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BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 401k Plan overview

Plan NameBROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC
Plan identification number 002

BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN, GENERAL has sponsored the creation of one or more 401k plans.

Company Name:BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN, GENERAL
Employer identification number (EIN):346401908
NAIC Classification:482110
NAIC Description: Rail Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01FRANKIE P MILFORD FRANKIE P MILFORD2018-10-15
0022016-01-01FRANKIE P MILFORD FRANKIE P MILFORD2017-10-13
0022015-01-01FRANKIE P MILFORD FRANKIE P MILFORD2016-10-14
0022014-01-01FRANKIE P MILFORD FRANKIE P MILFORD2015-10-07
0022014-01-01FRANKIE P MILFORD FRANKIE P MILFORD
0022011-01-01MICHAEL L TANNER MICHAEL L TANNER2012-10-14
0022010-01-01MICHAEL L TANNER MICHAEL L TANNER2011-10-17
0022009-01-01MICHAEL L TANNER MICHAEL L TANNER2010-10-18
0022009-01-01MICHAEL L TANNER MICHAEL L TANNER2010-10-14
0022007-01-01

Plan Statistics for BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC

401k plan membership statisitcs for BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC

Measure Date Value
2022: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2022 401k membership
Total participants, beginning-of-year2022-01-015,585
Total number of active participants reported on line 7a of the Form 55002022-01-015,375
Number of retired or separated participants receiving benefits2022-01-01179
Number of other retired or separated participants entitled to future benefits2022-01-01424
Total of all active and inactive participants2022-01-015,978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0187
Total participants2022-01-016,065
Number of participants with account balances2022-01-015,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2021 401k membership
Total participants, beginning-of-year2021-01-015,945
Total number of active participants reported on line 7a of the Form 55002021-01-015,585
Number of retired or separated participants receiving benefits2021-01-01173
Number of other retired or separated participants entitled to future benefits2021-01-01465
Total of all active and inactive participants2021-01-016,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0184
Total participants2021-01-016,307
Number of participants with account balances2021-01-015,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2020 401k membership
Total participants, beginning-of-year2020-01-016,873
Total number of active participants reported on line 7a of the Form 55002020-01-015,945
Number of retired or separated participants receiving benefits2020-01-01190
Number of other retired or separated participants entitled to future benefits2020-01-01390
Total of all active and inactive participants2020-01-016,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0170
Total participants2020-01-016,595
Number of participants with account balances2020-01-015,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2019 401k membership
Total participants, beginning-of-year2019-01-017,171
Total number of active participants reported on line 7a of the Form 55002019-01-016,277
Number of retired or separated participants receiving benefits2019-01-01151
Number of other retired or separated participants entitled to future benefits2019-01-01378
Total of all active and inactive participants2019-01-016,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0167
Total participants2019-01-016,873
Number of participants with account balances2019-01-016,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2018 401k membership
Total participants, beginning-of-year2018-01-017,457
Total number of active participants reported on line 7a of the Form 55002018-01-016,616
Number of retired or separated participants receiving benefits2018-01-01101
Number of other retired or separated participants entitled to future benefits2018-01-01397
Total of all active and inactive participants2018-01-017,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0157
Total participants2018-01-017,171
Number of participants with account balances2018-01-016,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2017 401k membership
Total participants, beginning-of-year2017-01-017,727
Total number of active participants reported on line 7a of the Form 55002017-01-016,938
Number of retired or separated participants receiving benefits2017-01-0166
Number of other retired or separated participants entitled to future benefits2017-01-01397
Total of all active and inactive participants2017-01-017,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0156
Total participants2017-01-017,457
Number of participants with account balances2017-01-016,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2016 401k membership
Total participants, beginning-of-year2016-01-017,955
Total number of active participants reported on line 7a of the Form 55002016-01-017,210
Number of retired or separated participants receiving benefits2016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-01421
Total of all active and inactive participants2016-01-017,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0159
Total participants2016-01-017,727
Number of participants with account balances2016-01-017,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2015 401k membership
Total participants, beginning-of-year2015-01-017,567
Total number of active participants reported on line 7a of the Form 55002015-01-017,491
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01442
Total of all active and inactive participants2015-01-017,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0122
Total participants2015-01-017,955
Number of participants with account balances2015-01-017,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2014 401k membership
Total participants, beginning-of-year2014-01-017,295
Total number of active participants reported on line 7a of the Form 55002014-01-017,147
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01402
Total of all active and inactive participants2014-01-017,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-017,567
Number of participants with account balances2014-01-016,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2011: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2011 401k membership
Total participants, beginning-of-year2011-01-015,555
Total number of active participants reported on line 7a of the Form 55002011-01-015,597
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-01350
Total of all active and inactive participants2011-01-015,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116
Total participants2011-01-015,980
