SPX CORPORATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021: SPX US PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 270,372,422 |
Acturial value of plan assets | 2021-12-31 | 243,335,180 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 87,754,438 |
Number of terminated vested participants | 2021-12-31 | 2,806 |
Fundng target for terminated vested participants | 2021-12-31 | 92,718,500 |
Active participant vested funding target | 2021-12-31 | 32,468,366 |
Number of active participants | 2021-12-31 | 507 |
Total funding liabilities for active participants | 2021-12-31 | 32,580,183 |
Total participant count | 2021-12-31 | 4,848 |
Total funding target for all participants | 2021-12-31 | 213,053,121 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 51,531,690 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 10,083,165 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 41,448,525 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 47,868,902 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,900,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 17,586,843 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 4,539,825 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 4,539,825 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 4,848 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 289 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,440 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2,384 |
Total of all active and inactive participants | 2021-01-01 | 4,113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 564 |
Total participants | 2021-01-01 | 4,677 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SPX US PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 254,251,131 |
Acturial value of plan assets | 2020-12-31 | 241,316,068 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 82,396,616 |
Number of terminated vested participants | 2020-12-31 | 3,093 |
Fundng target for terminated vested participants | 2020-12-31 | 103,821,298 |
Active participant vested funding target | 2020-12-31 | 37,046,526 |
Number of active participants | 2020-12-31 | 559 |
Total funding liabilities for active participants | 2020-12-31 | 37,180,505 |
Total participant count | 2020-12-31 | 5,007 |
Total funding target for all participants | 2020-12-31 | 223,398,419 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 53,688,218 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 9,913,422 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 43,774,796 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 51,531,690 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 3,200,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 33,614,041 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 10,083,165 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 10,083,165 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 5,007 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 507 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,353 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2,444 |
Total of all active and inactive participants | 2020-01-01 | 4,304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 544 |
Total participants | 2020-01-01 | 4,848 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SPX US PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 237,977,389 |
Acturial value of plan assets | 2019-12-31 | 249,017,935 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 74,460,098 |
Number of terminated vested participants | 2019-12-31 | 3,518 |
Fundng target for terminated vested participants | 2019-12-31 | 114,398,714 |
Active participant vested funding target | 2019-12-31 | 39,228,538 |
Number of active participants | 2019-12-31 | 614 |
Total funding liabilities for active participants | 2019-12-31 | 39,394,699 |
Total participant count | 2019-12-31 | 5,330 |
Total funding target for all participants | 2019-12-31 | 228,253,511 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 61,967,078 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 5,731,383 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 56,235,695 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 53,688,218 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 3,900,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 32,923,794 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 9,913,422 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 9,913,422 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 5,330 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 559 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,207 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2,663 |
Total of all active and inactive participants | 2019-01-01 | 4,429 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 578 |
Total participants | 2019-01-01 | 5,007 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SPX US PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 268,852,415 |
Acturial value of plan assets | 2018-12-31 | 268,852,415 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 61,303,987 |
Number of terminated vested participants | 2018-12-31 | 3,776 |
Fundng target for terminated vested participants | 2018-12-31 | 120,243,848 |
Active participant vested funding target | 2018-12-31 | 42,387,830 |
Number of active participants | 2018-12-31 | 681 |
Total funding liabilities for active participants | 2018-12-31 | 42,633,097 |
Total participant count | 2018-12-31 | 5,483 |
Total funding target for all participants | 2018-12-31 | 224,180,932 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 61,775,138 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 5,681,105 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 56,094,033 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 61,967,078 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 2,629,249 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 17,295,595 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 5,731,383 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 5,731,383 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 5,483 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 614 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,081 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2,894 |
Total of all active and inactive participants | 2018-01-01 | 4,589 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 741 |
Total participants | 2018-01-01 | 5,330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SPX US PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 261,052,902 |
Acturial value of plan assets | 2017-12-31 | 266,768,526 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 56,526,456 |
Number of terminated vested participants | 2017-12-31 | 3,985 |
Fundng target for terminated vested participants | 2017-12-31 | 117,976,610 |
Active participant vested funding target | 2017-12-31 | 44,357,510 |
Number of active participants | 2017-12-31 | 761 |
Total funding liabilities for active participants | 2017-12-31 | 44,837,966 |
Total participant count | 2017-12-31 | 5,630 |
Total funding target for all participants | 2017-12-31 | 219,341,032 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 56,643,259 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 56,643,259 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 61,775,138 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 3,325,050 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 14,347,644 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 5,681,105 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 5,681,105 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 5,630 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 681 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 926 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3,111 |
Total of all active and inactive participants | 2017-01-01 | 4,718 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 765 |
Total participants | 2017-01-01 | 5,483 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SPX US PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 278,328,933 |
Acturial value of plan assets | 2016-12-31 | 297,654,144 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 49,400,014 |
Number of terminated vested participants | 2016-12-31 | 3,776 |
Fundng target for terminated vested participants | 2016-12-31 | 140,393,009 |
Active participant vested funding target | 2016-12-31 | 47,193,695 |
Number of active participants | 2016-12-31 | 836 |
Total funding liabilities for active participants | 2016-12-31 | 47,778,081 |
Total participant count | 2016-12-31 | 6,022 |
