Logo

SPX US PENSION PLAN 401k Plan overview

Plan NameSPX US PENSION PLAN
Plan identification number 003

SPX US PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SPX CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SPX CORPORATION
Employer identification number (EIN):381016240
NAIC Classification:339900

Additional information about SPX CORPORATION

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 629202

More information about SPX CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPX US PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ELAINE KROM
0032016-01-01ELAINE KROM
0032015-01-01ELAINE KROM
0032014-01-01ELAINE KROM
0032013-01-01SUSAN DUPUIS
0032012-01-01SUSAN DUPUIS
0032011-01-01SUSAN DUPUIS
0032010-01-01SUSAN DUPUIS
0032009-01-01SUSAN DUPUIS

Plan Statistics for SPX US PENSION PLAN

401k plan membership statisitcs for SPX US PENSION PLAN

Measure Date Value
2021: SPX US PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31270,372,422
Acturial value of plan assets2021-12-31243,335,180
Funding target for retired participants and beneficiaries receiving payment2021-12-3187,754,438
Number of terminated vested participants2021-12-312,806
Fundng target for terminated vested participants2021-12-3192,718,500
Active participant vested funding target2021-12-3132,468,366
Number of active participants2021-12-31507
Total funding liabilities for active participants2021-12-3132,580,183
Total participant count2021-12-314,848
Total funding target for all participants2021-12-31213,053,121
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3151,531,690
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3110,083,165
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3141,448,525
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3147,868,902
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,900,000
Net shortfall amortization installment of oustanding balance2021-12-3117,586,843
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-314,539,825
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-314,539,825
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-014,848
Total number of active participants reported on line 7a of the Form 55002021-01-01289
Number of retired or separated participants receiving benefits2021-01-011,440
Number of other retired or separated participants entitled to future benefits2021-01-012,384
Total of all active and inactive participants2021-01-014,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01564
Total participants2021-01-014,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SPX US PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31254,251,131
Acturial value of plan assets2020-12-31241,316,068
Funding target for retired participants and beneficiaries receiving payment2020-12-3182,396,616
Number of terminated vested participants2020-12-313,093
Fundng target for terminated vested participants2020-12-31103,821,298
Active participant vested funding target2020-12-3137,046,526
Number of active participants2020-12-31559
Total funding liabilities for active participants2020-12-3137,180,505
Total participant count2020-12-315,007
Total funding target for all participants2020-12-31223,398,419
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3153,688,218
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-319,913,422
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3143,774,796
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3151,531,690
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-313,200,000
Net shortfall amortization installment of oustanding balance2020-12-3133,614,041
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3110,083,165
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3110,083,165
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-015,007
Total number of active participants reported on line 7a of the Form 55002020-01-01507
Number of retired or separated participants receiving benefits2020-01-011,353
Number of other retired or separated participants entitled to future benefits2020-01-012,444
Total of all active and inactive participants2020-01-014,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01544
Total participants2020-01-014,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SPX US PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31237,977,389
Acturial value of plan assets2019-12-31249,017,935
Funding target for retired participants and beneficiaries receiving payment2019-12-3174,460,098
Number of terminated vested participants2019-12-313,518
Fundng target for terminated vested participants2019-12-31114,398,714
Active participant vested funding target2019-12-3139,228,538
Number of active participants2019-12-31614
Total funding liabilities for active participants2019-12-3139,394,699
Total participant count2019-12-315,330
Total funding target for all participants2019-12-31228,253,511
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3161,967,078
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-315,731,383
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3156,235,695
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3153,688,218
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-313,900,000
Net shortfall amortization installment of oustanding balance2019-12-3132,923,794
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-319,913,422
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-319,913,422
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-015,330
Total number of active participants reported on line 7a of the Form 55002019-01-01559
Number of retired or separated participants receiving benefits2019-01-011,207
Number of other retired or separated participants entitled to future benefits2019-01-012,663
Total of all active and inactive participants2019-01-014,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01578
Total participants2019-01-015,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SPX US PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31268,852,415
Acturial value of plan assets2018-12-31268,852,415
Funding target for retired participants and beneficiaries receiving payment2018-12-3161,303,987
Number of terminated vested participants2018-12-313,776
Fundng target for terminated vested participants2018-12-31120,243,848
Active participant vested funding target2018-12-3142,387,830
Number of active participants2018-12-31681
Total funding liabilities for active participants2018-12-3142,633,097
Total participant count2018-12-315,483
Total funding target for all participants2018-12-31224,180,932
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3161,775,138
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-315,681,105
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3156,094,033
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3161,967,078
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,629,249
Net shortfall amortization installment of oustanding balance2018-12-3117,295,595
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-315,731,383
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-315,731,383
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-015,483
Total number of active participants reported on line 7a of the Form 55002018-01-01614
