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BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 401k Plan overview

Plan NameBRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
Plan identification number 550

BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

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 LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5502020-01-01
5502019-01-01
5502018-01-01
5502017-01-01LISA S. GOLDEY
5502016-01-01LISA S. GOLDEY
5502015-01-01LISA S. GOLDEY LISA S. GOLDEY2016-10-14
5502014-01-01LISA S. GOLDEY LISA S. GOLDEY2015-10-14
5502013-01-01LISA S. GOLDEY LISA S. GOLDEY2014-10-10
5502012-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2013-10-11
5502011-01-01SUSAN KUNREUTHER SUSAN KUNREUTHER2012-10-10
5502009-01-01RICHARD C. LODATO RICHARD C. LODATO2010-10-14
5502009-01-01RICHARD LODATO RICHARD LODATO2010-10-15

Plan Statistics for BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Measure Date Value
2020: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-01159
Total of all active and inactive participants2020-01-01159
Total participants2020-01-01159
2019: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01163
Total number of active participants reported on line 7a of the Form 55002019-01-01163
Total of all active and inactive participants2019-01-01163
Total participants2019-01-01163
2018: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01221
Total number of active participants reported on line 7a of the Form 55002018-01-01163
Total of all active and inactive participants2018-01-01163
Total participants2018-01-01163
2017: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Total of all active and inactive participants2017-01-01221
Total participants2017-01-01221
2016: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Total of all active and inactive participants2016-01-01219
Total participants2016-01-01219
2015: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01255
Total number of active participants reported on line 7a of the Form 55002015-01-01200
Total of all active and inactive participants2015-01-01200
Total participants2015-01-01200
2014: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01266
Total number of active participants reported on line 7a of the Form 55002014-01-01255
Total of all active and inactive participants2014-01-01255
Total participants2014-01-01255
2013: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01270
Total number of active participants reported on line 7a of the Form 55002013-01-01266
Total of all active and inactive participants2013-01-01266
Total participants2013-01-01266
2012: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01281
Total number of active participants reported on line 7a of the Form 55002012-01-01270
Total of all active and inactive participants2012-01-01270
Total participants2012-01-01270
2011: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01416
Total number of active participants reported on line 7a of the Form 55002011-01-01281
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01281
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01478
Total number of active participants reported on line 7a of the Form 55002009-01-01428
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01428

