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BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 401k Plan overview

Plan NameBRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN
Plan identification number 007

BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072023-01-01
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01LISA S. GOLDEY
0072016-01-01LISA S. GOLDEY
0072015-01-01LISA S. GOLDEY LISA S. GOLDEY2016-08-11
0072014-01-01LISA S. GOLDEY LISA S. GOLDEY2015-09-08
0072013-01-01LISA S. GOLDEY LISA S. GOLDEY2014-09-30
0072012-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2013-09-13
0072011-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2012-10-10
0072010-01-01RICHARD LODATO RICHARD LODATO2011-10-11
0072009-01-01RICHARD LODATO RICHARD LODATO2010-10-15
0072009-01-01RICHARD C. LODATO RICHARD C. LODATO2010-10-14

Plan Statistics for BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN

Measure Date Value
2023: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01296
Total number of active participants reported on line 7a of the Form 55002023-01-01162
Number of retired or separated participants receiving benefits2023-01-0141
Number of other retired or separated participants entitled to future benefits2023-01-0176
Total of all active and inactive participants2023-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01283
Number of participants with account balances2023-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01290
Total number of active participants reported on line 7a of the Form 55002022-01-01163
Number of retired or separated participants receiving benefits2022-01-0138
Number of other retired or separated participants entitled to future benefits2022-01-0186
Total of all active and inactive participants2022-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01296
Number of participants with account balances2022-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01304
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-0139
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01290
Number of participants with account balances2021-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01316
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-01304
Number of participants with account balances2020-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01313
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-0146
Number of other retired or separated participants entitled to future benefits2019-01-01104
Total of all active and inactive participants2019-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-01316
Number of participants with account balances2019-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01337
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-0148
Number of other retired or separated participants entitled to future benefits2018-01-01106
Total of all active and inactive participants2018-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-01313
Number of participants with account balances2018-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01356
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-0145
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-01337
Number of participants with account balances2017-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01401
Total number of active participants reported on line 7a of the Form 55002016-01-01217
Number of retired or separated participants receiving benefits2016-01-0143
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-01356
Number of participants with account balances2016-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01430
Total number of active participants reported on line 7a of the Form 55002015-01-01227
Number of retired or separated participants receiving benefits2015-01-0142
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-01401
Number of participants with account balances2015-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01487
Total number of active participants reported on line 7a of the Form 55002014-01-01220
Number of retired or separated participants receiving benefits2014-01-0145
Number of other retired or separated participants entitled to future benefits2014-01-01152
Total of all active and inactive participants2014-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-01430
Number of participants with account balances2014-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01657
Total number of active participants reported on line 7a of the Form 55002013-01-01227
Number of retired or separated participants receiving benefits2013-01-0146
Number of other retired or separated participants entitled to future benefits2013-01-01181
Total of all active and inactive participants2013-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0133
Total participants2013-01-01487
Number of participants with account balances2013-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01714
Total number of active participants reported on line 7a of the Form 55002012-01-01350
Number of retired or separated participants receiving benefits2012-01-0153
Number of other retired or separated participants entitled to future benefits2012-01-01222
Total of all active and inactive participants2012-01-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0132
Total participants2012-01-01657
Number of participants with account balances2012-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01856
Total number of active participants reported on line 7a of the Form 55002011-01-01341
Number of retired or separated participants receiving benefits2011-01-01143
Number of other retired or separated participants entitled to future benefits2011-01-01174
Total of all active and inactive participants2011-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0156
Total participants2011-01-01714
Number of participants with account balances2011-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01715
Total number of active participants reported on line 7a of the Form 55002010-01-01586
Number of retired or separated participants receiving benefits2010-01-01106
Number of other retired or separated participants entitled to future benefits2010-01-01105
Total of all active and inactive participants2010-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0159
Total participants2010-01-01856
Number of participants with account balances2010-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,007
Total number of active participants reported on line 7a of the Form 55002009-01-01597
Number of retired or separated participants receiving benefits2009-01-01223
Number of other retired or separated participants entitled to future benefits2009-01-01226
Total of all active and inactive participants2009-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0162
Total participants2009-01-011,108
Number of participants with account balances2009-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN

Measure Date Value
2023 : BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 2023 401k financial data
Total transfer of assets from this plan2023-12-31$708,259
Total income from all sources (including contributions)2023-12-31$7,316,537
Total of all expenses incurred2023-12-31$8,513,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,513,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,637,833
Value of total assets at end of year2023-12-31$60,622,412
Value of total assets at beginning of year2023-12-31$62,527,177
Total interest from all sources2023-12-31$17,839
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 period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,513,018