Number of retired or separated participants receiving benefits2018-01-011,081
Number of other retired or separated participants entitled to future benefits2018-01-012,894
Total of all active and inactive participants2018-01-014,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01741
Total participants2018-01-015,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SPX US PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31261,052,902
Acturial value of plan assets2017-12-31266,768,526
Funding target for retired participants and beneficiaries receiving payment2017-12-3156,526,456
Number of terminated vested participants2017-12-313,985
Fundng target for terminated vested participants2017-12-31117,976,610
Active participant vested funding target2017-12-3144,357,510
Number of active participants2017-12-31761
Total funding liabilities for active participants2017-12-3144,837,966
Total participant count2017-12-315,630
Total funding target for all participants2017-12-31219,341,032
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3156,643,259
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3156,643,259
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3161,775,138
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-313,325,050
Net shortfall amortization installment of oustanding balance2017-12-3114,347,644
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-315,681,105
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-315,681,105
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015,630
Total number of active participants reported on line 7a of the Form 55002017-01-01681
Number of retired or separated participants receiving benefits2017-01-01926
Number of other retired or separated participants entitled to future benefits2017-01-013,111
Total of all active and inactive participants2017-01-014,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01765
Total participants2017-01-015,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SPX US PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31278,328,933
Acturial value of plan assets2016-12-31297,654,144
Funding target for retired participants and beneficiaries receiving payment2016-12-3149,400,014
Number of terminated vested participants2016-12-313,776
Fundng target for terminated vested participants2016-12-31140,393,009
Active participant vested funding target2016-12-3147,193,695
Number of active participants2016-12-31836
Total funding liabilities for active participants2016-12-3147,778,081
Total participant count2016-12-316,022
Total funding target for all participants2016-12-31237,571,104
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3173,854,970
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3173,854,970
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-3114,287,054
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3156,643,259
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,439,781
Net shortfall amortization installment of oustanding balance2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-016,022
Total number of active participants reported on line 7a of the Form 55002016-01-01761
Number of retired or separated participants receiving benefits2016-01-01795
Number of other retired or separated participants entitled to future benefits2016-01-013,311
Total of all active and inactive participants2016-01-014,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01763
Total participants2016-01-015,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SPX US PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,120
Total number of active participants reported on line 7a of the Form 55002015-01-01836
Number of retired or separated participants receiving benefits2015-01-01658
Number of other retired or separated participants entitled to future benefits2015-01-013,768
Total of all active and inactive participants2015-01-015,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01760
Total participants2015-01-016,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SPX US PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0126,707
Total number of active participants reported on line 7a of the Form 55002014-01-011,369
Number of retired or separated participants receiving benefits2014-01-01482
Number of other retired or separated participants entitled to future benefits2014-01-013,523
Total of all active and inactive participants2014-01-015,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01746
Total participants2014-01-016,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SPX US PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128,451
Total number of active participants reported on line 7a of the Form 55002013-01-011,600
Number of retired or separated participants receiving benefits2013-01-0111,967
Number of other retired or separated participants entitled to future benefits2013-01-019,455
Total of all active and inactive participants2013-01-0123,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013,685
Total participants2013-01-0126,707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SPX US PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129,528
Total number of active participants reported on line 7a of the Form 55002012-01-011,740
Number of retired or separated participants receiving benefits2012-01-0111,994
Number of other retired or separated participants entitled to future benefits2012-01-0110,953
Total of all active and inactive participants2012-01-0124,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013,764
Total participants2012-01-0128,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SPX US PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122,246
Total number of active participants reported on line 7a of the Form 55002011-01-011,928
Number of retired or separated participants receiving benefits2011-01-018,507
Number of other retired or separated participants entitled to future benefits2011-01-018,918
Total of all active and inactive participants2011-01-0119,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012,491
Total participants2011-01-0121,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SPX US PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0122,605
Total number of active participants reported on line 7a of the Form 55002010-01-012,036
Number of retired or separated participants receiving benefits2010-01-018,439
Number of other retired or separated participants entitled to future benefits2010-01-019,292
Total of all active and inactive participants2010-01-0119,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012,479
Total participants2010-01-0122,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SPX US PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0123,270
Total number of active participants reported on line 7a of the Form 55002009-01-012,158
Number of retired or separated participants receiving benefits2009-01-018,318
Number of other retired or separated participants entitled to future benefits2009-01-019,748
Total of all active and inactive participants2009-01-0120,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012,381
Total participants2009-01-0122,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SPX US PENSION PLAN