Financial Data on BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Measure Date Value
2021 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2021 401k financial data
Total transfer of assets from this plan2021-12-31$2,403,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,742
Total income from all sources (including contributions)2021-12-31$85,610
Total of all expenses incurred2021-12-31$166,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$166,160
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$2,509,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$62,000
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$25,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-80,550
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,484,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$2,447,941
Net investment gain or loss from common/collective trusts2021-12-31$85,610
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$166,160
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 PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,742
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,414
Total income from all sources (including contributions)2020-12-31$375,194
Total of all expenses incurred2020-12-31$143,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$143,737
Value of total assets at end of year2020-12-31$2,509,941
Value of total assets at beginning of year2020-12-31$2,277,156
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$62,000
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$25,742
Liabilities. Value of operating payables at beginning of year2020-12-31$24,414
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$231,457
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,484,199
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,252,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$2,447,941
Value of interest in master investment trust accounts at beginning of year2020-12-31$2,277,156
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$143,737
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2020-12-31222027092
2019 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,395
Total income from all sources (including contributions)2019-12-31$404,138
Total of all expenses incurred2019-12-31$227,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$227,868
Value of total assets at end of year2019-12-31$2,277,156
Value of total assets at beginning of year2019-12-31$2,099,867
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Liabilities. Value of operating payables at end of year2019-12-31$24,414
Liabilities. Value of operating payables at beginning of year2019-12-31$23,395
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$176,270
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,252,742
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,076,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$2,277,156
Value of interest in master investment trust accounts at beginning of year2019-12-31$2,099,867
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$227,868
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 plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2019-12-31222027092
2018 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,354
Total income from all sources (including contributions)2018-12-31$-65,974
Total of all expenses incurred2018-12-31$167,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$167,363
Value of total assets at end of year2018-12-31$2,099,867
Value of total assets at beginning of year2018-12-31$2,337,163
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Liabilities. Value of operating payables at end of year2018-12-31$23,395
Liabilities. Value of operating payables at beginning of year2018-12-31$27,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-233,337
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,076,472
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,309,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$2,099,867
Value of interest in master investment trust accounts at beginning of year2018-12-31$2,337,163
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$167,363
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 plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2018-12-31222027092
2017 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,830
Total income from all sources (including contributions)2017-12-31$288,461
Total of all expenses incurred2017-12-31$275,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$275,058
Value of total assets at end of year2017-12-31$2,337,163
Value of total assets at beginning of year2017-12-31$2,318,236
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$27,354
Liabilities. Value of operating payables at beginning of year2017-12-31$21,830
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$13,403
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,309,809
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,296,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$2,337,163
Value of interest in master investment trust accounts at beginning of year2017-12-31$2,318,236
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$275,058
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 plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2017-12-31222027092
2016 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,338
Total income from all sources (including contributions)2016-12-31$111,176
Total of all expenses incurred2016-12-31$250,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$250,992
Value of total assets at end of year2016-12-31$2,318,236
Value of total assets at beginning of year2016-12-31$2,441,560
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 period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$21,830
Liabilities. Value of operating payables at beginning of year2016-12-31$5,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-139,816
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,296,406
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,436,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$2,318,236
Value of interest in master investment trust accounts at beginning of year2016-12-31$2,441,560
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$250,992
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 plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2016-12-31222027092
2015 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,091
Total income from all sources (including contributions)2015-12-31$64,807
Total of all expenses incurred2015-12-31$370,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$370,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,000
Value of total assets at end of year2015-12-31$2,441,560
Value of total assets at beginning of year2015-12-31$2,744,609
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 period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$5,338
Liabilities. Value of operating payables at beginning of year2015-12-31$3,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-305,296
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,436,222
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,741,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$2,441,560
Value of interest in master investment trust accounts at beginning of year2015-12-31$2,744,609
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$9,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$370,103
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 plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2015-12-31222027092
2014 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,805
Total income from all sources (including contributions)2014-12-31$652,161
Total of all expenses incurred2014-12-31$373,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$373,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$450,000
Value of total assets at end of year2014-12-31$2,744,609
Value of total assets at beginning of year2014-12-31$2,465,300
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 period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$3,091
Liabilities. Value of operating payables at beginning of year2014-12-31$2,805
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$279,023
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,741,518
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,462,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$2,744,609
Value of interest in master investment trust accounts at beginning of year2014-12-31$2,465,300
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$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$373,138
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 plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2014-12-31222027092
2013 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,929
Total income from all sources (including contributions)2013-12-31$778,165
Total of all expenses incurred2013-12-31$446,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$446,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$419,091
Value of total assets at end of year2013-12-31$2,465,300
Value of total assets at beginning of year2013-12-31$2,132,362
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 period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$2,805
Liabilities. Value of operating payables at beginning of year2013-12-31$1,929
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$332,062
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,462,495
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,130,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$2,465,300
Value of interest in master investment trust accounts at beginning of year2013-12-31$2,132,362
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$419,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$446,103
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 plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2013-12-31222027092
2012 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,022
Total income from all sources (including contributions)2012-12-31$711,560
Total of all expenses incurred2012-12-31$551,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$551,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$503,000
Value of total assets at end of year2012-12-31$2,132,362
Value of total assets at beginning of year2012-12-31$1,972,076
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 period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$1,929
Liabilities. Value of operating payables at beginning of year2012-12-31$2,022
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$160,379
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,130,433
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,970,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$2,132,362
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,972,076
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$503,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$551,181
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 plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2012-12-31222027092
2011 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,096
Total income from all sources (including contributions)2011-12-31$472,638
Total of all expenses incurred2011-12-31$594,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$594,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$470,469
Value of total assets at end of year2011-12-31$1,972,076
Value of total assets at beginning of year2011-12-31$2,093,802
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 period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Liabilities. Value of operating payables at end of year2011-12-31$2,022
Liabilities. Value of operating payables at beginning of year2011-12-31$2,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-121,652
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,970,054
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,091,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$1,972,076
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,093,802
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$470,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$594,290
Did the plan have assets held for investment2011-12-31No
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 plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2011-12-31222027092
2010 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$46,513
Total income from all sources (including contributions)2010-12-31$716,985
Total of all expenses incurred2010-12-31$536,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$536,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$553,500
Value of total assets at end of year2010-12-31$2,093,802
Value of total assets at beginning of year2010-12-31$1,958,007
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 period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$7,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$20,420
Liabilities. Value of operating payables at end of year2010-12-31$2,096
Liabilities. Value of operating payables at beginning of year2010-12-31$26,093
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$180,212
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,091,706
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,911,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$2,093,802
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,882,756
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$553,500
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$67,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$536,773
Did the plan have assets held for investment2010-12-31No
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 plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2010-12-31222027092

Form 5500 Responses for BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

2020: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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