Participant contributions at end of year2023-12-31$311,118
Participant contributions at beginning of year2023-12-31$312,218
Participant contributions at end of year2023-12-31$20,709
Participant contributions at beginning of year2023-12-31$19,530
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$241,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,196,506
Value of net assets at end of year (total assets less liabilities)2023-12-31$60,622,412
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$62,527,177
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$17,839
Value of interest in master investment trust accounts at end of year2023-12-31$60,053,960
Value of interest in master investment trust accounts at beginning of year2023-12-31$61,978,463
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$883,651
Employer contributions (assets) at end of year2023-12-31$236,625
Employer contributions (assets) at beginning of year2023-12-31$216,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,513,043
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 EMPLOYEE INCENTIVE THRIFT PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$629,608
Total income from all sources (including contributions)2022-12-31$-3,034,487
Total of all expenses incurred2022-12-31$6,685,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,685,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,040,471
Value of total assets at end of year2022-12-31$62,527,177
Value of total assets at beginning of year2022-12-31$72,877,266
Total interest from all sources2022-12-31$15,818
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,442,425
Participant contributions at end of year2022-12-31$312,218
Participant contributions at beginning of year2022-12-31$312,445
Participant contributions at end of year2022-12-31$19,530
Participant contributions at beginning of year2022-12-31$29,215
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$744,168
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$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,720,481
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,527,177
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,877,266
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$15,818
Value of interest in master investment trust accounts at end of year2022-12-31$61,978,463
Value of interest in master investment trust accounts at beginning of year2022-12-31$72,323,879
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$853,878
Employer contributions (assets) at end of year2022-12-31$216,966
Employer contributions (assets) at beginning of year2022-12-31$211,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,685,994
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 EMPLOYEE INCENTIVE THRIFT PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$840,035
Total income from all sources (including contributions)2021-12-31$9,020,493
Total of all expenses incurred2021-12-31$7,243,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,243,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,486,301
Value of total assets at end of year2021-12-31$72,877,266
Value of total assets at beginning of year2021-12-31$71,940,794
Total interest from all sources2021-12-31$13,269
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 period2021-12-31No
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$1,397,475
Participant contributions at end of year2021-12-31$312,445
Participant contributions at beginning of year2021-12-31$286,441
Participant contributions at end of year2021-12-31$29,215
Participant contributions at beginning of year2021-12-31$53,544
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$259,519
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$141,290
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$1,776,507
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,877,266
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$71,940,794
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$13,269
Value of interest in master investment trust accounts at end of year2021-12-31$72,323,879
Value of interest in master investment trust accounts at beginning of year2021-12-31$71,217,391
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$829,307
Employer contributions (assets) at end of year2021-12-31$211,727
Employer contributions (assets) at beginning of year2021-12-31$242,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,243,986
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 EMPLOYEE INCENTIVE THRIFT PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$5,859
Total income from all sources (including contributions)2020-12-31$10,483,511
Total of all expenses incurred2020-12-31$7,061,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,061,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,343,626
Value of total assets at end of year2020-12-31$71,940,794
Value of total assets at beginning of year2020-12-31$68,524,759
Total interest from all sources2020-12-31$17,619
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 period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
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$1,397,801
Participant contributions at end of year2020-12-31$286,441
Participant contributions at beginning of year2020-12-31$410,084
Participant contributions at end of year2020-12-31$53,544
Participant contributions at beginning of year2020-12-31$853
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$106,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$141,290
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$3,421,894
Value of net assets at end of year (total assets less liabilities)2020-12-31$71,940,794
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$68,524,759
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$17,619
Value of interest in master investment trust accounts at end of year2020-12-31$71,217,391
Value of interest in master investment trust accounts at beginning of year2020-12-31$67,888,802
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$839,262
Employer contributions (assets) at end of year2020-12-31$242,128
Employer contributions (assets) at beginning of year2020-12-31$225,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,061,617
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 EMPLOYEE INCENTIVE THRIFT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$989,861
Total income from all sources (including contributions)2019-12-31$14,599,312
Total of all expenses incurred2019-12-31$5,633,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,633,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,513,934
Value of total assets at end of year2019-12-31$68,524,759
Value of total assets at beginning of year2019-12-31$60,548,536
Total interest from all sources2019-12-31$24,587
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 period2019-12-31No
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$1,408,982
Participant contributions at end of year2019-12-31$410,084
Participant contributions at beginning of year2019-12-31$512,933
Participant contributions at end of year2019-12-31$853
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$269,915
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$8,966,084
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,524,759
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,548,536
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$24,587
Value of interest in master investment trust accounts at end of year2019-12-31$67,888,802
Value of interest in master investment trust accounts at beginning of year2019-12-31$59,815,156
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$835,037