Measure Date Value
2021 : SPX US PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,751,856
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,333,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,812,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$251,790,598
Value of total assets at beginning of year2021-12-31$270,372,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,521,182
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$658,074
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$416,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-18,581,824
Value of net assets at end of year (total assets less liabilities)2021-12-31$251,790,598
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$270,372,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$251,790,598
Value of interest in master investment trust accounts at beginning of year2021-12-31$270,372,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,812,498
Contract administrator fees2021-12-31$1,446,180
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2021-12-31381357951
2020 : SPX US PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$37,256,623
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,135,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,303,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$270,372,422
Value of total assets at beginning of year2020-12-31$254,251,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,832,190
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$937,377
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$443,121
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$16,121,291
Value of net assets at end of year (total assets less liabilities)2020-12-31$270,372,422
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$254,251,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$270,372,422
Value of interest in master investment trust accounts at beginning of year2020-12-31$254,251,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,303,142
Contract administrator fees2020-12-31$1,451,692
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2020-12-31381357951
2019 : SPX US PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$39,973,713
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$23,699,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,356,754
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$254,251,131
Value of total assets at beginning of year2019-12-31$237,977,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,343,217
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,648,747
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$113,323
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,694,470
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$101,220
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$16,273,742
Value of net assets at end of year (total assets less liabilities)2019-12-31$254,251,131
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$237,977,389
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$92,018
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,520,701
Value of interest in master investment trust accounts at end of year2019-12-31$254,251,131
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$180,810,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,283,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,283,733
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$3,965,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$860,732
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$24,229,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,356,754
Contract administrator fees2019-12-31$0
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2019-12-31381357951
2018 : SPX US PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$484,252
Total unrealized appreciation/depreciation of assets2018-12-31$484,252
Total transfer of assets to this plan2018-12-31$737,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$485,900
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-10,313,844
Total loss/gain on sale of assets2018-12-31$-396,448
Total of all expenses incurred2018-12-31$20,881,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,874,647
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$237,977,389
Value of total assets at beginning of year2018-12-31$268,921,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,007,030
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$561,025
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,273,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,273,502
Administrative expenses professional fees incurred2018-12-31$2,742,174
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$69,261
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$113,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$117,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$485,900
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$411,020
Total non interest bearing cash at end of year2018-12-31$101,220
Total non interest bearing cash at beginning of year2018-12-31$286,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-31,195,521
Value of net assets at end of year (total assets less liabilities)2018-12-31$237,977,389
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$268,435,738
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
Assets. partnership/joint venture interests at end of year2018-12-31$92,018
Assets. partnership/joint venture interests at beginning of year2018-12-31$117,083
Investment advisory and management fees2018-12-31$853,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,520,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,476,394
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$-131
Income. Interest from US Government securities2018-12-31$469,333
Income. Interest from corporate debt instruments2018-12-31$25,534
Value of interest in common/collective trusts at end of year2018-12-31$180,810,402
Value of interest in common/collective trusts at beginning of year2018-12-31$204,686,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,283,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,786,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,786,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$66,289
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$3,965,337
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$4,669,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$860,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$860,732
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$24,229,923
Asset value of US Government securities at beginning of year2018-12-31$25,182,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,780,212
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-9,415,578
Net gain/loss from 103.12 investment entities2018-12-31$-40,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,874,647
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,670,125
Contract administrator fees2018-12-31$0
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$57,322,039
Aggregate carrying amount (costs) on sale of assets2018-12-31$57,718,487
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2018-12-31381357951
2017 : SPX US PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-393,829
Total unrealized appreciation/depreciation of assets2017-12-31$-393,829
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$485,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,652,335
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$27,180,383
Total loss/gain on sale of assets2017-12-31$2,571,463
Total of all expenses incurred2017-12-31$19,357,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,794,749
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$268,921,638
Value of total assets at beginning of year2017-12-31$284,264,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,562,550
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$2,073,472
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$905,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$905,467
Administrative expenses professional fees incurred2017-12-31$2,144,101
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$69,261
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$19,687,216
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$117,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$498,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$485,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$23,652,335
Other income not declared elsewhere2017-12-31$16,666
Administrative expenses (other) incurred2017-12-31$569,701
Total non interest bearing cash at end of year2017-12-31$286,534
Total non interest bearing cash at beginning of year2017-12-31$159
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$7,823,084
Value of net assets at end of year (total assets less liabilities)2017-12-31$268,435,738
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$260,612,654
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
Assets. partnership/joint venture interests at end of year2017-12-31$117,083
Assets. partnership/joint venture interests at beginning of year2017-12-31$115,917
Investment advisory and management fees2017-12-31$848,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,476,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$40,804,053
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$341
Income. Interest from US Government securities2017-12-31$563,694
Income. Interest from corporate debt instruments2017-12-31$1,473,808
Value of interest in common/collective trusts at end of year2017-12-31$204,686,327