Total funding target for all participants | 2016-12-31 | 237,571,104 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 73,854,970 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 73,854,970 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 14,287,054 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 56,643,259 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 3,439,781 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 6,022 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 761 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 795 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3,311 |
Total of all active and inactive participants | 2016-01-01 | 4,867 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 763 |
Total participants | 2016-01-01 | 5,630 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SPX US PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6,120 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 836 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 658 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3,768 |
Total of all active and inactive participants | 2015-01-01 | 5,262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 760 |
Total participants | 2015-01-01 | 6,022 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: SPX US PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 26,707 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,369 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 482 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3,523 |
Total of all active and inactive participants | 2014-01-01 | 5,374 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 746 |
Total participants | 2014-01-01 | 6,120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SPX US PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 28,451 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,600 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 11,967 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9,455 |
Total of all active and inactive participants | 2013-01-01 | 23,022 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3,685 |
Total participants | 2013-01-01 | 26,707 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: SPX US PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 29,528 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,740 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 11,994 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10,953 |
Total of all active and inactive participants | 2012-01-01 | 24,687 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3,764 |
Total participants | 2012-01-01 | 28,451 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SPX US PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 22,246 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,928 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 8,507 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8,918 |
Total of all active and inactive participants | 2011-01-01 | 19,353 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2,491 |
Total participants | 2011-01-01 | 21,844 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SPX US PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 22,605 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,036 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 8,439 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9,292 |
Total of all active and inactive participants | 2010-01-01 | 19,767 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2,479 |
Total participants | 2010-01-01 | 22,246 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SPX US PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 23,270 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,158 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 8,318 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9,748 |
Total of all active and inactive participants | 2009-01-01 | 20,224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2,381 |
Total participants | 2009-01-01 | 22,605 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2021 : SPX US PENSION PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $21,333,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $251,790,598 |
Value of total assets at beginning of year | 2021-12-31 | $270,372,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,521,182 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $658,074 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $251,790,598 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $270,372,422 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $18,812,498 |
Contract administrator fees | 2021-12-31 | $1,446,180 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : SPX US PENSION PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $21,135,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $270,372,422 |
Value of total assets at beginning of year | 2020-12-31 | $254,251,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,832,190 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $937,377 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $270,372,422 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $254,251,131 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $18,303,142 |
Contract administrator fees | 2020-12-31 | $1,451,692 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : SPX US PENSION PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $39,973,713 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $23,699,971 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $19,356,754 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $254,251,131 |
Value of total assets at beginning of year | 2019-12-31 | $237,977,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,343,217 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $2,648,747 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
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 year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $113,323 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $1,694,470 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $92,018 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,520,701 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $254,251,131 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $180,810,402 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $5,283,733 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $5,283,733 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $3,965,337 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $860,732 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $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 accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $19,356,754 |
Contract administrator fees | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : SPX US PENSION PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $484,252 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $484,252 |
Total transfer of assets to this plan | 2018-12-31 | $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 paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-10,313,844 |
Total loss/gain on sale of assets | 2018-12-31 | $-396,448 |
Total of all expenses incurred | 2018-12-31 | $20,881,677 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $16,874,647 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $237,977,389 |
Value of total assets at beginning of year | 2018-12-31 | $268,921,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,007,030 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,273,502 |
Administrative expenses professional fees incurred | 2018-12-31 | $2,742,174 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $113,323 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $117,020 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $485,900 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $411,020 |
Total non interest bearing cash at end of year | 2018-12-31 | $101,220 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $92,018 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $117,083 |
Investment advisory and management fees | 2018-12-31 | $853,836 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $22,520,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $28,476,394 |
Interest on participant loans | 2018-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $-131 |
Income. Interest from US Government securities | 2018-12-31 | $469,333 |
Income. Interest from corporate debt instruments | 2018-12-31 | $25,534 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $180,810,402 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $204,686,327 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $5,283,733 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,786,417 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $3,965,337 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $4,669,566 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $860,732 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $860,732 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $24,229,923 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $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 accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-9,415,578 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-40,385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $16,874,647 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $1,670,125 |