Employer contributions (assets) at end of year2019-12-31$225,020
Employer contributions (assets) at beginning of year2019-12-31$220,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,633,228
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 EMPLOYEE INCENTIVE THRIFT PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$220,259
Total income from all sources (including contributions)2018-12-31$-1,172,350
Total of all expenses incurred2018-12-31$11,185,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,185,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,833,729
Value of total assets at end of year2018-12-31$60,548,536
Value of total assets at beginning of year2018-12-31$73,126,974
Total interest from all sources2018-12-31$24,858
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 period2018-12-31No
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$1,426,227
Participant contributions at end of year2018-12-31$512,933
Participant contributions at beginning of year2018-12-31$586,227
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$27,249
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$276,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,358,179
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,548,536
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$73,126,974
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$24,858
Value of interest in master investment trust accounts at end of year2018-12-31$59,815,156
Value of interest in master investment trust accounts at beginning of year2018-12-31$72,204,507
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,130,764
Employer contributions (assets) at end of year2018-12-31$220,447
Employer contributions (assets) at beginning of year2018-12-31$308,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,185,829
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 EMPLOYEE INCENTIVE THRIFT PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$274
Total income from all sources (including contributions)2017-12-31$14,681,764
Total of all expenses incurred2017-12-31$6,631,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,631,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,097,792
Value of total assets at end of year2017-12-31$73,126,974
Value of total assets at beginning of year2017-12-31$65,076,774
Total interest from all sources2017-12-31$26,746
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$1,852,015
Participant contributions at end of year2017-12-31$586,227
Participant contributions at beginning of year2017-12-31$605,699
Participant contributions at end of year2017-12-31$27,249
Participant contributions at beginning of year2017-12-31$30,546
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,136,240
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$8,050,474
Value of net assets at end of year (total assets less liabilities)2017-12-31$73,126,974
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$65,076,774
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$26,746
Value of interest in master investment trust accounts at end of year2017-12-31$72,204,507
Value of interest in master investment trust accounts at beginning of year2017-12-31$64,131,362
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$1,109,537
Employer contributions (assets) at end of year2017-12-31$308,991
Employer contributions (assets) at beginning of year2017-12-31$309,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,631,290
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 EMPLOYEE INCENTIVE THRIFT PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$243,390
Total income from all sources (including contributions)2016-12-31$831,634
Total of all expenses incurred2016-12-31$7,098,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,098,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,087,787
Value of total assets at end of year2016-12-31$65,076,774
Value of total assets at beginning of year2016-12-31$71,586,839
Total interest from all sources2016-12-31$23,113
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$1,899,446
Participant contributions at end of year2016-12-31$605,699
Participant contributions at beginning of year2016-12-31$514,620
Participant contributions at end of year2016-12-31$30,546
Participant contributions at beginning of year2016-12-31$31,829
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$72,401
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$182,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-6,266,675
Value of net assets at end of year (total assets less liabilities)2016-12-31$65,076,774
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,586,839
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$23,113
Value of interest in master investment trust accounts at end of year2016-12-31$64,131,362
Value of interest in master investment trust accounts at beginning of year2016-12-31$70,549,495
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$1,115,940
Employer contributions (assets) at end of year2016-12-31$309,167
Employer contributions (assets) at beginning of year2016-12-31$308,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,098,309
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 EMPLOYEE INCENTIVE THRIFT PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$140,000
Total income from all sources (including contributions)2015-12-31$9,306,298
Total of all expenses incurred2015-12-31$8,434,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,434,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,512,224
Value of total assets at end of year2015-12-31$71,586,839
Value of total assets at beginning of year2015-12-31$70,854,969
Total interest from all sources2015-12-31$20,338
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$1,803,152
Participant contributions at end of year2015-12-31$514,620
Participant contributions at beginning of year2015-12-31$497,268
Participant contributions at end of year2015-12-31$31,829
Participant contributions at beginning of year2015-12-31$33,351
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$640,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$182,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$193,850
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$871,870
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,586,839
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,854,969
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$20,338
Value of interest in master investment trust accounts at end of year2015-12-31$70,549,495
Value of interest in master investment trust accounts at beginning of year2015-12-31$69,832,000
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$1,068,901
Employer contributions (assets) at end of year2015-12-31$308,575
Employer contributions (assets) at beginning of year2015-12-31$298,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,434,428
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 EMPLOYEE INCENTIVE THRIFT PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$441,519
Total income from all sources (including contributions)2014-12-31$8,754,715
Total of all expenses incurred2014-12-31$9,999,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,999,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,836,379
Value of total assets at end of year2014-12-31$70,854,969
Value of total assets at beginning of year2014-12-31$72,541,266
Total interest from all sources2014-12-31$23,388
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$1,696,303
Participant contributions at end of year2014-12-31$497,268
Participant contributions at beginning of year2014-12-31$645,466