Value of interest in common/collective trusts at beginning of year2017-12-31$118,066,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,786,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$26,360,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$26,360,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$35,629
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$4,669,566
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$17,327,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$860,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$860,732
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$25,182,179
Asset value of US Government securities at beginning of year2017-12-31$31,148,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,646,361
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$17,884,751
Net gain/loss from 103.12 investment entities2017-12-31$476,031
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
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,794,749
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$4,045,676
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,670,125
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$25,349,660
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
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$125,623,859
Aggregate carrying amount (costs) on sale of assets2017-12-31$123,052,396
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2017-12-31381357951
2016 : SPX US PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$960,591
Total unrealized appreciation/depreciation of assets2016-12-31$960,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,652,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,741,389
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$24,674,217
Total loss/gain on sale of assets2016-12-31$2,121,493
Total of all expenses incurred2016-12-31$41,927,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,775,629
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$284,264,989
Value of total assets at beginning of year2016-12-31$282,607,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,151,626
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$2,075,932
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,856,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,856,718
Administrative expenses professional fees incurred2016-12-31$3,494,663
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$19,687,216
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$26,080,864
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$498,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$584,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$23,652,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,741,389
Other income not declared elsewhere2016-12-31$1,971,919
Administrative expenses (other) incurred2016-12-31$577,791
Total non interest bearing cash at end of year2016-12-31$159
Total non interest bearing cash at beginning of year2016-12-31$45,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-17,253,038
Value of net assets at end of year (total assets less liabilities)2016-12-31$260,612,654
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$277,865,692
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
Assets. partnership/joint venture interests at end of year2016-12-31$115,917
Assets. partnership/joint venture interests at beginning of year2016-12-31$139,770
Investment advisory and management fees2016-12-31$1,079,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$40,804,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,930,452
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$290,631
Income. Interest from corporate debt instruments2016-12-31$1,728,132
Value of interest in common/collective trusts at end of year2016-12-31$118,066,418
Value of interest in common/collective trusts at beginning of year2016-12-31$151,279,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$26,360,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,611,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,611,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$57,169
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$17,327,391
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$4,931,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$860,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$860,732
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$31,148,561
Asset value of US Government securities at beginning of year2016-12-31$9,145,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,506,297
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$12,079,859
Net gain/loss from 103.12 investment entities2016-12-31$101,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,775,629
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$4,045,676
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$5,701,025
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$25,349,660
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$30,296,290
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$241
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$32,992,991
Aggregate carrying amount (costs) on sale of assets2016-12-31$30,871,498
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2016-12-31381357951
2015 : SPX US PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,302,187
Total unrealized appreciation/depreciation of assets2015-12-31$-5,302,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,741,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,343,783
Total income from all sources (including contributions)2015-12-31$-10,632,094
Total loss/gain on sale of assets2015-12-31$-391,567
Total of all expenses incurred2015-12-31$15,761,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,185,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$282,607,081
Value of total assets at beginning of year2015-12-31$311,603,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,576,404
Total interest from all sources2015-12-31$2,278,738
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,961,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,891,675
Administrative expenses professional fees incurred2015-12-31$3,464,568
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$26,080,864
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$32,237,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$584,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$610,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,741,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,343,783
Other income not declared elsewhere2015-12-31$14,198
Administrative expenses (other) incurred2015-12-31$354,373
Total non interest bearing cash at end of year2015-12-31$45,375
Total non interest bearing cash at beginning of year2015-12-31$90,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-26,393,891
Value of net assets at end of year (total assets less liabilities)2015-12-31$277,865,692
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$304,259,583
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
Assets. partnership/joint venture interests at end of year2015-12-31$139,770
Assets. partnership/joint venture interests at beginning of year2015-12-31$189,080
Investment advisory and management fees2015-12-31$757,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,930,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,870,858
Interest earned on other investments2015-12-31$37,650
Income. Interest from US Government securities2015-12-31$328,154
Income. Interest from corporate debt instruments2015-12-31$1,839,429
Value of interest in common/collective trusts at end of year2015-12-31$151,279,638
Value of interest in common/collective trusts at beginning of year2015-12-31$165,424,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,611,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,713,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,713,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$73,505
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$4,931,091
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$4,942,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$860,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$860,732
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$25,925
Asset value of US Government securities at end of year2015-12-31$9,145,858
Asset value of US Government securities at beginning of year2015-12-31$12,324,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,389,876
Net investment gain or loss from common/collective trusts2015-12-31$-3,870,560
Net gain/loss from 103.12 investment entities2015-12-31$67,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Income. Dividends from common stock2015-12-31$70,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,159,468
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$5,701,025
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$7,780,359
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$30,296,290
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$28,708,212
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$241
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$12,851,181
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$31,840,645
Aggregate carrying amount (costs) on sale of assets2015-12-31$32,232,212
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2015-12-31381357951
2014 : SPX US PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,357,503
Total unrealized appreciation/depreciation of assets2014-12-31$1,357,503
Total transfer of assets to this plan2014-12-31$366,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,343,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,696,672
Total income from all sources (including contributions)2014-12-31$38,760,238
Total loss/gain on sale of assets2014-12-31$1,061,391