Number of participants with account balances2011-01-015,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2010 401k membership
Total participants, beginning-of-year2010-01-016,068
Total number of active participants reported on line 7a of the Form 55002010-01-015,098
Number of retired or separated participants receiving benefits2010-01-0117
Number of other retired or separated participants entitled to future benefits2010-01-01346
Total of all active and inactive participants2010-01-015,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0194
Total participants2010-01-015,555
Number of participants with account balances2010-01-015,251
2009: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2009 401k membership
Total participants, beginning-of-year2009-01-015,946
Total number of active participants reported on line 7a of the Form 55002009-01-015,705
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-01280
Total of all active and inactive participants2009-01-015,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0171
Total participants2009-01-016,068
Number of participants with account balances2009-01-015,363

Financial Data on BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC

Measure Date Value
2022 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-80,417,429
Total unrealized appreciation/depreciation of assets2022-12-31$-80,417,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$144,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$152,786
Total income from all sources (including contributions)2022-12-31$-100,647,794
Total loss/gain on sale of assets2022-12-31$-15,421,456
Total of all expenses incurred2022-12-31$56,248,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$55,453,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,333,727
Value of total assets at end of year2022-12-31$819,227,653
Value of total assets at beginning of year2022-12-31$976,131,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$794,136
Total interest from all sources2022-12-31$975,609
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,889,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,636,735
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$25,717,672
Participant contributions at end of year2022-12-31$19,759,432
Participant contributions at beginning of year2022-12-31$20,311,954
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$198,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$22,133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,359
Other income not declared elsewhere2022-12-31$83,288
Administrative expenses (other) incurred2022-12-31$15,435
Liabilities. Value of operating payables at end of year2022-12-31$144,655
Liabilities. Value of operating payables at beginning of year2022-12-31$152,786
Total non interest bearing cash at end of year2022-12-31$9,359
Total non interest bearing cash at beginning of year2022-12-31$13,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-156,895,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$819,082,998
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$975,978,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$127,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$129,361,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$170,051,106
Interest on participant loans2022-12-31$975,609
Value of interest in common/collective trusts at end of year2022-12-31$242,839,677
Value of interest in common/collective trusts at beginning of year2022-12-31$274,692,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$130,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$658,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$658,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-38,057,676
Net investment gain or loss from common/collective trusts2022-12-31$-19,033,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$408,059,447
Assets. Invements in employer securities at beginning of year2022-12-31$488,146,843
Contributions received in cash from employer2022-12-31$10,418,023
Employer contributions (assets) at end of year2022-12-31$5,595,813
Employer contributions (assets) at beginning of year2022-12-31$6,748,515
Income. Dividends from common stock2022-12-31$5,252,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$55,453,864
Contract administrator fees2022-12-31$651,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$13,450,207
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$15,489,639
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$190,744,523
Aggregate carrying amount (costs) on sale of assets2022-12-31$206,165,979
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO LLP
Accountancy firm EIN2022-12-31161131146
2021 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$90,871,880
Total unrealized appreciation/depreciation of assets2021-12-31$90,871,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$152,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$230,715
Total income from all sources (including contributions)2021-12-31$189,420,858
Total loss/gain on sale of assets2021-12-31$11,249,655
Total of all expenses incurred2021-12-31$52,893,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$52,052,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$39,476,924
Value of total assets at end of year2021-12-31$976,131,578
Value of total assets at beginning of year2021-12-31$839,682,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$840,844
Total interest from all sources2021-12-31$1,067,626
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$20,964,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,229,498
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$25,835,824
Participant contributions at end of year2021-12-31$20,311,954
Participant contributions at beginning of year2021-12-31$21,900,587
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$490,937
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$18,243
Other income not declared elsewhere2021-12-31$87,578
Administrative expenses (other) incurred2021-12-31$55,918
Liabilities. Value of operating payables at end of year2021-12-31$152,786
Liabilities. Value of operating payables at beginning of year2021-12-31$161,384
Total non interest bearing cash at end of year2021-12-31$13,545
Total non interest bearing cash at beginning of year2021-12-31$71,523
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$136,527,191
Value of net assets at end of year (total assets less liabilities)2021-12-31$975,978,792
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$839,451,601
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
Investment advisory and management fees2021-12-31$117,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$170,051,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$156,510,562