Participant contributions at end of year2014-12-31$33,351
Participant contributions at beginning of year2014-12-31$37,475
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$138,778
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$193,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$216,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,244,778
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,854,969
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$72,541,266
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$23,388
Value of interest in master investment trust accounts at end of year2014-12-31$69,832,000
Value of interest in master investment trust accounts at beginning of year2014-12-31$71,343,073
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$1,001,298
Employer contributions (assets) at end of year2014-12-31$298,500
Employer contributions (assets) at beginning of year2014-12-31$298,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,999,493
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 EMPLOYEE INCENTIVE THRIFT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$21,190,099
Total of all expenses incurred2013-12-31$7,771,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,771,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,069,849
Value of total assets at end of year2013-12-31$72,541,266
Value of total assets at beginning of year2013-12-31$59,122,985
Total interest from all sources2013-12-31$25,969
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$1,689,713
Participant contributions at end of year2013-12-31$645,466
Participant contributions at beginning of year2013-12-31$515,204
Participant contributions at end of year2013-12-31$37,475
Participant contributions at beginning of year2013-12-31$23,889
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$359,862
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$216,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,418,281
Value of net assets at end of year (total assets less liabilities)2013-12-31$72,541,266
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,122,985
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$25,969
Value of interest in master investment trust accounts at end of year2013-12-31$71,343,073
Value of interest in master investment trust accounts at beginning of year2013-12-31$58,280,528
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$1,020,274
Employer contributions (assets) at end of year2013-12-31$298,302
Employer contributions (assets) at beginning of year2013-12-31$303,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,771,818
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 EMPLOYEE INCENTIVE THRIFT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,266,942
Total of all expenses incurred2012-12-31$11,629,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,629,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,083,406
Value of total assets at end of year2012-12-31$59,122,985
Value of total assets at beginning of year2012-12-31$66,485,114
Total interest from all sources2012-12-31$30,607
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$1,648,922
Participant contributions at end of year2012-12-31$515,204
Participant contributions at beginning of year2012-12-31$692,278
Participant contributions at end of year2012-12-31$23,889
Participant contributions at beginning of year2012-12-31$14,665
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$406,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-7,362,129
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,122,985
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$66,485,114
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$30,607
Value of interest in master investment trust accounts at end of year2012-12-31$58,280,528
Value of interest in master investment trust accounts at beginning of year2012-12-31$65,333,219
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$1,027,788
Employer contributions (assets) at end of year2012-12-31$303,364
Employer contributions (assets) at beginning of year2012-12-31$444,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,629,071
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 EMPLOYEE INCENTIVE THRIFT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$13,677,404
Total of all expenses incurred2011-12-31$10,879,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,879,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,871,803
Value of total assets at end of year2011-12-31$66,485,114
Value of total assets at beginning of year2011-12-31$63,686,977
Total interest from all sources2011-12-31$35,169
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$2,326,192
Participant contributions at end of year2011-12-31$692,278
Participant contributions at beginning of year2011-12-31$559,270
Participant contributions at end of year2011-12-31$14,665
Participant contributions at beginning of year2011-12-31$25,791
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$43,718
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$2,798,265
Value of net assets at end of year (total assets less liabilities)2011-12-31$66,485,114
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,686,977
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$35,169
Value of interest in master investment trust accounts at end of year2011-12-31$65,333,219
Value of interest in master investment trust accounts at beginning of year2011-12-31$63,090,036
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$1,501,893
Employer contributions (assets) at end of year2011-12-31$444,952
Employer contributions (assets) at beginning of year2011-12-31$11,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,879,139
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 EMPLOYEE INCENTIVE THRIFT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$8,597,831
Total of all expenses incurred2010-12-31$7,287,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,287,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,733,428
Value of total assets at end of year2010-12-31$63,686,977
Value of total assets at beginning of year2010-12-31$62,376,360
Total interest from all sources2010-12-31$36,743
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$1,994,630
Participant contributions at end of year2010-12-31$559,270
Participant contributions at beginning of year2010-12-31$609,221
Participant contributions at end of year2010-12-31$25,791
Participant contributions at beginning of year2010-12-31$19,485
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$927,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$359,825
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$1,310,617
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,686,977
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$62,376,360
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$36,743
Value of interest in master investment trust accounts at end of year2010-12-31$63,090,036
Value of interest in master investment trust accounts at beginning of year2010-12-31$61,379,324
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$811,309
Employer contributions (assets) at end of year2010-12-31$11,880
Employer contributions (assets) at beginning of year2010-12-31$8,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,287,214
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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN

2023: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 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 EMPLOYEE INCENTIVE THRIFT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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