 2016-12-31 | 1,254,483,155 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 399,329,240 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,239,680,254 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 4,352,000 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 4,352,000 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 4,352,000 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 25,572 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5,868 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 880 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 17,950 |
Total of all active and inactive participants | 2016-01-01 | 24,698 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 164 |
Total participants | 2016-01-01 | 24,862 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 10 |
2015: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 26,580 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6,399 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 572 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 18,437 |
Total of all active and inactive participants | 2015-01-01 | 25,408 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 164 |
Total participants | 2015-01-01 | 25,572 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 10 |
2014: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 36,121 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7,126 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 277 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 19,066 |
Total of all active and inactive participants | 2014-01-01 | 26,469 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 111 |
Total participants | 2014-01-01 | 26,580 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 29 |
2013: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 37,774 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8,232 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 6,931 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19,453 |
Total of all active and inactive participants | 2013-01-01 | 34,616 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1,505 |
Total participants | 2013-01-01 | 36,121 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 33 |
2012: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 39,911 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8,919 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 6,900 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 20,433 |
Total of all active and inactive participants | 2012-01-01 | 36,252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1,522 |
Total participants | 2012-01-01 | 37,774 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 96 |
2011: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 41,109 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9,914 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 6,902 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 21,554 |
Total of all active and inactive participants | 2011-01-01 | 38,370 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1,541 |
Total participants | 2011-01-01 | 39,911 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 196 |
2010: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 42,330 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10,831 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 6,861 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 21,889 |
Total of all active and inactive participants | 2010-01-01 | 39,581 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1,528 |
Total participants | 2010-01-01 | 41,109 |
Number of participants with account balances | 2010-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 302 |
2009: BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 45,825 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11,804 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 6,886 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 22,157 |
Total of all active and inactive participants | 2009-01-01 | 40,847 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1,483 |
Total participants | 2009-01-01 | 42,330 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 317 |
Measure | Date | Value |
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2022 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2022 401k financial data |
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Total transfer of assets from this plan | 2022-12-31 | $5,175,498 |
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 | $1,173,259 |
Total income from all sources (including contributions) | 2022-12-31 | $1,126,392 |
Total of all expenses incurred | 2022-12-31 | $734,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $734,628 |
Value of total assets at end of year | 2022-12-31 | $0 |
Value of total assets at beginning of year | 2022-12-31 | $5,956,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $734,628 |
Other income not declared elsewhere | 2022-12-31 | $1,042,259 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $1,173,259 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $391,764 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,783,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $5,956,993 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WITHUMSMITH+BROWN, P.C. |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,173,259 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,841,320 |
Total income from all sources (including contributions) | 2021-12-31 | $162,279 |
Value of total assets at end of year | 2021-12-31 | $5,956,993 |
Value of total assets at beginning of year | 2021-12-31 | $6,462,775 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-12-31 | 0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other income not declared elsewhere | 2021-12-31 | $330,000 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $1,173,259 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $1,841,320 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $162,279 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,783,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,621,455 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $5,956,993 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $6,462,775 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WITHUMSMITH+BROWN, P.C. |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2020 401k financial data |
---|
Total transfer of assets from this plan | 2020-12-31 | $413,930,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,841,320 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,648,339 |
Total income from all sources (including contributions) | 2020-12-31 | $17,345,494 |
Total of all expenses incurred | 2020-12-31 | $419,946,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $419,946,143 |
Value of total assets at end of year | 2020-12-31 | $6,462,775 |
Value of total assets at beginning of year | 2020-12-31 | $824,800,443 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2020-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $419,946,143 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $1,841,320 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $3,648,339 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-402,600,649 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,621,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $821,152,104 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $6,462,775 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $824,800,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WITHUMSMITH+BROWN, P.C. |
Accountancy firm EIN | 2020-12-31 | 222027092 |
2019 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2019 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,648,339 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $17,627,682 |
Total income from all sources (including contributions) | 2019-12-31 | $589,838,762 |
Total of all expenses incurred | 2019-12-31 | $4,112,542,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,109,869,055 |
Value of total assets at end of year | 2019-12-31 | $824,800,443 |
Value of total assets at beginning of year | 2019-12-31 | $4,361,483,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,673,027 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $2,581,188,332 |
Administrative expenses (other) incurred | 2019-12-31 | $2,673,027 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $3,648,339 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $17,627,682 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-3,522,703,320 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $821,152,104 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,343,855,424 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $824,800,443 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $4,361,483,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,528,680,723 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | WITHUMSMITH+BROWN, P.C. |
Accountancy firm EIN | 2019-12-31 | 222027092 |
2018 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2018 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $17,627,682 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,741,642 |
Total income from all sources (including contributions) | 2018-12-31 | $-154,839,470 |
Total of all expenses incurred | 2018-12-31 | $296,751,652 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $281,751,652 |
Value of total assets at end of year | 2018-12-31 | $4,361,483,106 |
Value of total assets at beginning of year | 2018-12-31 | $4,800,188,188 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $15,000,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $15,000,000 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $17,627,682 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $4,741,642 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-451,591,122 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,343,855,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,795,446,546 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $4,361,483,106 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $4,800,188,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $281,751,652 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | WITHUMSMITH+BROWN, P.C. |
