BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS has sponsored the creation of one or more 401k plans.
Additional information about BRISTOL-MYERS SQUIBB COMPANY SENIOR VP, TOTAL REWARDS
Submission information for form 5500 for 401k plan BRISTOL-MYERS SQUIBB COMPANY 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 |
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2021 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2021 401k financial data |
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Total transfer of assets from this plan | 2021-12-31 | $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 incurred | 2021-12-31 | $166,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $166,160 |
Value of total assets at end of year | 2021-12-31 | $0 |
Value of total assets at beginning of year | 2021-12-31 | $2,509,941 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $62,000 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $2,447,941 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $85,610 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $166,160 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 401k financial data |
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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 incurred | 2020-12-31 | $143,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $143,737 |
Value of total assets at end of year | 2020-12-31 | $2,509,941 |
Value of total assets at beginning of year | 2020-12-31 | $2,277,156 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $62,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $25,742 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $2,447,941 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $2,277,156 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $143,737 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2020-12-31 | 222027092 |
2019 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 401k financial data |
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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 incurred | 2019-12-31 | $227,868 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $227,868 |
Value of total assets at end of year | 2019-12-31 | $2,277,156 |
Value of total assets at beginning of year | 2019-12-31 | $2,099,867 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $24,414 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $2,277,156 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $2,099,867 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $227,868 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2019-12-31 | 222027092 |
2018 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 401k financial data |
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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 incurred | 2018-12-31 | $167,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $167,363 |
Value of total assets at end of year | 2018-12-31 | $2,099,867 |
Value of total assets at beginning of year | 2018-12-31 | $2,337,163 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $23,395 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $2,099,867 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $2,337,163 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $167,363 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2018-12-31 | 222027092 |
2017 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2017 401k financial data |
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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 incurred | 2017-12-31 | $275,058 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $275,058 |
Value of total assets at end of year | 2017-12-31 | $2,337,163 |
Value of total assets at beginning of year | 2017-12-31 | $2,318,236 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $27,354 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $2,337,163 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $2,318,236 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $275,058 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2017-12-31 | 222027092 |
2016 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2016 401k financial data |
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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 incurred | 2016-12-31 | $250,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $250,992 |
Value of total assets at end of year | 2016-12-31 | $2,318,236 |
Value of total assets at beginning of year | 2016-12-31 | $2,441,560 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $21,830 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $2,318,236 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $2,441,560 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $250,992 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2016-12-31 | 222027092 |
2015 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2015 401k financial data |
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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 incurred | 2015-12-31 | $370,103 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $2,441,560 |
Value of total assets at beginning of year | 2015-12-31 | $2,744,609 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $5,338 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $2,441,560 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $2,744,609 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $9,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $370,103 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2015-12-31 | 222027092 |
2014 : BRISTOL-MYERS SQUIBB COMPANY LONG TERM DISABILITY INCOME PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 401k financial data |
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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 incurred | 2014-12-31 | $373,138 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $2,744,609 |
Value of total assets at beginning of year | 2014-12-31 | $2,465,300 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $3,091 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $2,744,609 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $2,465,300 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $450,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $373,138 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2014-12-31 | 222027092 |
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 incurred | 2013-12-31 | $446,103 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $2,465,300 |
Value of total assets at beginning of year | 2013-12-31 | $2,132,362 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $2,805 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $2,465,300 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $2,132,362 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $419,091 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $446,103 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2013-12-31 | 222027092 |
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 incurred | 2012-12-31 | $551,181 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $2,132,362 |
Value of total assets at beginning of year | 2012-12-31 | $1,972,076 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $1,929 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $2,132,362 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $1,972,076 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $503,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $551,181 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WITHUMSMITHBROWN, PC |
Accountancy firm EIN | 2012-12-31 | 222027092 |
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 incurred | 2011-12-31 | $594,290 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $1,972,076 |
Value of total assets at beginning of year | 2011-12-31 | $2,093,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $2,022 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $1,972,076 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $2,093,802 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $470,469 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $594,290 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2011-12-31 | 222027092 |
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 incurred | 2010-12-31 | $536,773 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $2,093,802 |
Value of total assets at beginning of year | 2010-12-31 | $1,958,007 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $7,750 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $20,420 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $2,096 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $2,093,802 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $1,882,756 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $553,500 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $67,501 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $536,773 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2010-12-31 | 222027092 |