Total of all expenses incurred2014-12-31$200,748,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$191,089,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$311,603,366
Value of total assets at beginning of year2014-12-31$479,577,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,658,886
Total interest from all sources2014-12-31$723,550
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,738,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,342,827
Administrative expenses professional fees incurred2014-12-31$7,156,145
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$32,237,809
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$64,600,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$610,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$92,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,343,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,696,672
Other income not declared elsewhere2014-12-31$4,473,349
Administrative expenses (other) incurred2014-12-31$1,295,607
Total non interest bearing cash at end of year2014-12-31$90,749
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-161,987,826
Value of net assets at end of year (total assets less liabilities)2014-12-31$304,259,583
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$465,880,442
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
Assets. partnership/joint venture interests at end of year2014-12-31$189,080
Assets. partnership/joint venture interests at beginning of year2014-12-31$695,013
Investment advisory and management fees2014-12-31$1,207,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$36,870,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$87,101,932
Interest earned on other investments2014-12-31$9,310
Income. Interest from US Government securities2014-12-31$184,760
Income. Interest from corporate debt instruments2014-12-31$514,863
Value of interest in common/collective trusts at end of year2014-12-31$165,424,221
Value of interest in common/collective trusts at beginning of year2014-12-31$135,479,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,713,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$156,830,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$156,830,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$14,617
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$4,942,086
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$6,845,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$860,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,483,530
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$-3,569,973
Asset value of US Government securities at end of year2014-12-31$12,324,967
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,964,850
Net investment gain or loss from common/collective trusts2014-12-31$20,252,636
Net gain/loss from 103.12 investment entities2014-12-31$188,226
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
Income. Dividends from common stock2014-12-31$395,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$194,659,151
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$7,780,359
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$28,708,212
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$12,851,181
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$26,448,667
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$93,374,723
Aggregate carrying amount (costs) on sale of assets2014-12-31$92,313,332
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2014-12-31381357951
2013 : SPX US PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,696,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$36,533,349
Total loss/gain on sale of assets2013-12-31$23,732,855
Total of all expenses incurred2013-12-31$783,760,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$774,120,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$479,577,114
Value of total assets at beginning of year2013-12-31$1,213,107,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,639,900
Total interest from all sources2013-12-31$76,234
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,699,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,144,501
Administrative expenses professional fees incurred2013-12-31$5,213,321
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$64,600,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$92,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,696,672
Other income not declared elsewhere2013-12-31$-3,566,648
Administrative expenses (other) incurred2013-12-31$1,223,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-747,226,658
Value of net assets at end of year (total assets less liabilities)2013-12-31$465,880,442
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,213,107,100
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
Assets. partnership/joint venture interests at end of year2013-12-31$695,013
Investment advisory and management fees2013-12-31$3,203,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$87,101,932
Interest earned on other investments2013-12-31$56
Value of interest in master investment trust accounts at beginning of year2013-12-31$935,290,896
Value of interest in common/collective trusts at end of year2013-12-31$135,479,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$156,830,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$76,178
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$6,845,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,483,530
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$663,748,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,952,284
Net investment gain or loss from common/collective trusts2013-12-31$4,639,608
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
Employer contributions (assets) at beginning of year2013-12-31$277,816,204
Income. Dividends from common stock2013-12-31$1,554,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$110,371,752
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$26,448,667
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$238,182,352
Aggregate carrying amount (costs) on sale of assets2013-12-31$214,449,497
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2013-12-31381357951
2012 : SPX US PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$197,863,739
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$380,191,506
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$59,526,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$57,617,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$294,272,985
Value of total assets at end of year2012-12-31$1,213,107,100
Value of total assets at beginning of year2012-12-31$694,578,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,909,746
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$1,909,746
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$320,664,565
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,213,107,100
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$694,578,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$935,290,896
Value of interest in master investment trust accounts at beginning of year2012-12-31$683,754,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$294,272,985
Employer contributions (assets) at end of year2012-12-31$277,816,204
Employer contributions (assets) at beginning of year2012-12-31$10,824,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$57,617,195
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2012-12-31381357951
2011 : SPX US PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,012,968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$69,449,859
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$57,983,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$56,497,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,824,512
Value of total assets at end of year2011-12-31$694,578,796
Value of total assets at beginning of year2011-12-31$682,099,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,485,674
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$1,485,674
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$11,466,606
Value of net assets at end of year (total assets less liabilities)2011-12-31$694,578,796
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$682,099,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$683,754,284
Value of interest in master investment trust accounts at beginning of year2011-12-31$682,099,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,824,512
Employer contributions (assets) at end of year2011-12-31$10,824,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$56,497,579
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : SPX US PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,307,370
Total transfer of assets from this plan2010-12-31$2,308,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$171,488,211
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$58,634,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$58,634,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$82,991,693
Value of total assets at end of year2010-12-31$682,099,222
Value of total assets at beginning of year2010-12-31$568,246,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$112,853,764
Value of net assets at end of year (total assets less liabilities)2010-12-31$682,099,222
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$568,246,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$682,099,222
Value of interest in master investment trust accounts at beginning of year2010-12-31$568,200,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$82,991,693
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$45,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$58,634,447
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2010-12-31381357951
2009 : SPX US PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SPX US PENSION PLAN