Interest on participant loans2021-12-31$1,067,626
Value of interest in common/collective trusts at end of year2021-12-31$274,692,653
Value of interest in common/collective trusts at beginning of year2021-12-31$266,777,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$658,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,961,090
Net investment gain or loss from common/collective trusts2021-12-31$5,741,903
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
Assets. Invements in employer securities at end of year2021-12-31$488,146,843
Assets. Invements in employer securities at beginning of year2021-12-31$371,409,110
Contributions received in cash from employer2021-12-31$13,150,163
Employer contributions (assets) at end of year2021-12-31$6,748,515
Employer contributions (assets) at beginning of year2021-12-31$9,519,842
Income. Dividends from common stock2021-12-31$4,734,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$52,052,823
Contract administrator fees2021-12-31$667,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$15,489,639
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$13,475,048
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$69,331
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$289,424,649
Aggregate carrying amount (costs) on sale of assets2021-12-31$278,174,994
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO LLP
Accountancy firm EIN2021-12-31161131146
2020 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$79,227,321
Total unrealized appreciation/depreciation of assets2020-12-31$79,227,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$230,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$304,484
Total income from all sources (including contributions)2020-12-31$184,248,451
Total loss/gain on sale of assets2020-12-31$6,113,824
Total of all expenses incurred2020-12-31$182,342,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$180,282,858
Expenses. Certain deemed distributions of participant loans2020-12-31$1,206,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$45,058,363
Value of total assets at end of year2020-12-31$839,682,316
Value of total assets at beginning of year2020-12-31$837,850,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$852,880
Total interest from all sources2020-12-31$1,402,716
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,381,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,011,760
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$25,018,319
Participant contributions at end of year2020-12-31$21,900,587
Participant contributions at beginning of year2020-12-31$28,457,814
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$504,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$18,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$16,080
Other income not declared elsewhere2020-12-31$188,170
Administrative expenses (other) incurred2020-12-31$852,880
Liabilities. Value of operating payables at end of year2020-12-31$161,384
Liabilities. Value of operating payables at beginning of year2020-12-31$142,866
Total non interest bearing cash at end of year2020-12-31$71,523
Total non interest bearing cash at beginning of year2020-12-31$349,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,906,083
Value of net assets at end of year (total assets less liabilities)2020-12-31$839,451,601
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$837,545,518
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$156,510,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$145,967,971
Interest on participant loans2020-12-31$1,402,716
Value of interest in common/collective trusts at end of year2020-12-31$266,777,401
Value of interest in common/collective trusts at beginning of year2020-12-31$244,659,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,288,042
Net investment gain or loss from common/collective trusts2020-12-31$17,588,217
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
Assets. Invements in employer securities at end of year2020-12-31$371,409,110
Assets. Invements in employer securities at beginning of year2020-12-31$392,925,500
Contributions received in cash from employer2020-12-31$19,535,772
Employer contributions (assets) at end of year2020-12-31$9,519,842
Employer contributions (assets) at beginning of year2020-12-31$11,001,497
Income. Dividends from common stock2020-12-31$5,370,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$180,282,858
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$13,475,048
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$14,472,207
Liabilities. Value of benefit claims payable at end of year2020-12-31$69,331
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$161,618
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
Aggregate proceeds on sale of assets2020-12-31$183,930,593
Aggregate carrying amount (costs) on sale of assets2020-12-31$177,816,769
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31THE ZLC GROUP CPAS, LLC
Accountancy firm EIN2020-12-31474753799
2019 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$48,796,294
Total unrealized appreciation/depreciation of assets2019-12-31$48,796,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$304,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$472,631
Total income from all sources (including contributions)2019-12-31$174,705,661
Total loss/gain on sale of assets2019-12-31$16,195,199
Total of all expenses incurred2019-12-31$59,838,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,412,035
Expenses. Certain deemed distributions of participant loans2019-12-31$639,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$48,716,971
Value of total assets at end of year2019-12-31$837,850,002
Value of total assets at beginning of year2019-12-31$723,151,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$787,129
Total interest from all sources2019-12-31$1,456,239
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,579,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,743,277
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$25,570,747
Participant contributions at end of year2019-12-31$28,457,814
Participant contributions at beginning of year2019-12-31$25,793,377
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,940
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$16,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,790
Other income not declared elsewhere2019-12-31$415,272
Administrative expenses (other) incurred2019-12-31$787,129
Liabilities. Value of operating payables at end of year2019-12-31$142,866
Liabilities. Value of operating payables at beginning of year2019-12-31$98,611
Total non interest bearing cash at end of year2019-12-31$349,811