Contract administrator fees | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $57,322,039 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $57,718,487 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : SPX US PENSION PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-393,829 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-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 paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $27,180,383 |
Total loss/gain on sale of assets | 2017-12-31 | $2,571,463 |
Total of all expenses incurred | 2017-12-31 | $19,357,299 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,794,749 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $268,921,638 |
Value of total assets at beginning of year | 2017-12-31 | $284,264,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,562,550 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $905,467 |
Administrative expenses professional fees incurred | 2017-12-31 | $2,144,101 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $30,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $69,261 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $117,020 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $498,256 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $485,900 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $23,652,335 |
Other income not declared elsewhere | 2017-12-31 | $16,666 |
Administrative expenses (other) incurred | 2017-12-31 | $569,701 |
Total non interest bearing cash at end of year | 2017-12-31 | $286,534 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $159 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $117,083 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $115,917 |
Investment advisory and management fees | 2017-12-31 | $848,748 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $28,476,394 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $40,804,053 |
Interest on participant loans | 2017-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $341 |
Income. Interest from US Government securities | 2017-12-31 | $563,694 |
Income. Interest from corporate debt instruments | 2017-12-31 | $1,473,808 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $204,686,327 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $118,066,418 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,786,417 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $26,360,950 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $4,669,566 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $17,327,391 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $860,732 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $860,732 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $25,182,179 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $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 accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $17,884,751 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $476,031 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $1 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,794,749 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $4,045,676 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $1,670,125 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $25,349,660 |
Contract administrator fees | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $125,623,859 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $123,052,396 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : SPX US PENSION PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $960,591 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $24,674,217 |
Total loss/gain on sale of assets | 2016-12-31 | $2,121,493 |
Total of all expenses incurred | 2016-12-31 | $41,927,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $36,775,629 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $284,264,989 |
Value of total assets at beginning of year | 2016-12-31 | $282,607,081 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,151,626 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,856,718 |
Administrative expenses professional fees incurred | 2016-12-31 | $3,494,663 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $30,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $19,687,216 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $498,256 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $584,227 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $23,652,335 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $4,741,389 |
Other income not declared elsewhere | 2016-12-31 | $1,971,919 |
Administrative expenses (other) incurred | 2016-12-31 | $577,791 |
Total non interest bearing cash at end of year | 2016-12-31 | $159 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $115,917 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $139,770 |
Investment advisory and management fees | 2016-12-31 | $1,079,172 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $40,804,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $47,930,452 |
Interest on participant loans | 2016-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $290,631 |
Income. Interest from corporate debt instruments | 2016-12-31 | $1,728,132 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $118,066,418 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $151,279,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $26,360,950 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $5,611,518 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $17,327,391 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $4,931,091 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $860,732 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $860,732 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $31,148,561 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $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 accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $12,079,859 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $101,407 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $1 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $36,775,629 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $4,045,676 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $5,701,025 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $25,349,660 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $30,296,290 |
Contract administrator fees | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $241 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $32,992,991 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $30,871,498 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2016-12-31 | 381357951 |
2015 : SPX US PENSION PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-5,302,187 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $-391,567 |
Total of all expenses incurred | 2015-12-31 | $15,761,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $282,607,081 |
Value of total assets at beginning of year | 2015-12-31 | $311,603,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,576,404 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,891,675 |
Administrative expenses professional fees incurred | 2015-12-31 | $3,464,568 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $30,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $26,080,864 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $32,237,809 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $584,227 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $610,071 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $4,741,389 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $7,343,783 |
Other income not declared elsewhere | 2015-12-31 | $14,198 |
Administrative expenses (other) incurred | 2015-12-31 | $354,373 |
Total non interest bearing cash at end of year | 2015-12-31 | $45,375 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $139,770 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $189,080 |
Investment advisory and management fees | 2015-12-31 | $757,463 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $47,930,452 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $36,870,858 |
Interest earned on other investments | 2015-12-31 | $37,650 |
Income. Interest from US Government securities | 2015-12-31 | $328,154 |