2021: SPX US PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPX US PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPX US PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPX US PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPX US PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SPX US PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPX US PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPX US PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPX US PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPX US PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPX US PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SPX US PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SPX US PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberDA-149
Policy instance 4
Insurance contract or identification numberDA-149
Number of Individuals Covered5330
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1403
Policy instance 3
Insurance contract or identification numberGA1403
Number of Individuals Covered5330
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number74877
Policy instance 2
Insurance contract or identification number74877
Number of Individuals Covered5330
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1039
Policy instance 1
Insurance contract or identification numberGA1039
Number of Individuals Covered5330
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1039
Policy instance 1
Insurance contract or identification numberGA1039
Number of Individuals Covered5483
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number74877
Policy instance 2
Insurance contract or identification number74877
Number of Individuals Covered5483
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1403
Policy instance 3
Insurance contract or identification numberGA1403
Number of Individuals Covered5483
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberDA-149
Policy instance 4
Insurance contract or identification numberDA-149
Number of Individuals Covered5483
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number33483
Policy instance 5
Insurance contract or identification number33483
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberDA-149
Policy instance 4
Insurance contract or identification numberDA-149
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1403
Policy instance 3
Insurance contract or identification numberGA1403
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number74877
Policy instance 2
Insurance contract or identification number74877
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1039
Policy instance 1
Insurance contract or identification numberGA1039
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1039
Policy instance 1
Insurance contract or identification numberGA1039
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number74877
Policy instance 2
Insurance contract or identification number74877
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1403
Policy instance 3
Insurance contract or identification numberGA1403
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberDA-149
Policy instance 4
Insurance contract or identification numberDA-149
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number33483
Policy instance 5
Insurance contract or identification number33483
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number33483
Policy instance 5
Insurance contract or identification number33483
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberDA-149
Policy instance 4
Insurance contract or identification numberDA-149
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1403
Policy instance 3
Insurance contract or identification numberGA1403
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number74877
Policy instance 2
Insurance contract or identification number74877
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGA1039
Policy instance 1
Insurance contract or identification numberGA1039
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1