Total non interest bearing cash at beginning of year2019-12-31$85,569
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$114,867,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$837,545,518
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$722,678,441
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$145,967,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$113,486,802
Interest on participant loans2019-12-31$1,456,239
Value of interest in common/collective trusts at end of year2019-12-31$244,659,122
Value of interest in common/collective trusts at beginning of year2019-12-31$188,214,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,731,266
Net investment gain or loss from common/collective trusts2019-12-31$22,814,710
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
Assets. Invements in employer securities at end of year2019-12-31$392,925,500
Assets. Invements in employer securities at beginning of year2019-12-31$374,613,900
Contributions received in cash from employer2019-12-31$23,078,284
Employer contributions (assets) at end of year2019-12-31$11,001,497
Employer contributions (assets) at beginning of year2019-12-31$10,174,178
Income. Dividends from common stock2019-12-31$5,836,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$58,412,035
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$14,472,207
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,777,146
Liabilities. Value of benefit claims payable at end of year2019-12-31$161,618
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$374,020
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
Aggregate proceeds on sale of assets2019-12-31$131,421,959
Aggregate carrying amount (costs) on sale of assets2019-12-31$115,226,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DAVID R PAULUS CPA, PLLC
Accountancy firm EIN2019-12-31814652606
2018 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$33,369,943
Total unrealized appreciation/depreciation of assets2018-12-31$33,369,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$472,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$869,995
Total income from all sources (including contributions)2018-12-31$93,383,709
Total loss/gain on sale of assets2018-12-31$10,273,022
Total of all expenses incurred2018-12-31$54,149,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$53,252,698
Expenses. Certain deemed distributions of participant loans2018-12-31$389,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$49,455,948
Value of total assets at end of year2018-12-31$723,151,072
Value of total assets at beginning of year2018-12-31$684,314,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$508,018
Total interest from all sources2018-12-31$1,170,755
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,600,094
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$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$26,882,364
Participant contributions at end of year2018-12-31$25,793,377
Participant contributions at beginning of year2018-12-31$24,212,027
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,790
Other income not declared elsewhere2018-12-31$185,612
Administrative expenses (other) incurred2018-12-31$508,018
Liabilities. Value of operating payables at end of year2018-12-31$98,611
Liabilities. Value of operating payables at beginning of year2018-12-31$115,389
Total non interest bearing cash at end of year2018-12-31$85,569
Total non interest bearing cash at beginning of year2018-12-31$82,914
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$39,233,886
Value of net assets at end of year (total assets less liabilities)2018-12-31$722,678,441
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$683,444,555
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$113,486,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$123,951,709
Interest on participant loans2018-12-31$1,170,755
Value of interest in common/collective trusts at end of year2018-12-31$188,214,310
Value of interest in common/collective trusts at beginning of year2018-12-31$187,056,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,512,782
Net investment gain or loss from common/collective trusts2018-12-31$-2,158,883
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
Assets. Invements in employer securities at end of year2018-12-31$374,613,900
Assets. Invements in employer securities at beginning of year2018-12-31$328,842,416
Contributions received in cash from employer2018-12-31$22,508,544
Employer contributions (assets) at end of year2018-12-31$10,174,178
Employer contributions (assets) at beginning of year2018-12-31$9,484,980
Income. Dividends from common stock2018-12-31$5,600,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$53,252,698
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$10,777,146
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$10,684,098
Liabilities. Value of benefit claims payable at end of year2018-12-31$374,020
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$754,606
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
Aggregate proceeds on sale of assets2018-12-31$87,505,199
Aggregate carrying amount (costs) on sale of assets2018-12-31$77,232,177
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DAVID R PAULUS CPA, PLLC
Accountancy firm EIN2018-12-31814652606
2017 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$98,727,541
Total unrealized appreciation/depreciation of assets2017-12-31$98,727,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$869,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$161,871
Total income from all sources (including contributions)2017-12-31$218,212,052
Total loss/gain on sale of assets2017-12-31$33,094,149
Total of all expenses incurred2017-12-31$51,548,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$50,459,411
Expenses. Certain deemed distributions of participant loans2017-12-31$527,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$46,919,935
Value of total assets at end of year2017-12-31$684,314,550
Value of total assets at beginning of year2017-12-31$516,942,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$561,436
Total interest from all sources2017-12-31$986,609
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,313,272
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$26,625,500
Participant contributions at end of year2017-12-31$24,212,027
Participant contributions at beginning of year2017-12-31$21,265,128
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$168,289
Other income not declared elsewhere2017-12-31$93,864
Administrative expenses (other) incurred2017-12-31$561,436
Liabilities. Value of operating payables at end of year2017-12-31$115,389
Liabilities. Value of operating payables at beginning of year2017-12-31$111,532
Total non interest bearing cash at end of year2017-12-31$82,914
Total non interest bearing cash at beginning of year2017-12-31$136,783
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$166,663,889
Value of net assets at end of year (total assets less liabilities)2017-12-31$683,444,555
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$516,780,666
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$123,951,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$91,965,451
Interest on participant loans2017-12-31$986,609
Value of interest in common/collective trusts at end of year2017-12-31$187,056,406
Value of interest in common/collective trusts at beginning of year2017-12-31$131,870,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,837,444
Net investment gain or loss from common/collective trusts2017-12-31$11,239,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$328,842,416
Assets. Invements in employer securities at beginning of year2017-12-31$259,200,257
Contributions received in cash from employer2017-12-31$20,126,146
Employer contributions (assets) at end of year2017-12-31$9,484,980
Employer contributions (assets) at beginning of year2017-12-31$8,494,373
Income. Dividends from common stock2017-12-31$5,313,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$50,459,411
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$10,684,098
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,010,504
Liabilities. Value of benefit claims payable at end of year2017-12-31$754,606
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$50,339
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
Aggregate proceeds on sale of assets2017-12-31$144,959,412
Aggregate carrying amount (costs) on sale of assets2017-12-31$111,865,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DAVID R PAULUS CPA, PLLC
Accountancy firm EIN2017-12-31814652606
2016 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$70,416,498
Total unrealized appreciation/depreciation of assets2016-12-31$70,416,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$161,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$227,288
Total income from all sources (including contributions)2016-12-31$136,522,797
Total loss/gain on sale of assets2016-12-31$4,632,110
Total of all expenses incurred2016-12-31$36,688,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,891,525
Expenses. Certain deemed distributions of participant loans2016-12-31$197,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$42,400,533
Value of total assets at end of year2016-12-31$516,942,537
Value of total assets at beginning of year2016-12-31$417,173,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$599,464
Total interest from all sources2016-12-31$841,327
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,441,619
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$1,000,000
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
Contributions received from participants2016-12-31$26,904,936
Participant contributions at end of year2016-12-31$21,265,128
Participant contributions at beginning of year2016-12-31$19,482,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$38
Other income not declared elsewhere2016-12-31$91,056
Administrative expenses (other) incurred2016-12-31$599,464
Liabilities. Value of operating payables at end of year2016-12-31$111,532
Liabilities. Value of operating payables at beginning of year2016-12-31$119,010
Total non interest bearing cash at end of year2016-12-31$136,783
Total non interest bearing cash at beginning of year2016-12-31$114,306
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$99,834,763
Value of net assets at end of year (total assets less liabilities)2016-12-31$516,780,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$416,945,903
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$91,965,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$89,443,994
Interest on participant loans2016-12-31$841,327
Value of interest in common/collective trusts at end of year2016-12-31$131,870,041
Value of interest in common/collective trusts at beginning of year2016-12-31$110,908,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,597,023
Net investment gain or loss from common/collective trusts2016-12-31$7,102,631
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
Assets. Invements in employer securities at end of year2016-12-31$259,200,257
Assets. Invements in employer securities at beginning of year2016-12-31$191,644,521
Contributions received in cash from employer2016-12-31$15,495,597
Employer contributions (assets) at end of year2016-12-31$8,494,373
Employer contributions (assets) at beginning of year2016-12-31$5,579,132
Income. Dividends from common stock2016-12-31$5,441,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,891,525
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,010,504
Liabilities. Value of benefit claims payable at end of year2016-12-31$50,339
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$108,278
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
Aggregate proceeds on sale of assets2016-12-31$44,989,665
Aggregate carrying amount (costs) on sale of assets2016-12-31$40,357,555
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DAVID R PAULUS CPA, PLLC
Accountancy firm EIN2016-12-31814652606
2015 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-69,294,465
Total unrealized appreciation/depreciation of assets2015-12-31$-69,294,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$227,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$274,983
Total income from all sources (including contributions)2015-12-31$-21,829,164
Total loss/gain on sale of assets2015-12-31$-4,521,426
Total of all expenses incurred2015-12-31$36,338,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,687,549
Expenses. Certain deemed distributions of participant loans2015-12-31$137,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$44,000,450
Value of total assets at end of year2015-12-31$417,173,191
Value of total assets at beginning of year2015-12-31$475,388,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$513,569
Total interest from all sources2015-12-31$801,241
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,060,030
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$1,000,000
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
Contributions received from participants2015-12-31$29,554,822
Participant contributions at end of year2015-12-31$19,482,627
Participant contributions at beginning of year2015-12-31$18,059,845
Participant contributions at beginning of year2015-12-31$39,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$38
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$32
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$63,039
Other income not declared elsewhere2015-12-31$51,408
Administrative expenses (other) incurred2015-12-31$513,569
Liabilities. Value of operating payables at end of year2015-12-31$119,010
Liabilities. Value of operating payables at beginning of year2015-12-31$105,494
Total non interest bearing cash at end of year2015-12-31$114,306
Total non interest bearing cash at beginning of year2015-12-31$116,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-58,167,768
Value of net assets at end of year (total assets less liabilities)2015-12-31$416,945,903
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$475,113,671
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$89,443,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$87,610,625
Interest on participant loans2015-12-31$801,241
Value of interest in common/collective trusts at end of year2015-12-31$110,908,573
Value of interest in common/collective trusts at beginning of year2015-12-31$107,974,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$2,437,567
Net investment gain or loss from common/collective trusts2015-12-31$-363,969
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
Assets. Invements in employer securities at end of year2015-12-31$191,644,521
Assets. Invements in employer securities at beginning of year2015-12-31$253,447,309
Contributions received in cash from employer2015-12-31$14,445,628
Employer contributions (assets) at end of year2015-12-31$5,579,132
Employer contributions (assets) at beginning of year2015-12-31$8,140,672
Income. Dividends from common stock2015-12-31$5,060,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,687,549
Liabilities. Value of benefit claims payable at end of year2015-12-31$108,278
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$106,450
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
Aggregate proceeds on sale of assets2015-12-31$34,177,539
Aggregate carrying amount (costs) on sale of assets2015-12-31$38,698,965
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PAULUS & COMPANY LLP
Accountancy firm EIN2015-12-31830501576
2014 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$49,615,326
Total unrealized appreciation/depreciation of assets2014-12-31$49,615,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$274,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$209,388
Total income from all sources (including contributions)2014-12-31$110,728,173
Total loss/gain on sale of assets2014-12-31$2,778,112
Total of all expenses incurred2014-12-31$37,883,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$37,329,090
Expenses. Certain deemed distributions of participant loans2014-12-31$35,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$41,453,139
Value of total assets at end of year2014-12-31$475,388,654
Value of total assets at beginning of year2014-12-31$402,478,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$519,342
Total interest from all sources2014-12-31$687,751
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,415,728
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$1,000,000
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
Contributions received from participants2014-12-31$26,697,454
Participant contributions at end of year2014-12-31$18,059,845
Participant contributions at beginning of year2014-12-31$15,951,459
Participant contributions at end of year2014-12-31$39,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$63,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$9,279
Other income not declared elsewhere2014-12-31$19,486
Administrative expenses (other) incurred2014-12-31$519,342
Liabilities. Value of operating payables at end of year2014-12-31$105,494
Liabilities. Value of operating payables at beginning of year2014-12-31$167,958
Total non interest bearing cash at end of year2014-12-31$116,349
Total non interest bearing cash at beginning of year2014-12-31$125,064
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$72,844,628
Value of net assets at end of year (total assets less liabilities)2014-12-31$475,113,671
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$402,269,043
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$87,610,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$84,075,693
Interest on participant loans2014-12-31$687,751
Value of interest in common/collective trusts at end of year2014-12-31$107,974,315
Value of interest in common/collective trusts at beginning of year2014-12-31$101,069,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,620,115
Net investment gain or loss from common/collective trusts2014-12-31$5,138,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$253,447,309
Assets. Invements in employer securities at beginning of year2014-12-31$194,645,206
Contributions received in cash from employer2014-12-31$14,755,685
Employer contributions (assets) at end of year2014-12-31$8,140,672
Employer contributions (assets) at beginning of year2014-12-31$6,611,167
Income. Dividends from common stock2014-12-31$4,415,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$37,329,090
Liabilities. Value of benefit claims payable at end of year2014-12-31$106,450
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$32,151
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
Aggregate proceeds on sale of assets2014-12-31$42,214,072
Aggregate carrying amount (costs) on sale of assets2014-12-31$39,435,960
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PAULUS & COMPANY LLP
Accountancy firm EIN2014-12-31830501576
2013 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$54,948,009
Total unrealized appreciation/depreciation of assets2013-12-31$54,948,009
Total transfer of assets to this plan2013-12-31$36,401,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$209,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$152,201
Total income from all sources (including contributions)2013-12-31$125,696,250
Total loss/gain on sale of assets2013-12-31$7,161,345
Total of all expenses incurred2013-12-31$30,464,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$29,777,053
Expenses. Certain deemed distributions of participant loans2013-12-31$168,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$34,830,728
Value of total assets at end of year2013-12-31$402,478,431
Value of total assets at beginning of year2013-12-31$270,787,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$518,625
Total interest from all sources2013-12-31$583,488
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,988,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$57,123
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Contributions received from participants2013-12-31$22,439,368