Accountancy firm EIN | 2018-12-31 | 222027092 |
2017 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,741,642 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,732,941 |
Total income from all sources (including contributions) | 2017-12-31 | $900,608,890 |
Total of all expenses incurred | 2017-12-31 | $259,615,567 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $259,615,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $200,000,000 |
Value of total assets at end of year | 2017-12-31 | $4,800,188,188 |
Value of total assets at beginning of year | 2017-12-31 | $4,159,186,164 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $4,741,642 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $4,732,941 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $640,993,323 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,795,446,546 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,154,453,223 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $4,800,188,188 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $4,159,186,164 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $200,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $259,615,567 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | WITHUMSMITH+BROWN, P.C. |
Accountancy firm EIN | 2017-12-31 | 222027092 |
2016 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,732,941 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,691,266 |
Total income from all sources (including contributions) | 2016-12-31 | $348,979,326 |
Total of all expenses incurred | 2016-12-31 | $194,110,125 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $194,110,125 |
Value of total assets at end of year | 2016-12-31 | $4,159,186,164 |
Value of total assets at beginning of year | 2016-12-31 | $4,003,275,288 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $4,732,941 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $3,691,266 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $154,869,201 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,154,453,223 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,999,584,022 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $4,159,186,164 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $4,003,275,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $194,110,125 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2016-12-31 | 222027092 |
2015 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,691,266 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,851,309 |
Total income from all sources (including contributions) | 2015-12-31 | $-57,302,406 |
Total of all expenses incurred | 2015-12-31 | $293,102,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $293,102,048 |
Value of total assets at end of year | 2015-12-31 | $4,003,275,288 |
Value of total assets at beginning of year | 2015-12-31 | $4,354,839,785 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $3,691,266 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $4,851,309 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-350,404,454 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,999,584,022 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,349,988,476 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $4,003,275,288 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $4,354,839,785 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $293,102,048 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2015-12-31 | 222027092 |
2014 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $4,851,309 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,820,698 |
Total income from all sources (including contributions) | 2014-12-31 | $558,821,590 |
Total of all expenses incurred | 2014-12-31 | $1,860,861,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,860,861,834 |
Value of total assets at end of year | 2014-12-31 | $4,354,839,785 |
Value of total assets at beginning of year | 2014-12-31 | $5,657,849,418 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $1,457,171,403 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $4,851,309 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $5,820,698 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,302,040,244 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,349,988,476 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,652,028,720 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $4,354,839,785 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $5,657,849,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $403,690,431 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2014-12-31 | 222027092 |
2013 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,820,698 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,846,083 |
Total income from all sources (including contributions) | 2013-12-31 | $1,102,523,592 |
Total of all expenses incurred | 2013-12-31 | $444,148,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $444,148,369 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $147,000,000 |
Value of total assets at end of year | 2013-12-31 | $5,657,849,418 |
Value of total assets at beginning of year | 2013-12-31 | $4,998,499,580 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $5,820,698 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $4,846,083 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $658,375,223 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,652,028,720 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,993,653,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $5,657,849,418 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $4,998,499,580 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $147,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $444,148,369 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2013-12-31 | 222027092 |
2012 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2012 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,846,083 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,354,673 |
Total income from all sources (including contributions) | 2012-12-31 | $906,072,509 |
Total of all expenses incurred | 2012-12-31 | $396,386,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $396,386,757 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $286,000,000 |
Value of total assets at end of year | 2012-12-31 | $4,998,499,580 |
Value of total assets at beginning of year | 2012-12-31 | $4,488,322,418 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $4,846,083 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $4,354,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $509,685,752 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,993,653,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,483,967,745 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $4,998,499,580 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $4,488,322,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $286,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $396,386,757 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2012-12-31 | 222027092 |
2011 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,354,673 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,248,721 |
Total income from all sources (including contributions) | 2011-12-31 | $75,388,627 |
Total of all expenses incurred | 2011-12-31 | $313,453,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $313,453,305 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $4,488,322,418 |
Value of total assets at beginning of year | 2011-12-31 | $4,728,281,144 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $4,354,673 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $6,248,721 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-238,064,678 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,483,967,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,722,032,423 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $4,488,322,418 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $4,455,281,144 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $273,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $313,453,305 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2011-12-31 | 222027092 |
2010 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,248,721 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,994,054 |
Total income from all sources (including contributions) | 2010-12-31 | $871,071,416 |
Total of all expenses incurred | 2010-12-31 | $286,812,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $286,812,608 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $270,000,000 |
Value of total assets at end of year | 2010-12-31 | $4,455,281,144 |
Value of total assets at beginning of year | 2010-12-31 | $3,868,767,669 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $6,248,721 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $3,994,054 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $584,258,808 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,449,032,423 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,864,773,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $4,455,281,144 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $3,868,767,669 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $270,000,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $273,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $286,812,608 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2010-12-31 | 222027092 |
2009 : BRISTOL-MYERS SQUIBB COMPANY RETIREMENT INCOME PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |