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BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 401k Plan overview

Plan NameBRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM
Plan identification number 002

BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS has sponsored the creation of one or more 401k plans.

Company Name:BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS
Employer identification number (EIN):220790350
NAIC Classification:325410

Additional information about BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0326501

More information about BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LISA S. GOLDEY
0022016-01-01LISA S. GOLDEY
0022015-01-01LISA S. GOLDEY LISA S. GOLDEY2016-08-11
0022014-01-01LISA S. GOLDEY LISA S. GOLDEY2015-09-08
0022013-01-01LISA S. GOLDEY LISA S. GOLDEY2014-09-29
0022012-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2013-09-13
0022011-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2012-10-10
0022010-01-01RICHARD LODATO RICHARD LODATO2011-10-11
0022009-01-01RICHARD C. LODATO RICHARD C. LODATO2010-10-14
0022009-01-01RICHARD LODATO RICHARD LODATO2010-10-15

Plan Statistics for BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM

Measure Date Value
2023: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2023 401k membership
Total participants, beginning-of-year2023-01-0134,651
Total number of active participants reported on line 7a of the Form 55002023-01-0120,346
Number of retired or separated participants receiving benefits2023-01-01693
Number of other retired or separated participants entitled to future benefits2023-01-0112,183
Total of all active and inactive participants2023-01-0133,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01117
Total participants2023-01-0133,339
Number of participants with account balances2023-01-0133,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011,307
2022: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-0132,316
Total number of active participants reported on line 7a of the Form 55002022-01-0122,254
Number of retired or separated participants receiving benefits2022-01-01713
Number of other retired or separated participants entitled to future benefits2022-01-0111,547
Total of all active and inactive participants2022-01-0134,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01137
Total participants2022-01-0134,651
Number of participants with account balances2022-01-0132,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,179
2021: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-0128,186
Total number of active participants reported on line 7a of the Form 55002021-01-0120,296
Number of retired or separated participants receiving benefits2021-01-01722
Number of other retired or separated participants entitled to future benefits2021-01-0111,151
Total of all active and inactive participants2021-01-0132,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01147
Total participants2021-01-0132,316
Number of participants with account balances2021-01-0130,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01860
2020: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-0121,500
Total number of active participants reported on line 7a of the Form 55002020-01-0118,966
Number of retired or separated participants receiving benefits2020-01-01312
Number of other retired or separated participants entitled to future benefits2020-01-018,737
Total of all active and inactive participants2020-01-0128,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01171
Total participants2020-01-0128,186
Number of participants with account balances2020-01-0121,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01389
2019: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-0121,619
Total number of active participants reported on line 7a of the Form 55002019-01-0112,018
Number of retired or separated participants receiving benefits2019-01-01739
Number of other retired or separated participants entitled to future benefits2019-01-018,587
Total of all active and inactive participants2019-01-0121,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01156
Total participants2019-01-0121,500
Number of participants with account balances2019-01-0119,977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01416
2018: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-0121,507
Total number of active participants reported on line 7a of the Form 55002018-01-0111,917
Number of retired or separated participants receiving benefits2018-01-01735
Number of other retired or separated participants entitled to future benefits2018-01-018,816
Total of all active and inactive participants2018-01-0121,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01151
Total participants2018-01-0121,619
Number of participants with account balances2018-01-0120,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01487
2017: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-0122,125
Total number of active participants reported on line 7a of the Form 55002017-01-0112,160
Number of retired or separated participants receiving benefits2017-01-01723
Number of other retired or separated participants entitled to future benefits2017-01-018,484
Total of all active and inactive participants2017-01-0121,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01140
Total participants2017-01-0121,507
Number of participants with account balances2017-01-0119,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01565
2016: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-0122,558
Total number of active participants reported on line 7a of the Form 55002016-01-0112,980
Number of retired or separated participants receiving benefits2016-01-01702
Number of other retired or separated participants entitled to future benefits2016-01-018,258
Total of all active and inactive participants2016-01-0121,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01185
Total participants2016-01-0122,125
Number of participants with account balances2016-01-0120,385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01436
2015: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-0122,998
Total number of active participants reported on line 7a of the Form 55002015-01-0112,858
Number of retired or separated participants receiving benefits2015-01-01694
Number of other retired or separated participants entitled to future benefits2015-01-018,842
Total of all active and inactive participants2015-01-0122,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01164
Total participants2015-01-0122,558
Number of participants with account balances2015-01-0120,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01461
2014: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-0124,540
Total number of active participants reported on line 7a of the Form 55002014-01-0112,960
Number of retired or separated participants receiving benefits2014-01-01711
Number of other retired or separated participants entitled to future benefits2014-01-019,172
Total of all active and inactive participants2014-01-0122,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01155
Total participants2014-01-0122,998
Number of participants with account balances2014-01-0121,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01386
2013: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-0121,853
Total number of active participants reported on line 7a of the Form 55002013-01-0114,504
Number of retired or separated participants receiving benefits2013-01-01712
Number of other retired or separated participants entitled to future benefits2013-01-019,174
Total of all active and inactive participants2013-01-0124,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01150
Total participants2013-01-0124,540
Number of participants with account balances2013-01-0122,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01294
2012: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-0123,345
Total number of active participants reported on line 7a of the Form 55002012-01-0111,938
Number of retired or separated participants receiving benefits2012-01-01881
Number of other retired or separated participants entitled to future benefits2012-01-018,838
Total of all active and inactive participants2012-01-0121,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01196
Total participants2012-01-0121,853
Number of participants with account balances2012-01-0121,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01183
2011: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-0123,328
Total number of active participants reported on line 7a of the Form 55002011-01-0112,789
Number of retired or separated participants receiving benefits2011-01-011,859
Number of other retired or separated participants entitled to future benefits2011-01-018,204
Total of all active and inactive participants2011-01-0122,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01493
Total participants2011-01-0123,345
Number of participants with account balances2011-01-0122,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01182
2010: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-01-0129,121
Total number of active participants reported on line 7a of the Form 55002010-01-0112,519
Number of retired or separated participants receiving benefits2010-01-011,941
Number of other retired or separated participants entitled to future benefits2010-01-018,384
Total of all active and inactive participants2010-01-0122,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01484
Total participants2010-01-0123,328
Number of participants with account balances2010-01-0121,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01287
2009: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-0132,279
Total number of active participants reported on line 7a of the Form 55002009-01-0112,743
Number of retired or separated participants receiving benefits2009-01-013,497
Number of other retired or separated participants entitled to future benefits2009-01-0118,801
Total of all active and inactive participants2009-01-0135,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01496
Total participants2009-01-0135,537
Number of participants with account balances2009-01-0129,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01276

Financial Data on BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM

Measure Date Value
2023 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2023 401k financial data
Total transfer of assets to this plan2023-12-31$815,449
Total income from all sources (including contributions)2023-12-31$2,234,083,294
Total of all expenses incurred2023-12-31$892,222,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$892,222,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$731,670,128
Value of total assets at end of year2023-12-31$10,303,646,679
Value of total assets at beginning of year2023-12-31$8,960,970,775
Total interest from all sources2023-12-31$1,845,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$375,749,425
Participant contributions at end of year2023-12-31$32,433,417
Participant contributions at beginning of year2023-12-31$29,718,705
Participant contributions at end of year2023-12-31$7,938,285
Participant contributions at beginning of year2023-12-31$7,632,928
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$66,630,349
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$1,341,860,455
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,303,646,679
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,960,970,775
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
Interest on participant loans2023-12-31$1,845,285
Value of interest in master investment trust accounts at end of year2023-12-31$10,160,811,168
Value of interest in master investment trust accounts at beginning of year2023-12-31$8,920,005,983
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$289,290,354
Employer contributions (assets) at end of year2023-12-31$102,463,809
Employer contributions (assets) at beginning of year2023-12-31$3,613,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$892,222,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
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 name2023-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2023-12-31222027092
2022 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2022 401k financial data
Total transfer of assets to this plan2022-12-31$5,817,505
Total income from all sources (including contributions)2022-12-31$-1,140,538,238
Total of all expenses incurred2022-12-31$776,883,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$776,883,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$580,222,162
Value of total assets at end of year2022-12-31$8,960,970,775
Value of total assets at beginning of year2022-12-31$10,872,575,407
Total interest from all sources2022-12-31$1,314,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$342,260,399
Participant contributions at end of year2022-12-31$29,718,705
Participant contributions at beginning of year2022-12-31$27,252,875
Participant contributions at end of year2022-12-31$7,632,928
Participant contributions at beginning of year2022-12-31$6,983,897
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$67,822,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,917,422,137
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,960,970,775
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,872,575,407
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
Interest on participant loans2022-12-31$1,314,200
Value of interest in master investment trust accounts at end of year2022-12-31$8,920,005,983
Value of interest in master investment trust accounts at beginning of year2022-12-31$10,835,097,805
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$170,139,102
Employer contributions (assets) at end of year2022-12-31$3,613,159
Employer contributions (assets) at beginning of year2022-12-31$3,240,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$776,883,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2022-12-31222027092
2021 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2021 401k financial data
Total transfer of assets to this plan2021-12-31$1,572,426,719
Total income from all sources (including contributions)2021-12-31$1,786,018,706
Total of all expenses incurred2021-12-31$884,565,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$884,565,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$488,577,459
Value of total assets at end of year2021-12-31$10,872,575,407
Value of total assets at beginning of year2021-12-31$8,398,695,702
Total interest from all sources2021-12-31$1,310,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$312,809,505
Participant contributions at end of year2021-12-31$27,252,875
Participant contributions at beginning of year2021-12-31$21,262,448
Participant contributions at end of year2021-12-31$6,983,897
Participant contributions at beginning of year2021-12-31$10,398,501
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$114,894,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,719,049
Other income not declared elsewhere2021-12-31$639,060
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$901,452,986
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,872,575,407
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,398,695,702
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
Interest on participant loans2021-12-31$1,310,478
Value of interest in master investment trust accounts at end of year2021-12-31$10,835,097,805
Value of interest in master investment trust accounts at beginning of year2021-12-31$8,268,169,767
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$60,873,353
Employer contributions (assets) at end of year2021-12-31$3,240,830
Employer contributions (assets) at beginning of year2021-12-31$94,145,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$884,565,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2021-12-31222027092
2020 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2020 401k financial data
Total transfer of assets to this plan2020-12-31$414,008,583
Total income from all sources (including contributions)2020-12-31$1,743,434,934
Total of all expenses incurred2020-12-31$529,658,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$529,658,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$440,110,579
Value of total assets at end of year2020-12-31$8,398,695,702
Value of total assets at beginning of year2020-12-31$6,770,911,075
Total interest from all sources2020-12-31$1,128,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$199,801,489
Participant contributions at end of year2020-12-31$21,262,448
Participant contributions at beginning of year2020-12-31$21,092,096
Participant contributions at end of year2020-12-31$10,398,501
Participant contributions at beginning of year2020-12-31$3,983,887
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,900,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,719,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,435,033
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$1,213,776,044
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,398,695,702
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,770,911,075
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
Interest on participant loans2020-12-31$1,128,711
Value of interest in master investment trust accounts at end of year2020-12-31$8,268,169,767
Value of interest in master investment trust accounts at beginning of year2020-12-31$6,662,444,985
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$190,408,808
Employer contributions (assets) at end of year2020-12-31$94,145,937
Employer contributions (assets) at beginning of year2020-12-31$83,390,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$529,658,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2020-12-31222027092
2019 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2019 401k financial data
Total transfer of assets to this plan2019-12-31$989,861
Total income from all sources (including contributions)2019-12-31$1,861,051,363
Total of all expenses incurred2019-12-31$562,167,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$562,167,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$615,001,947
Value of total assets at end of year2019-12-31$6,770,911,075
Value of total assets at beginning of year2019-12-31$5,471,037,757
Total interest from all sources2019-12-31$1,199,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$183,192,539
Participant contributions at end of year2019-12-31$21,092,096
Participant contributions at beginning of year2019-12-31$21,348,780
Participant contributions at end of year2019-12-31$3,983,887
Participant contributions at beginning of year2019-12-31$3,941,483
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$261,010,497
Other income not declared elsewhere2019-12-31$1,276,402
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$1,298,883,457
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,770,911,075
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,471,037,757
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
Interest on participant loans2019-12-31$1,199,995
Value of interest in master investment trust accounts at end of year2019-12-31$6,662,444,985
Value of interest in master investment trust accounts at beginning of year2019-12-31$5,364,812,042
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$170,798,911
Employer contributions (assets) at end of year2019-12-31$83,390,107
Employer contributions (assets) at beginning of year2019-12-31$80,935,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$562,167,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2019-12-31222027092
2018 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2018 401k financial data
Total transfer of assets to this plan2018-12-31$220,259
Total income from all sources (including contributions)2018-12-31$20,098,909
Total of all expenses incurred2018-12-31$505,007,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$505,007,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$371,006,576
Value of total assets at end of year2018-12-31$5,471,037,757
Value of total assets at beginning of year2018-12-31$5,955,725,645
Total interest from all sources2018-12-31$1,056,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$174,827,694
Participant contributions at end of year2018-12-31$21,348,780
Participant contributions at beginning of year2018-12-31$22,213,385
Participant contributions at end of year2018-12-31$3,941,483
Participant contributions at beginning of year2018-12-31$3,952,467
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,306,896
Other income not declared elsewhere2018-12-31$2,202,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-484,908,147
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,471,037,757
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,955,725,645
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
Interest on participant loans2018-12-31$1,056,955
Value of interest in master investment trust accounts at end of year2018-12-31$5,364,812,042
Value of interest in master investment trust accounts at beginning of year2018-12-31$5,848,310,946
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$163,871,986
Employer contributions (assets) at end of year2018-12-31$80,935,452
Employer contributions (assets) at beginning of year2018-12-31$81,248,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$505,007,056
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 name2018-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2018-12-31222027092
2017 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2017 401k financial data
Total transfer of assets to this plan2017-12-31$274
Total income from all sources (including contributions)2017-12-31$1,224,188,320
Total of all expenses incurred2017-12-31$505,263,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$505,263,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$370,883,161
Value of total assets at end of year2017-12-31$5,955,725,645
Value of total assets at beginning of year2017-12-31$5,236,800,622
Total interest from all sources2017-12-31$987,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$174,438,588
Participant contributions at end of year2017-12-31$22,213,385
Participant contributions at beginning of year2017-12-31$22,017,668
Participant contributions at end of year2017-12-31$3,952,467
Participant contributions at beginning of year2017-12-31$4,016,021
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,546,529
Other income not declared elsewhere2017-12-31$2,142,272
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$718,924,749
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,955,725,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,236,800,622
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
Interest on participant loans2017-12-31$987,767
Value of interest in master investment trust accounts at end of year2017-12-31$5,848,310,946
Value of interest in master investment trust accounts at beginning of year2017-12-31$5,127,202,023
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$164,898,044
Employer contributions (assets) at end of year2017-12-31$81,248,847
Employer contributions (assets) at beginning of year2017-12-31$83,564,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$505,263,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2017-12-31222027092
2016 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2016 401k financial data
Total transfer of assets to this plan2016-12-31$243,390
Total income from all sources (including contributions)2016-12-31$550,847,508
Total of all expenses incurred2016-12-31$403,689,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$403,689,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$374,992,809
Value of total assets at end of year2016-12-31$5,236,800,622
Value of total assets at beginning of year2016-12-31$5,089,399,212
Total interest from all sources2016-12-31$924,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$176,044,652
Participant contributions at end of year2016-12-31$22,017,668
Participant contributions at beginning of year2016-12-31$22,128,889
Participant contributions at end of year2016-12-31$4,016,021
Participant contributions at beginning of year2016-12-31$3,462,641
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,714,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,907,183
Other income not declared elsewhere2016-12-31$1,759,990
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$147,158,020
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,236,800,622
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,089,399,212
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
Interest on participant loans2016-12-31$924,586
Value of interest in master investment trust accounts at end of year2016-12-31$5,127,202,023
Value of interest in master investment trust accounts at beginning of year2016-12-31$4,978,285,054
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$169,233,285
Employer contributions (assets) at end of year2016-12-31$83,564,910
Employer contributions (assets) at beginning of year2016-12-31$80,615,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$403,689,488
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 appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2016-12-31222027092
2015 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2015 401k financial data
Total transfer of assets to this plan2015-12-31$140,000
Total income from all sources (including contributions)2015-12-31$538,359,796
Total of all expenses incurred2015-12-31$490,806,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$490,806,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$361,034,287
Value of total assets at end of year2015-12-31$5,089,399,212
Value of total assets at beginning of year2015-12-31$5,041,706,281
Total interest from all sources2015-12-31$918,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$168,449,595
Participant contributions at end of year2015-12-31$22,128,889
Participant contributions at beginning of year2015-12-31$21,905,787
Participant contributions at end of year2015-12-31$3,462,641
Participant contributions at beginning of year2015-12-31$4,422,525
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,662,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,907,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,115,958
Other income not declared elsewhere2015-12-31$1,861,095
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$47,552,931
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,089,399,212
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,041,706,281
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
Interest on participant loans2015-12-31$918,749
Value of interest in master investment trust accounts at end of year2015-12-31$4,978,285,054
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,930,491,122
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$163,922,126
Employer contributions (assets) at end of year2015-12-31$80,615,445
Employer contributions (assets) at beginning of year2015-12-31$79,770,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$490,806,865
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 appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2015-12-31222027092
2014 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2014 401k financial data
Total transfer of assets to this plan2014-12-31$441,519
Total income from all sources (including contributions)2014-12-31$718,113,425
Total of all expenses incurred2014-12-31$610,663,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$610,663,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$348,472,944
Value of total assets at end of year2014-12-31$5,041,706,281
Value of total assets at beginning of year2014-12-31$4,933,815,154
Total interest from all sources2014-12-31$912,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$157,960,803
Participant contributions at end of year2014-12-31$21,905,787
Participant contributions at beginning of year2014-12-31$23,603,789
Participant contributions at end of year2014-12-31$4,422,525
Participant contributions at beginning of year2014-12-31$4,709,603
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,606,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,115,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,493,492
Other income not declared elsewhere2014-12-31$1,775,366
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$107,449,608
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,041,706,281
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,933,815,154
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
Interest on participant loans2014-12-31$912,972
Value of interest in master investment trust accounts at end of year2014-12-31$4,930,491,122
Value of interest in master investment trust accounts at beginning of year2014-12-31$4,816,799,242
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$157,906,023
Employer contributions (assets) at end of year2014-12-31$79,770,889
Employer contributions (assets) at beginning of year2014-12-31$83,209,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$610,663,817
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 appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2014-12-31222027092
2013 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2013 401k financial data
Total transfer of assets to this plan2013-12-31$129,815,917
Total income from all sources (including contributions)2013-12-31$1,313,895,321
Total of all expenses incurred2013-12-31$432,943,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$432,943,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$351,072,044
Value of total assets at end of year2013-12-31$4,933,815,154
Value of total assets at beginning of year2013-12-31$3,923,047,914
Total interest from all sources2013-12-31$914,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$160,980,083
Participant contributions at end of year2013-12-31$23,603,789
Participant contributions at beginning of year2013-12-31$21,396,686
Participant contributions at end of year2013-12-31$4,709,603
Participant contributions at beginning of year2013-12-31$3,690,709
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,966,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,493,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$2,111,120
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$880,951,323
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,933,815,154
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,923,047,914
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
Interest on participant loans2013-12-31$914,812
Value of interest in master investment trust accounts at end of year2013-12-31$4,816,799,242
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,813,125,706
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$163,125,703
Employer contributions (assets) at end of year2013-12-31$83,209,028
Employer contributions (assets) at beginning of year2013-12-31$84,834,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$432,943,998
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 appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2013-12-31222027092
2012 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$653,382,758
Total of all expenses incurred2012-12-31$281,676,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$281,676,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$357,209,406
Value of total assets at end of year2012-12-31$3,923,047,914
Value of total assets at beginning of year2012-12-31$3,551,341,601
Total interest from all sources2012-12-31$881,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$162,668,991
Participant contributions at end of year2012-12-31$21,396,686
Participant contributions at beginning of year2012-12-31$19,684,701
Participant contributions at end of year2012-12-31$3,690,709
Participant contributions at beginning of year2012-12-31$2,894,126
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$26,014,523
Other income not declared elsewhere2012-12-31$2,590,083
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$371,706,313
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,923,047,914
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,551,341,601
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
Interest on participant loans2012-12-31$881,758
Value of interest in master investment trust accounts at end of year2012-12-31$3,813,125,706
Value of interest in master investment trust accounts at beginning of year2012-12-31$3,448,874,196
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$168,525,892
Employer contributions (assets) at end of year2012-12-31$84,834,813
Employer contributions (assets) at beginning of year2012-12-31$79,888,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$281,676,445
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 appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2012-12-31222027092
2011 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2011 401k financial data
Total transfer of assets to this plan2011-12-31$83,285,199
Total income from all sources (including contributions)2011-12-31$526,600,114
Total of all expenses incurred2011-12-31$281,342,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$281,342,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$325,184,176
Value of total assets at end of year2011-12-31$3,551,341,601
Value of total assets at beginning of year2011-12-31$3,222,799,441
Total interest from all sources2011-12-31$879,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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 period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$149,654,470
Participant contributions at end of year2011-12-31$19,684,701
Participant contributions at beginning of year2011-12-31$17,717,097
Participant contributions at end of year2011-12-31$2,894,126
Participant contributions at beginning of year2011-12-31$2,693,888
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,157,971
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$245,257,314
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,551,341,601
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,222,799,441
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
Interest on participant loans2011-12-31$879,979
Value of interest in master investment trust accounts at end of year2011-12-31$3,448,874,196
Value of interest in master investment trust accounts at beginning of year2011-12-31$3,123,500,355
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$157,371,735
Employer contributions (assets) at end of year2011-12-31$79,888,578
Employer contributions (assets) at beginning of year2011-12-31$78,888,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$281,342,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2011-12-31222027092
2010 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$620,948,000
Total of all expenses incurred2010-12-31$229,504,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$229,504,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$313,605,110
Value of total assets at end of year2010-12-31$3,222,799,441
Value of total assets at beginning of year2010-12-31$2,831,356,280
Total interest from all sources2010-12-31$852,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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 period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$148,428,470
Participant contributions at end of year2010-12-31$17,717,097
Participant contributions at beginning of year2010-12-31$14,970,956
Participant contributions at end of year2010-12-31$2,693,888
Participant contributions at beginning of year2010-12-31$2,305,693
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,267,758
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,791,407
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$391,443,161
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,222,799,441
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,831,356,280
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
Interest on participant loans2010-12-31$852,037
Value of interest in master investment trust accounts at end of year2010-12-31$3,123,500,355
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,806,184,166
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$155,908,882
Employer contributions (assets) at end of year2010-12-31$78,888,101
Employer contributions (assets) at beginning of year2010-12-31$1,104,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$229,504,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2010-12-31222027092
2009 : BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM

2023: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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