Income. Interest from corporate debt instruments | 2015-12-31 | $1,839,429 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $151,279,638 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $165,424,221 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $5,611,518 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $8,713,041 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $4,931,091 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $4,942,086 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $860,732 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $860,732 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $25,925 |
Asset value of US Government securities at end of year | 2015-12-31 | $9,145,858 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $-3,870,560 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $67,275 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Income. Dividends from common stock | 2015-12-31 | $70,210 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $11,159,468 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $5,701,025 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $7,780,359 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $30,296,290 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $28,708,212 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $241 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $12,851,181 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $31,840,645 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $32,232,212 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2015-12-31 | 381357951 |
2014 : SPX US PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $1,357,503 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $1,357,503 |
Total transfer of assets to this plan | 2014-12-31 | $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 assets | 2014-12-31 | $1,061,391 |
Total of all expenses incurred | 2014-12-31 | $200,748,064 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $311,603,366 |
Value of total assets at beginning of year | 2014-12-31 | $479,577,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $9,658,886 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,342,827 |
Administrative expenses professional fees incurred | 2014-12-31 | $7,156,145 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $30,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $32,237,809 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $64,600,368 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $610,071 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $92,253 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $7,343,783 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $13,696,672 |
Other income not declared elsewhere | 2014-12-31 | $4,473,349 |
Administrative expenses (other) incurred | 2014-12-31 | $1,295,607 |
Total non interest bearing cash at end of year | 2014-12-31 | $90,749 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $189,080 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $695,013 |
Investment advisory and management fees | 2014-12-31 | $1,207,134 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $36,870,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $87,101,932 |
Interest earned on other investments | 2014-12-31 | $9,310 |
Income. Interest from US Government securities | 2014-12-31 | $184,760 |
Income. Interest from corporate debt instruments | 2014-12-31 | $514,863 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $165,424,221 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $135,479,372 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $8,713,041 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $156,830,702 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $4,942,086 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $6,845,277 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $860,732 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,483,530 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $-3,569,973 |
Asset value of US Government securities at end of year | 2014-12-31 | $12,324,967 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $20,252,636 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $188,226 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Income. Dividends from common stock | 2014-12-31 | $395,906 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $194,659,151 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $7,780,359 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $28,708,212 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $12,851,181 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $26,448,667 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $93,374,723 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $92,313,332 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2014-12-31 | 381357951 |
2013 : SPX US PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $23,732,855 |
Total of all expenses incurred | 2013-12-31 | $783,760,007 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $479,577,114 |
Value of total assets at beginning of year | 2013-12-31 | $1,213,107,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $9,639,900 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $8,144,501 |
Administrative expenses professional fees incurred | 2013-12-31 | $5,213,321 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $64,600,368 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $92,253 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $13,696,672 |
Other income not declared elsewhere | 2013-12-31 | $-3,566,648 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $695,013 |
Investment advisory and management fees | 2013-12-31 | $3,203,245 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $87,101,932 |
Interest earned on other investments | 2013-12-31 | $56 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $935,290,896 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $135,479,372 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $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 year | 2013-12-31 | $6,845,277 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,483,530 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $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 trusts | 2013-12-31 | $4,639,608 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at beginning of year | 2013-12-31 | $277,816,204 |
Income. Dividends from common stock | 2013-12-31 | $1,554,515 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $110,371,752 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $26,448,667 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $238,182,352 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $214,449,497 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2013-12-31 | 381357951 |
2012 : SPX US PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $59,526,941 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $1,213,107,100 |
Value of total assets at beginning of year | 2012-12-31 | $694,578,796 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,909,746 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $935,290,896 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $683,754,284 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $294,272,985 |
Employer contributions (assets) at end of year | 2012-12-31 | $277,816,204 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $10,824,512 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $57,617,195 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2012-12-31 | 381357951 |
2011 : SPX US PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $57,983,253 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $694,578,796 |
Value of total assets at beginning of year | 2011-12-31 | $682,099,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,485,674 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $683,754,284 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $682,099,222 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $10,824,512 |
Employer contributions (assets) at end of year | 2011-12-31 | $10,824,512 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $56,497,579 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2011-12-31 | 381357951 |
2010 : SPX US PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $3,307,370 |
Total transfer of assets from this plan | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $58,634,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $682,099,222 |
Value of total assets at beginning of year | 2010-12-31 | $568,246,186 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $682,099,222 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $568,200,790 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $82,991,693 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $45,396 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $58,634,447 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2010-12-31 | 381357951 |
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 securities | 2009-12-31 | $0 |