Participant contributions at end of year2013-12-31$15,951,459
Participant contributions at beginning of year2013-12-31$12,370,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$13
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$31,311
Other income not declared elsewhere2013-12-31$12,318
Administrative expenses (other) incurred2013-12-31$24,697
Liabilities. Value of operating payables at end of year2013-12-31$167,958
Liabilities. Value of operating payables at beginning of year2013-12-31$102,868
Total non interest bearing cash at end of year2013-12-31$125,064
Total non interest bearing cash at beginning of year2013-12-31$51,737
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$95,232,121
Value of net assets at end of year (total assets less liabilities)2013-12-31$402,269,043
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$270,635,484
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$84,075,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$57,554,334
Interest on participant loans2013-12-31$583,488
Value of interest in common/collective trusts at end of year2013-12-31$101,069,829
Value of interest in common/collective trusts at beginning of year2013-12-31$69,912,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,912,239
Net investment gain or loss from common/collective trusts2013-12-31$7,259,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$194,645,206
Assets. Invements in employer securities at beginning of year2013-12-31$126,852,379
Contributions received in cash from employer2013-12-31$12,391,360
Employer contributions (assets) at end of year2013-12-31$6,611,167
Employer contributions (assets) at beginning of year2013-12-31$4,045,801
Income. Dividends from common stock2013-12-31$3,988,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,777,053
Contract administrator fees2013-12-31$436,805
Liabilities. Value of benefit claims payable at end of year2013-12-31$32,151
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$18,022
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
Aggregate proceeds on sale of assets2013-12-31$39,341,332
Aggregate carrying amount (costs) on sale of assets2013-12-31$32,179,987
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PAULUS & COMPANY LLP
Accountancy firm EIN2013-12-31830501576
2012 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-9,504,313
Total unrealized appreciation/depreciation of assets2012-12-31$-9,504,313
Total transfer of assets from this plan2012-12-31$323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$152,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$358,036
Total income from all sources (including contributions)2012-12-31$34,431,991
Total loss/gain on sale of assets2012-12-31$652,452
Total of all expenses incurred2012-12-31$26,764,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$26,304,797
Expenses. Certain deemed distributions of participant loans2012-12-31$18,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$29,017,264
Value of total assets at end of year2012-12-31$270,787,685
Value of total assets at beginning of year2012-12-31$263,326,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$441,015
Total interest from all sources2012-12-31$491,803
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,454,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$71,178
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Contributions received from participants2012-12-31$20,172,328
Participant contributions at end of year2012-12-31$12,370,453
Participant contributions at beginning of year2012-12-31$11,258,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$31,311
Other income not declared elsewhere2012-12-31$70,991
Administrative expenses (other) incurred2012-12-31$18,988
Liabilities. Value of operating payables at end of year2012-12-31$102,868
Liabilities. Value of operating payables at beginning of year2012-12-31$129,489
Total non interest bearing cash at end of year2012-12-31$51,737
Total non interest bearing cash at beginning of year2012-12-31$243,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,667,693
Value of net assets at end of year (total assets less liabilities)2012-12-31$270,635,484
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$262,968,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$57,554,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$57,839,289
Interest on participant loans2012-12-31$491,803
Value of interest in common/collective trusts at end of year2012-12-31$69,912,977
Value of interest in common/collective trusts at beginning of year2012-12-31$58,108,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,965,850
Net investment gain or loss from common/collective trusts2012-12-31$2,283,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Assets. Invements in employer securities at end of year2012-12-31$126,852,379
Assets. Invements in employer securities at beginning of year2012-12-31$130,622,740
Contributions received in cash from employer2012-12-31$8,844,936
Employer contributions (assets) at end of year2012-12-31$4,045,801
Employer contributions (assets) at beginning of year2012-12-31$5,253,478
Income. Dividends from common stock2012-12-31$3,454,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$26,304,797
Contract administrator fees2012-12-31$350,849
Liabilities. Value of benefit claims payable at end of year2012-12-31$18,022
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$228,547
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
Aggregate proceeds on sale of assets2012-12-31$25,086,475
Aggregate carrying amount (costs) on sale of assets2012-12-31$24,434,023
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PAULUS & COMPANY LLP
Accountancy firm EIN2012-12-31830501576
2011 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-5,876,884
Total unrealized appreciation/depreciation of assets2011-12-31$-5,876,884
Total transfer of assets from this plan2011-12-31$35,440
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$358,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$266,919
Total income from all sources (including contributions)2011-12-31$28,087,387
Total loss/gain on sale of assets2011-12-31$1,662,225
Total of all expenses incurred2011-12-31$28,216,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$27,737,924
Expenses. Certain deemed distributions of participant loans2011-12-31$-14,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$29,718,875
Value of total assets at end of year2011-12-31$263,326,150
Value of total assets at beginning of year2011-12-31$263,399,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$493,030
Total interest from all sources2011-12-31$486,172
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,643,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$60,535
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Contributions received from participants2011-12-31$20,382,731
Participant contributions at end of year2011-12-31$11,258,705
Participant contributions at beginning of year2011-12-31$10,032,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$173
Other income not declared elsewhere2011-12-31$2,780
Administrative expenses (other) incurred2011-12-31$19,299
Liabilities. Value of operating payables at end of year2011-12-31$129,489
Liabilities. Value of operating payables at beginning of year2011-12-31$118,006
Total non interest bearing cash at end of year2011-12-31$243,516
Total non interest bearing cash at beginning of year2011-12-31$195,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-128,617
Value of net assets at end of year (total assets less liabilities)2011-12-31$262,968,114
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$263,132,171
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$57,839,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$68,296,782
Interest on participant loans2011-12-31$486,172
Value of interest in common/collective trusts at end of year2011-12-31$58,108,126
Value of interest in common/collective trusts at beginning of year2011-12-31$59,181,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,404,769
Net investment gain or loss from common/collective trusts2011-12-31$1,855,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$130,622,740
Assets. Invements in employer securities at beginning of year2011-12-31$121,176,458
Contributions received in cash from employer2011-12-31$9,336,144
Employer contributions (assets) at end of year2011-12-31$5,253,478
Employer contributions (assets) at beginning of year2011-12-31$4,516,781
Income. Dividends from common stock2011-12-31$2,643,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$27,737,924
Contract administrator fees2011-12-31$413,196
Liabilities. Value of benefit claims payable at end of year2011-12-31$228,547
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$148,913
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$28,673,237
Aggregate carrying amount (costs) on sale of assets2011-12-31$27,011,012
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PAULUS & COMPANY LLP
Accountancy firm EIN2011-12-31830501576
2010 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$28,407,552
Total unrealized appreciation/depreciation of assets2010-12-31$28,407,552
Total transfer of assets from this plan2010-12-31$42,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$266,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$186,511
Total income from all sources (including contributions)2010-12-31$72,187,606
Total loss/gain on sale of assets2010-12-31$3,202,952
Total of all expenses incurred2010-12-31$25,586,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$25,085,326
Expenses. Certain deemed distributions of participant loans2010-12-31$5,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$25,531,736
Value of total assets at end of year2010-12-31$263,399,090
Value of total assets at beginning of year2010-12-31$216,760,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$495,539
Total interest from all sources2010-12-31$482,696
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,934,259
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$500,000
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
Contributions received from participants2010-12-31$17,677,869
Participant contributions at end of year2010-12-31$10,032,156
Participant contributions at beginning of year2010-12-31$8,573,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$71
Other income not declared elsewhere2010-12-31$933
Administrative expenses (other) incurred2010-12-31$495,539
Liabilities. Value of operating payables at end of year2010-12-31$118,006
Liabilities. Value of operating payables at beginning of year2010-12-31$152,007
Total non interest bearing cash at end of year2010-12-31$195,351
Total non interest bearing cash at beginning of year2010-12-31$111,033
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$46,600,929
Value of net assets at end of year (total assets less liabilities)2010-12-31$263,132,171
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$216,574,033
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$68,296,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$62,774,328
Interest on participant loans2010-12-31$482,696
Value of interest in common/collective trusts at end of year2010-12-31$59,181,389
Value of interest in common/collective trusts at beginning of year2010-12-31$47,585,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,324,307
Net investment gain or loss from common/collective trusts2010-12-31$5,303,171
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
Assets. Invements in employer securities at end of year2010-12-31$121,176,458
Assets. Invements in employer securities at beginning of year2010-12-31$94,899,977
Contributions received in cash from employer2010-12-31$7,853,867
Employer contributions (assets) at end of year2010-12-31$4,516,781
Employer contributions (assets) at beginning of year2010-12-31$2,816,509
Income. Dividends from common stock2010-12-31$1,934,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$25,085,326
Liabilities. Value of benefit claims payable at end of year2010-12-31$148,913
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$34,504
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$34,530,495
Aggregate carrying amount (costs) on sale of assets2010-12-31$31,327,543
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PAULUS & COMPANY LLP
Accountancy firm EIN2010-12-31830501576

Form 5500 Responses for BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC

2022: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 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: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 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: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 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: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 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: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 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: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 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: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2011: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS PLAN FOR EMPLOYEES OF CSX TRANSPORTATION INC 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planYes

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